Wealth Management Bundle
Private wealth management is a professional service that offers specialized financial and banking assistance to affluent high net worth individuals (HNWIs). To manage these individuals and their vast wealth requires significant skills and expertise across a wide range of functions and roles.
Course Objectives
In this bundle, participants will learn the many products and services offered by private banks and wealth management firms to their clients through the below courses:
- Private Wealth Management Products & Services
- Skills for Private Wealth Managers
Who is this course for?
Branch managers, wealth managers, and heads of customer service.
Duration
19.05 hours
Course 1: Private Wealth Management Products & Services – 6.50 Hours
- Private Wealth Management – Banking & Deposit Services
- Private Wealth Management – Credit & Lending Services
- Private Wealth Management – Investment Services
- Private Wealth Management – Alternative Investments
- Private Wealth Management – Financial Planning
- Private Wealth Management – Estate Planning
- Private Wealth Management Products & Services – Assessment
Course 2: Skills for Private Wealth Managers – 11.45 Hours
- Private Wealth Management – Functions & Roles
- Private Wealth Management – Client Profiling
- Private Wealth Management – Managing Ultra-HNWIs
- Private Wealth Management – Family Advisory
- Private Wealth Management – Client Acquisition & Pitching
- Private Wealth Management – Relationship Management
- Private Wealth Management – Becoming a Trusted Advisor
- Private Wealth Management – Commercial Awareness
- Private Wealth Management – Negotiation Skills
- Private Wealth Management – Client Investment Management
- Private Wealth Management – Understanding Behavioral Biases
- Private Wealth Management – Suitability
- Private Wealth Management – Manager Selection
- Private Wealth Management – Managing Compliance Risks
- Private Wealth Management – Scenario
- Skills for Private Wealth Managers – Assessment
Course 3: AI Applications – 30 Minutes
- AI Applications – Wealth & Asset Management
*The e-learning program is non-refundable once an account is created.
Six Month License
EGP 1000