Professional Certificate in Wealth Management Strategies

Overview

Learning outcomes

Course content

• 1
  Introduction to Wealth Management

• 2
  Investment Strategies and Portfolio Management

• 3
  Risk Assessment and Management

• 4
  Taxation and Estate Planning

• 5
  Behavioral Finance and Client Psychology

• 6
  Alternative Investments and Diversification

• 7
  Retirement Planning and Income Strategies

• 8
  Ethics and Professional Standards in Wealth Management

• 9
  Regulatory Environment and Compliance

• 10
  Client Relationship Management and Communication Skills

Duration

The programme is available in two duration modes:
Fast track - 1 month
Standard mode - 2 months

Course fee

The fee for the programme is as follows:
Fast track - 1 month: GBP £140
Standard mode - 2 months: GBP £90