Wealth Management Program

Overview

Wealth management is one of the fastest growing sectors within the financial services industry. Global wealth has been rapidly increasing and is expected to grow at a steady pace in the years to come. Wealth management is increasingly a knowledge business, and one which requires professionals to understand the individual needs of their clients and the increasingly complex financial products. The huge increases in wealth in new markets as well as the growing demand for sophisticated products and professional client services require a new breed of wealth managers – individuals able to navigate a world of wealth owners and investment opportunities.

Key Benefits of Attending this Program:

  • Explore importance of building client relationships in wealth management
  • Learn sophisticated techniques to assess a client’s overall financial situation and risks
  • Understand the various portfolio selection techniques and importance of a balanced portfolio
  • Enhance your understanding of wealth management products and the most effective ways to market them

 

Course Agenda

Module 1: Developing Strategic Approaches to Wealth Management
Topic 1: Understanding Emerging Trends in Wealth Management
Topic 2: Profiling the High Net Worth (HNW) Investor and the Affluent
Topic 3: Developing Portfolio Policies and Strategies
 
Module 2:  Constructing the Investment Portfolio
Topic 1: Understanding the Portfolio Management Process
Topic 2: Constructing Global Investment Portfolio
Topic 3: Examining the Risk and Return Relationship
 
Module 3: Managing Equity Portfolio Investment
Topic 1: Evaluating the Impact of Macroeconomic Factors on Investments
Topic 2: Finding and Evaluating the Story Behind the Investment
Topic 3: Selecting Stocks based on Fundamental Analysis
Topic 4: Selecting Stocks based on Technical Analysis
Module 4: Managing Fixed Income Investment
Topic 1: Evaluating the Investment Characteristics of Bonds
Topic 2: Analyzing the Pricing and Returns of Bonds
Topic 3: Understanding the Investment Risks of Bonds
Topic 4: Diversifying Bond Investments to Minimize Risks
 
Module 5: Evaluating Wealth Management Strategies and Performance
Topic 1: Developing equity management strategies
Topic 2: Developing fixed-income management strategies
Topic 3: Evaluating Portfolio Management Performance

 

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