New entrants in the wealth management industry (e.g. university graduates, retail or personal bankers, insurance agents)
Support staff in a wealth management organization (e.g. service assistants, compliance officers)
More experienced wealth managers who feel ‘stuck’ in a product-oriented way of providing their services, but who want to change the way they operate and think about adding value to their clients
The entire programme – including assessment – is expected to take 10 study hours.
Private Wealth Manager Essentials is a short version of our an extensive Private Wealth Manager Foundation Certification Programme,
which Hubbis offers separately.