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Postgraduate Certificate in Wealth Management

14-week course

Starts 21st October 2020

Delivered by tutored distance learning

A Postgraduate Certificate course in partnership with Middlesex University

Course Structure

The course takes place over 14 weeks and comprises seven core units. The units will be released every two weeks from the start of the course. Download the units or study completely online.


Assessment and Postgraduate Certification

At the end of each unit there is an assessment that will allow you to measure your progress. If you wish to receive a Postgraduate Certificate from Middlesex University, you will also need to submit an assignment of 5000 words. The assignment will be based on an on-going case study that runs throughout the duration of the course.

View the prospectus

 

Course Directors


Malik S Sarwar

As a Wealth Management executive, Malik has operated at the leading edge of the Global WM industry with 30+ years of experience as a senior executive across the US, Asia and EMEA. His career highlights include Global Head of Sales Management/ Wealth Development at HSBC, President Citicorp WM, NY, WM Head Citibank Asia and business leadership roles at Merrill Lynch, ADIB and Permal. Malik has been a registered principal with NASD in US for managing WM advisory business. Malik is a passionate  speakerat WM conferences and writes on key topics of leadership, women empowerment, advisor excellence and exceptional client experience. He is an Advisor to Acumen Fund and a Senior Advisor to Singapore Consultancy.


Vineet K Vohra, CFA

Vineet is a distinguished wealth management professional with a rich background in business and functional leadership roles over a 25 year period at Citi, HSBC, ING and ANZ, based in Asia. He offers Leadership Search, Talent Development and Board Advisory services to the wider industry. He is a regular speaker and contributor to industry advocacy efforts, incl. curriculum development for the CFA Institute. He holds degrees in engineering and management, and a CFA charter.

Start Dates: 21  October 2020
Duration: 14 weeks, delivered by distance learning
Course Faculty: Malik Sarwar & Vineet K Vohra, CFA
Certification: Postgraduate Certification (optional)


Read about the fees here

Read our FAQ page here

The course has been developed by practitioners for practitioners, and is taught by one of the world’s most sought after consultants. It is the only wealth management course delivered exclusively online via distance learning.

Learn online and get professional training while you work

You have 24/7 access to course materials and tutorial support, plus you can network with other course attendees.

We'll give you an online test after each unit to make sure you're on track.  and you also have the chance to study for a Postgraduate Certificate.

Read the agenda to find out more.

Distance learning, e-learning and blended delivery

We can tailor this course and its delivery to match your requirements. Whether it is a complete distance learning course or blended learning, we will ensure that our dedicated team and professional trainers will produce and deliver the perfect training programme.

Read more

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We are the official learning partner of WealthManagement.com

WealthManagement delivers independent editorial expertise and proven financial services marketing solutions for measurable ROI. Over 435,000 financial advisors and wealth professionals rely on WealthManagement information, editorial insight, and analysis to assist them in their client activities to improve practice management and gathering of assets. Our marketing services and multi-media channels are used by several hundred wealth management firms daily to promote and communicate product, brand, and career opportunities to financial advisors and wealth professionals 


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