All available course dates
This in-house training programme has been designed to be interactive and promote discussion. Formal lectures are kept relatively short as the desire is to practice and discuss ideas. The two key ways delegates will learn in the course is through role plays and ‘Breaking News’ which are described below.
During the programme exercises, delegates will be given a newspaper article covering an event in financial markets relevant to the topic just discussed, e.g. ‘Fed forecasting rates cut’. Delegates are then asked to simulate a discussion with a customer to explain what this means technically and then how it relates to their customer’s own situation. In addition to consolidating the technical and product discussions this is designed to get the RMs thinking about financial news and its impact and how to relate this information to their different customer types.
This in-house programme is best suited for the following delegates:
Upon successful completion of this in-house programme, deleagtes will:
The content for this in-house programme is structured as follows:
LEORON delivers this course on an in-house basis, helping meet your company's specific training needs. Their customised training solutions are available worldwide and can be delivered at your offices or at conveniently located training facilities.
LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...
Find out more about this Certified Wealth Management Professional (In-House) course - simply fill out your details:
![]() |
Read the course |
|
![]() |
Fill in your details and Request information |
|
![]() |
Receive all the info you need |
LEORON Institute is accredited by ANSI as, ANSI-Accredited Certificate Issuer.
Read more