Wealth Management Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Wealth Management




Total 82 training courses and degree programs available around the world.

Applied Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

•The Adviser-Client Relationship
•Cash Management
•Financial Protection against Risk
•Pension Wrappers
•Other Investments
•Methods of Portfolio Protection
•Taxation &, Trusts

Our study packages are designed to suit your learning style and availability. We offer an intensive classroom course or an online learning course.

Whichever you choose, you will have to study independently to pass. All our Financial Markets training includes access to our online portal as part of the package.

Classroom Tuition

CISI Chartered Wealth Manager (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The Chartered Wealth Manager Qualification is a specialist qualification for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate their competence in devising investment portfolios that meet clients&,#146, needs.

Why enrol on the Chartered Wealth Manager Qualification?

The Chartered Wealth Manager Qualification is a highly regard qualification and is developed in consultation with leading stockbrokers, investment banks and industry trade bodies, including the Wealth Management Association (WMA). This special qualification offers candidates in-depth knowledge on investment issues. This qualification is also a client-focused practical qualification with around 40% of the study time allocated to working with client case scenarios. It quips advisers with a qualification which will help build client confidence and trust.

What&,#146,s on the syllabus?

The qualification consists of three papers:
•Finan... [Read More]

CISI International Certificate in Wealth and Investment Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice. It&,#146,s broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.

Why enrol on the ICWIM?

The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.

About the exam

The ICWIM is examined via computer based testing and exams take place throughout the year.

The exam consists of 100 multiple choice questions and lasts 2 hours.

Applied Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning Singapore
Training Center(s)/Venue(s): Singapore, Singapore
  V

•The Adviser-Client Relationship
•Cash Management
•Financial Protection against Risk
•Pension Wrappers
•Other Investments
•Methods of Portfolio Protection
•Taxation &, Trusts

Our study packages are designed to suit your learning style and availability. We offer an intensive classroom course or an online learning course.

Whichever you choose, you will have to study independently to pass. All our Financial Markets training includes access to our online portal as part of the package.

Classroom Tuition

CISI Chartered Wealth Manager (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning Singapore
Training Center(s)/Venue(s): Singapore, Singapore
  V

The Chartered Wealth Manager Qualification is a specialist qualification for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate their competence in devising investment portfolios that meet clients&,#146, needs.

Why enrol on the Chartered Wealth Manager Qualification?

The Chartered Wealth Manager Qualification is a highly regard qualification and is developed in consultation with leading stockbrokers, investment banks and industry trade bodies, including the Wealth Management Association (WMA). This special qualification offers candidates in-depth knowledge on investment issues. This qualification is also a client-focused practical qualification with around 40% of the study time allocated to working with client case scenarios. It quips advisers with a qualification which will help build client confidence and trust.

What&,#146,s on the syllabus?

The qualification consists of three papers:
•Finan... [Read More]

CISI International Certificate in Wealth and Investment Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning Singapore
Training Center(s)/Venue(s): Singapore, Singapore
  V

The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice. It&,#146,s broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.

Why enrol on the ICWIM?

The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.

About the exam

The ICWIM is examined via computer based testing and exams take place throughout the year.

The exam consists of 100 multiple choice questions and lasts 2 hours.

Applied Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

•The Adviser-Client Relationship
•Cash Management
•Financial Protection against Risk
•Pension Wrappers
•Other Investments
•Methods of Portfolio Protection
•Taxation &, Trusts

Our study packages are designed to suit your learning style and availability. We offer an intensive classroom course or an online learning course.

Whichever you choose, you will have to study independently to pass. All our Financial Markets training includes access to our online portal as part of the package.

Classroom Tuition

CISI Chartered Wealth Manager (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

The Chartered Wealth Manager Qualification is a specialist qualification for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate their competence in devising investment portfolios that meet clients&,#146, needs.

Why enrol on the Chartered Wealth Manager Qualification?

The Chartered Wealth Manager Qualification is a highly regard qualification and is developed in consultation with leading stockbrokers, investment banks and industry trade bodies, including the Wealth Management Association (WMA). This special qualification offers candidates in-depth knowledge on investment issues. This qualification is also a client-focused practical qualification with around 40% of the study time allocated to working with client case scenarios. It quips advisers with a qualification which will help build client confidence and trust.

What&,#146,s on the syllabus?

The qualification consists of three papers:
•Finan... [Read More]

CISI International Certificate in Wealth and Investment Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice. It&,#146,s broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.

Why enrol on the ICWIM?

The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.

About the exam

The ICWIM is examined via computer based testing and exams take place throughout the year.

The exam consists of 100 multiple choice questions and lasts 2 hours.

Applied Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

•The Adviser-Client Relationship
•Cash Management
•Financial Protection against Risk
•Pension Wrappers
•Other Investments
•Methods of Portfolio Protection
•Taxation &, Trusts

Our study packages are designed to suit your learning style and availability. We offer an intensive classroom course or an online learning course.

Whichever you choose, you will have to study independently to pass. All our Financial Markets training includes access to our online portal as part of the package.

Classroom Tuition

CISI Chartered Wealth Manager (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

The Chartered Wealth Manager Qualification is a specialist qualification for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate their competence in devising investment portfolios that meet clients&,#146, needs.

