Postgraduate Certificate in Wealth Management

IFF - International Faculty of Finance
Training overview
Professional Course
Self-paced Online
14 weeks
From 2,159 GBP
Start dates
Online
2,159 GBP
Start anytime
IFF

Course description

Postgraduate Certificate in Wealth Management

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.

Course Structure

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.

COVID-19 Update

This provider offers an online version of their classroom courses

Training content

  • 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

Costs

  • UK Individuals or UK Company (VAT to pay), EU Individual or EU Non-VAT Registered Company - £1,799 (without accreditation).
  • UK Individuals or UK Company (VAT to pay), EU Individual or EU Non-VAT Registered Company - £2,159 (with accreditation).
  • Individual or Company outside the EU (no VAT to pay) - £1,799 (without accreditation).
  • Individual or Company outside the EU (no VAT to pay) - £2,159 (with accreditation).

Certification / Credits

Assessment and Postgraduate Certification

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.

About IFF

International Faculty of Finance - IFF Finance & IFE Energy - Specialist Training Courses

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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IFF - International Faculty of Finance


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