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 program consists of 8 modules, covering 98 lessons.
Each lesson, including a knowledge test, should take approximately 2 hours.
Tack your progress using your own unique account on our purpose built learning website.
Participants and – if applicable – their superiors are able to monitor the progress being made by the participants.