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Advanced Wealth Management Programme

Wealth and Investment Management is one of the most-sought after careers in the Financial Services Industry, especially inside banks and investment management companies.

The Advanced Wealth Management Certificate Programme covers all the knowledge and skills related to financial planning, private client asset management, fund management, advisory functions and investment analysis needed for success in the wealth and investment management industry. The programme provides candidates with a deep understanding of the all various asset classes and products in investments and helps them analyse and formulate strategies to find appropriate solutions to meet the investment, retirement and protection requirements that are needed in the wealth management industry. This programme helps candidates obtain rewarding positions in the private banking and wealth management firms.

Course Contents

  • Financial Services Industry and Financial Markets
  • Financial Services Regulations and Corporate Governance
  • Asset Classes and Investment Funds
  • Fiduciary Relationships
  • Investment Management
  • Lifetime Financial Provisioning
  • Tax Planning and Optimization
  • Succession Planning
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