Why enrol on the Chartered Wealth Manager Qualification?

The Chartered Wealth Manager Qualification is a highly regard qualification and is developed in consultation with leading stockbrokers, investment banks and industry trade bodies, including the Wealth Management Association (WMA). This special qualification offers candidates in-depth knowledge on investment issues. This qualification is also a client-focused practical qualification with around 40% of the study time allocated to working with client case scenarios. It quips advisers with a qualification which will help build client confidence and trust.

What&,#146,s on the syllabus?

The qualification consists of three papers:
•Finan... [Read More]

CISI International Certificate in Wealth and Investment Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice. It&,#146,s broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.

Why enrol on the ICWIM?

The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.

About the exam

The ICWIM is examined via computer based testing and exams take place throughout the year.

The exam consists of 100 multiple choice questions and lasts 2 hours.

Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Baruch College Continuing & Professional Studies
Training Center(s)/Venue(s): New York City, United States

Designed to help individual investors understand and evaluate the wealth management landscape. Become educated on how to become a better consumer of financial products and services.

Wealth Management (Master Degree)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: DePaul University
Training Center(s)/Venue(s): Chicago, United States
  V

The Master of Science in Wealth Management is a highly competitive cohort program designed for professionals currently working in the field or have a credible commitment to wealth management. Through rigorous course work and real-world case analyses in all aspects of wealth management, encompassing financial planning, accounting, estate planning and the psychology of financial decision-making, students develop skills become competitive agents in today&,#146,s growing market for professional wealth management.

The GMAT requirement may be waived for those applicants with a related professional designation (e.g., CPA, CFA, CFP) or a related graduate degree (e.g., MBA, MST, JD). The GMAT requirement also may be waived for applicants with extensive work experience.

Private Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Wharton San Francisco Campus
Training Center(s)/Venue(s): San Francisco, United States
  V

This distinctive Wharton experience uses class lectures, interactive casework, and participants?personal experiences to increase your depth of knowledge in key areas of wealth management and prepare you to apply it to your own situation.

Potential Private Wealth Management topics of discussion include:
History of Financial Markets
Asset Allocation
Portfolio Theory
Evaluation of Investment Managers and Wealth Management Advisors
Alternative Investments
Family Governance and Wealth Transfer
Real Estate
Decision Making
Subprime Crisis and Public Policy

Who Attends This Program

Participants are high-net-worth family investors who seek more education about how to better protect their wealth.

Private Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: The Wharton School, University of Pennsylvania
Training Center(s)/Venue(s): Philadelphia, United States
  V

Whether the wealth arrives predictably or suddenly, many families find financial decision making to be a major challenge. A joint effort between Wharton and the Institute for Private Investors (IPI), the Institute for Private Investors&,#146, Private Wealth Management Program is a five-day residential program that will help your family meet the complex challenge of wealth management education and wealth asset management.

During your stay at Wharton you will:
Increase your depth of knowledge in key areas of private wealth management.
Learn the latest thinking in modern portfolio theory, global markets, asset allocation, family governance, and manager selection.
Have the rare opportunity to meet and collaborate with others who are also part of a family with substantial assets and have the need for family asset management.

Personal Wealth Creation

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: University of the Fraser Valley
Training Center(s)/Venue(s): Abbotsford, Chilliwack, Mission, Canada

This course is intended for non-business students who are interested in learning how to apply personal financial planning knowledge into personal wealth creation. The course aims at providing students with a hands-on overview and understanding on personal financial planning concepts and process with a practical approach.

Wealth Management and Estate Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Okanagan College
Training Center(s)/Venue(s): Kelowna, Oliver, Penticton, Revelstoke, Salmon Arm, Summerland, Vernon, Canada

This course examines market indicators in relation to wealth management and estate planning and progresses to an understanding of investment products. Investment planning, cash and debt management and estate planning are also explored.

Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Douglas College
Training Center(s)/Venue(s): New Westminster, Canada
  V

helps the student learn advanced financial planning concepts and techniques and apply sophisticated solutions to deal with more complex wealth management issues. The student will gain insight into the needs and expectations of high net worth clients and will learn to use business planning tools to expand a wealth management practice. The student will develop an advanced understanding of the wealth management process, client relationships, portfolio management, financial planning, and practice management.

Financial Services Management (Diploma)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Douglas College
Training Center(s)/Venue(s): New Westminster, Canada
  V

The Financial Services industry has developed into one of the most rapidly-growing fields of business in Canada. As a financial manager, you&,#146,ll deal with a wide range of financial products and personal financial planning options - and have the skills to financially manage a firm or your own business.

Demand for skilled employees is so great that we&,#146,ve revised our Financial Services Management Program, adding new courses developed with the Canadian financial industry. If you&,#146,re business-minded or thinking about a career in finance, completing the Financial Services Management Diploma Program will prepare you for a sector that continues to grow. (Students in other Commerce and Business Administration Programs may also enroll in Financial Services Management courses designated FINC).

The demand for investment managers
The possibilities are endless when it comes to financial management. Banks and investment companies offer increasing options to the consumer and this explosion of financial products requires trained special... [Read More]

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