Certified Wealth Management Professional (In-House)

LEORON Professional Development Institute

Course summary

5 days

4,190 USD excl. VAT

Worldwide

Next available date: Enquire for details - Worldwide

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LEORON Professional Development Institute

Corporate Training for Teams

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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.

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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

Expenses

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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The Partners for Quality Award recognizes an Employer providing support to an individual where there was a significant benefit to the Division or Society. LEORON institute was granted the prestigious award for their continued promotion of Organizational Excellence through training courses that are directly related to quality improvement techniques and methodologies they provide while promoting the values and mission of ASQ Quality Management Division.

Provider: LEORON Professional Development Institute

Built upon the strong experience in the manufacturing sector, which its founders developed in Sweden during the 90’s global expansion, LEORON evolved into the dominant training institute that offers a comprehensive set of training and development solutions. All across the...