Postgraduate Certificate in Wealth Management
IFF - International Faculty of Finance
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...
