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Postgraduate Certificate in Wealth Management

IFF - International Faculty of Finance
Course summary
14 weeks
1,799 GBP excl. VAT
English
Online courses
Next available date: 21/10/2020 - Online courses

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.

Outcome / Qualification etc.

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.

Course 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

Expenses

  • 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).

About provider

IFF - International Faculty of Finance & Energy

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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Contact info

IFF - International Faculty of Finance

Maple House 149, Tottenham Court Road
W1T 7AD London

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www.iff-training.com

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