Wealth Management Essentials

Program Details

Wealth Management Essentials

Building Comprehensive Financial Advisory and Long-Term Wealth Solutions

This course provides a comprehensive understanding of wealth management, covering financial planning, investment strategies, retirement and risk planning, tax and estate management, and ethical advisory practices. Participants will gain the skills required to evaluate client needs, build tailored portfolios, protect wealth, and deliver long-term financial advisory solutions. The course combines theory with practical case studies relevant to global and GCC markets.

Learning Outcomes

Benefits for Individuals

Develops comprehensive wealth-management knowledge
Improves confidence in advising high-net-worth clients
Builds practical skills in investment analysis and portfolio creation
Enhances career prospects in financial planning and wealth advisory
Provides hands-on experience through case studies and simulations
Strengthens decision-making in complex financial scenarios

Benefits for Organizations

Strengthens the organisation’s capability to offer holistic wealth advisory services
Enhances client trust and retention through advanced advisory skills
Improves accuracy in portfolio construction and financial recommendations
Builds internal expertise in retirement, risk, tax, and estate planning
Equips the advisory force with practical tools for high-net-worth client management
Supports compliance through stronger understanding of ethics and regulatory expectations

Target Competences

Analyze and recommend suitable investment instruments

Apply ethical and professional standards in client advisory

Apply risk-management and insurance planning frameworks

Build diversified portfolios based on risk profiles

Conduct holistic financial assessments for clients

Design retirement strategies and wealth-preservation plans

Apply ethical and professional standards in client advisory

Understand tax-efficient and estate-planning approaches

Understand the full scope and role of wealth management

Our Partner

certified by KGC

Professional Development Organization

KGC (Knowledge Group) provides training, certifications, and skill-building programs across multiple industries. It helps individuals and organizations enhance expertise, achieve career growth, and stay competitive in today’s evolving business environment.

Course Curriculum

Program Modules

Introduction to Wealth Management

Personal Financial Assessment

Investment Management – Part 1

Investment Management – Part 2

Risk Management & Insurance Planning

Retirement Planning

Tax Planning & Wealth Preservation

Estate Planning & Wealth Transfer

Ethics, Behavioral Finance & Best Practice

Course Curriculum

Wealth Management Essentials

9 Modules

15% OFF

Advanced level

Program Details