Course description
Delivered in collaboration between ZISHI and the University of Bath School of Management.
Wealth management is a fascinating sector of the global financial ecosystem where the past, present, and future converge to shape the financial destinies of individuals and families. This highly unique course is your fast-track to mastering the intricacies of this dynamic industry.
Your studies will begin with exploring the historical roots of wealth management, from ancient Egyptian temples to the merchant families of Italy and the subsequent expansion into the Western world. Despite facing financial bubbles and market upheavals, wealth management has endured, rejuvenated, and transformed into a multitrillion dollar industry. We will dissect this evolution decade by decade, tracing the growth and challenges in different regions and types of firms.
As we delve deeper into the course, you’ll gain practical insights into how the global financial crises of 2008-09 shook the very foundations of wealth management, and more recently, how the financial industry has grappled with the global pandemic, demonstrating the resilience and adaptability of this field.
We will also explore highly practical components of the programme where we look at topics such as building a successful wealth management franchise, financial planning-led wealth management offerings, client growth strategies, regulatory and tax regimes, and the quest for an exceptional client experience. Each chapter of the course is designed to equip you with comprehensive knowledge and the practical skills necessary to thrive in the world of modern wealth management.
Upcoming start dates
Suitability - Who should attend?
The course equips students with a comprehensive and practical understanding across the dimensions of Wealth Management. As such it is the perfect programme for the following roles and functions:
- Wealth managers
- Financial advisors
- Private banking professionals
- Investment advisors
- Portfolio managers
- Relationship managers
- Wealth management consultants
- Family office professionals
- Trust officers
- Estate planning advisors
- Financial planners
- Investment analysts
Outcome / Qualification etc.
- Earn an Executive Certificate issued by the University of Bath School of Management, enhancing your credentials and expertise in the field.
- Holistic Understanding: Gain a thorough view of wealth management, covering historical roots and adapting to modern challenges.
- Real-world Insights: Learn from major financial events' impact, like the 2008 crisis and recent global challenges, preparing for future uncertainties.
- Tailored for Diverse Roles: Designed for wealth managers, financial advisors, and more, offering specialised knowledge for career enhancement.
- Practical Skills Focus: Emphasises actionable skills such as building successful franchises and client growth strategies.
- Networking and Recognition: Opportunities to network with industry professionals and gain recognition for career advancement.
- Flexible Learning: Study online, with self-paced chapters and diverse learning activities, allowing you to balance your professional and personal commitments.
Training Course Content
- Chapter 1 – The Past, Present & Future of Wealth Management
- Chapter 2 – Building the Drivers of a Successful Wealth Management Franchise
- Chapter 3 – Financial Planning-Led Wealth Management
- Chapter 4 – Client Growth & Anticipating / Meeting Client Needs
- Chapter 5 – Regulatory & Tax Regimes
- Chapter 6 – Exceptional Client Experience: Who Will be the Disney / Ritz / Amazon of Wealth Management
Course delivery details
Delivered 100% online, the course is broken down into chapters released every three weeks, allowing you to manage your studies around work and personal commitments. Course materials and learning activities are accessed via our LMS (Learning Management System):
- Study and download the course instructional materials
- Network with fellow students via the online forum and take part in group discussions
- Access interactive content, including video tutorials and case-studies
- Post questions and interact with your expert course director
- Complete your end of chapter assessments and receive instant feedback
Study on the go: the course is accessed via our responsive online Learning Management System (LMS). Here you can access and download all lessons and materials from any device with an internet connection.
Groups & Customised Training
ZISHI are global leaders in the creation of customized in-company training programmes. If you have a group or team who would benefit from this course - whether via distance learning, classroom or blended delivery - we can run a cohort exclusively for you.
More importantly we can customise the course content to focus on your specific needs. We can also create programmes from scratch that are university accredited so all your learners get the benefit of unique qualification from a leading UK university.