The course has been developed by practitioners for practitioners, and is taught by one of the world’s most sought after consultants. It is the only wealth management course delivered exclusively online via distance learning.
The course takes place over 14 weeks and comprises seven core units. The units will be released every two weeks from the start of the course. Download the units or study completely online.
At the end of each unit there is an assessment that will allow you to measure your progress. If you wish to receive a Postgraduate Certificate from Middlesex University, you will also need to submit an assignment of 5000 words. The assignment will be based on an on-going case study that runs throughout the duration of the course.
UNIT 1 – The Past, Present and Future of Wealth Management
UNIT 2 – Building the Drivers of a Sustainable Wealth Management Franchise
UNIT 3 – The Holistic Wealth Management Offering
UNIT 4 – Clients Growth and Anticipating/Meeting Client Needs
UNIT 5 – Regulatory and tax regimes
UNIT 6 – The financial planning process
UNIT 7 – Exceptional Client Experience: Who Will be the Disney/ Ritz of Wealth Management
As one of the world's leading specialist financial training organisations, The International Faculty of Finance, provides participants in the global financial markets with intensive technical training programmes designed to help them succeed on the global stage. Established in 1991 we...
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