Wealth Management
About This Course
Wealth management is one of the fastest growing sectors within the financial services industry. Global wealth has been rapidly increasing and is expected to grow at a steady pace in the years to come.
Wealth management is, however, increasingly a knowledge business, and one which requires professionals able to understand the individual needs of their clients and the increasingly complex financial products.
The program consists of 5 intensive training days, with interactive workshops, exchange of experiences, and role-playing activities, and each day lasts for 5 hours. The program is conducted at the companies’ and factories’ premises, as well as other organizations, after reaching a special agreement and arrangement in advance it is also available remotely online
Learning Objectives
Target Audience
- Wealth Managers
- Customer Advisers
- Financial Planners
- Investment Advisers
- Asset Managers and Relationship Managers
