Certified Wealth Management Professional (In-House)

LEORON Professional Development Institute
Course summary
Corporate Training for Teams
5 days
4,190 USD excl. VAT
Course Dates
4,190 USD
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Course Description

Certified Wealth Management Professional (In-House)

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.

Suitability - Who should attend?

This in-house programme is best suited for the following delegates:

  • Client Relationship managers in the finance industry
  • Wealth Managers
  • Private Bankers
  • Desk Heads
  • Investment Advisors
  • Retail Banking Relationship Managers

Outcome / Qualification etc.

Upon successful completion of this in-house programme, deleagtes will:

  • Understand of investment theory including Asset Allocation, Portfolio Theory and diversification
  • Understand the key asset classes suitable for clients including equities, bonds, alternatives
  • Appreciate macro-economic variables and how they impact a customer’s portfolio
  • Appreciate the different client personality types and how to build relationships with
  • Gain questioning and negotiation skills. How to discover what the client really wants

Training Course Content

The content for this in-house programme is structured as follows:

  • What is Wealth
  • The Future of Retail Banking and Your Differentiation
  • Investment Knowledge Essentials
  • Modern Portfolio Theory
  • Getting to know your Client
  • Interpersonal Styles and the Psychology of HNWI Clients
  • Historical View of Asset Class Behavior
  • Behavioral Finance
  • The Asset Classes


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.

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Provider: LEORON Professional Development Institute

LEORON Professional Development Institute

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...

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