Postgraduate Certificate in Wealth Management

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Overview

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Learning outcomes

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Course content

1

Wealth Management Strategies

2

Investment Analysis and Portfolio Management

3

Estate Planning and Taxation

4

Risk Management and Insurance Planning

5

Retirement Planning and Employee Benefits

6

Financial Planning Process and Ethics

7

International Wealth Management

8

Alternative Investments and Asset Allocation

9

Client Relationship Management

10

Regulatory Environment and Compliance.

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

Career Path

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Key facts

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Why this course

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Frequently asked questions

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Showcase your achievement with a professional certificate upon successful course completion.