Course description
Enhance knowledge, expertise and leadership skills with the The STEP Professional Postgraduate Diploma in Private Wealth Advice.
This is a STEP executive programme for experienced practitioners in the wealth management field looking to develop their understanding of critical thinking, risk assessment and business strategy and wanting to take the next step in their professional career.
This exclusive online course, awarded in association with Alliance Manchester Business School, the University of Manchester, is suitable for practitioners in the mid-stages of their career who are or who aspire to become business leaders and develop their strategic understanding and risk assessment ability.
The syllabus includes technical content on key subject areas relating to private wealth advice with a focus on critical thinking in order to deal with risks and potential hurdles faced by you or your organisation.
The course is delivered through an exclusive series of eight innovative and interactive online masterclasses and two enhancement sessions provided by industry-leading tutors, covering key strategy, structure and processes required to cement your career as a leading practitioner in the Private Wealth Advice industry.
Upcoming start dates
Suitability - Who should attend?
This course is suitable for practitioners in the mid-stages of their career who aspire to become business leaders and develop their strategic understanding and risk assessment ability. It would also benefit senior practitioners and experienced leaders who wish to refresh their technical knowledge as well as develop key skills to strengthen their business acumen and leadership style.
Students of this course typically include:
- private client advisers
- wealth managers
- international tax advisers
- private bankers
- family office executives
- trust officers
- family business advisers
- senior financial planners
- senior lawyers
To be eligible for this exclusive programme, you will need to:
- have a first degree or equivalent level qualification in a relevant field, such as law, finance, business, accountancy, or economics.
AND
- have at least three years’ experience as a professional in a relevant field of practice with some evidential experience of supervisory/managerial, or business developmental responsibilities.
OR
- be an existing full member of STEP – a TEP
Outcome / Qualification etc.
You will learn:
- strategic risk management for leaders
- family business advising
- trust disputes
- cross-border succession
- strategic philanthropy
- digital assets
- compliance for trustees
- international tax
- sales and marketing considerations
- leadership and judgement
You will achieve a Postgraduate Diploma in Private Wealth Advice upon completion of this course. This qualification carries 60 credits of post-graduate level learning.
Upon completion of this course you will be eligible for STEP Full member status - TEP.
Course delivery details
A flexible, six-month programme designed for busy professionals comprising self-study, practical research and 10 online masterclasses.
Assessed by a reflective journal (eight write-ups) and a two-hour interview based on course competencies and content knowledge.
Course Dates
- 13 May 2024 - Course materials released
- 16 May 2024 - Welcome and getting started : 13:00 - 14:30 (UK time)
Masterclasses
- Friday 14 June 13:00 - 17:00 (UK time): Masterclass 1: Family Business Advising
- Saturday 15 June 09:00 - 13:00 (UK time): Masterclass 2: Strategic Risk Management for Leaders:
- Friday 12 July 13:00 - 17:00 (UK time): Masterclass 3: Digital Assets:
- Saturday 13 July : 09:00 - 13:00 (UK time): Masterclass 4: Trust Disputes:
- Friday 16 August - Reflective journal draft submission
- Friday 13 September: 13:00 - 17:00 (UK time) - Masterclass 5: Strategic Philanthropy
- Saturday 14 September: 09:00 - 13:00 (UK time) - Masterclass 6: Cross-Border Succession
- Friday 11 October: 13:00 - 17:00 (UK time) - Masterclass 7: International Tax
- Saturday 12 October: 09:00 - 13:00 (UK time) - Masterclass 8: Compliance for Trustees
Leadership and Strategy sessions
- Friday 15 November - 13:00 - 15:30 (UK time) - Leadership and Judgement
- Saturday 16 November - 09:00 - 11:30 (UK time) - Sales and Marketing
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CLTI
CLTI provides training and qualifications to professionals working in the private client, wealth management, and investment funds industry across the globe. We are the primary education partner for STEP, the global professional association for practitioners specialising in family inheritance and...