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.
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.
Following Unit 1, you will be able to:
Following Unit 2, you will be able to:
Following Unit 3, you will be able to:
Following Unit 4, you will be able to:
Following Unit 5, you will be able to:
Following Unit 6, you will be able to:
Following Unit 7, you will be able to:
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 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.
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.
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.
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