The Wealth Manager

This pathway will provide you with a solid grounding in the broad skillset expected of private wealth managers/private bankers. It will give you a rounded view of the knowledge and skills required to be a successful performer in a wealth management or private banking business.  

6
Courses

30  Hours

31
Tutorials

Become a wealth manager with this online course

The Wealth Manager

This pathway will provide you with a solid grounding in the broad skillset expected of private wealth managers/private bankers. It will give you a rounded view of the knowledge and skills required to be a successful performer in a wealth management or private banking business.  

6
Courses

30  Hours

31
Tutorials

Become a wealth manager with this online course

The Wealth Manager

This pathway will provide you with a solid grounding in the broad skillset expected of private wealth managers/private bankers. It will give you a rounded view of the knowledge and skills required to be a successful performer in a wealth management or private banking business.  

Become a wealth manager with this online course

6
Courses

30 
Hours

31
Tutorials

Why Should I Take This Pathway?

Private wealth management is the professional provision of specialist financial and banking support to affluent clients known as high net worth individuals (HNWIs). Depending on the firm and its client mandate, this may not simply be about providing investment advice or investment management services – it is often about the holistic management, planning, and coordination of an individual's financial life, taking into account both their current and future needs.

This pathway will provide you with a solid grounding in the broad skillset expected of private wealth managers/private bankers. It will give you a rounded view of the knowledge and skills required to be a successful performer in a wealth management or private banking business.  
The wealth manager

What's Included?

The following 6 courses are included in this pathway.
Gain a professional wealth manager certification

Gain Industry Knowledge and a Certification

 Access your learning wherever you are. 
 Test your knowledge throughout each tutorial with
regular review questions. 
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.