This innovative distance learning course will teach you the core principles of wealth management, its evolution through history and the key building blocks needed to achieve a successful wealth management franchise. This course provides you with the perfect opportunity to upskill yourself and get a Postgraduate Certificate from a London University.
Building the drivers of a sustainable wealth management franchise
The holistic wealth management offering
Clients growth and anticipating/meeting client needs
Regulatory and tax regimes
The financial planning process
Exceptional client experience: who will be the Disney/ Ritz of wealth management
This training course is unlike any other on the market today being the only academically accredited wealth mangement course delivered exclusively via distance learning.
The course allows you to expand your knowledge of wealth management in the most flexible and convenient way. Delivered entirely online, one unit is released every fortnight with the course lasting 14 weeks.
The course includes video tuition and has an active forum that gives you the opportunity to connect and network with your course director as well as other delegates.
Happy to help... If you have any questions about this distance learning training course, please don't hesitate to contact Eve, the Head of Customer Services on: Eve.Osborne@Informa.com | +44 (0)20 7017 7190.
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