Financial Planning and Wealth Management

Overview

Designed for ambitious professionals, Financial Planning and Wealth Management is an intensive professional program in Finance & Banking that gives participants the confidence and tools to perform at a higher level. Over five focused days, participants explore the methods, tools and real cases behind financial Planning and Wealth Management, and leave with a clear plan they can put to work in their own organization.

Who Should Attend

This program is ideal for managers, specialists and technical professionals in Finance & Banking who want to strengthen their expertise in financial Planning and Wealth Management, as well as anyone preparing to take on greater responsibility in this area.

Learning Objectives

• Measure outcomes and drive continuous improvement.
• Make better decisions using data and structured thinking.
• Apply practical financial Planning and Wealth Management methods and tools to real work situations.
• Avoid the most common pitfalls and manage risk proactively.
• Use recognized frameworks to improve quality and performance.

Course Outline

• Module 1: Risk, compliance and governance considerations
• Module 2: Measurement, review and continuous improvement
• Module 3: Foundations and key concepts of financial Planning and Wealth Management
• Module 4: Tools, techniques and hands-on application
• Module 5: Planning, implementation and execution
• Module 6: Standards, frameworks and professional practice

Certification

On successful completion, participants receive an accredited AIAT certificate of attendance from AIAT.