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Certified Wealth Practitioner Programme

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The Certified Wealth Practitioner programme focuses on the requisite competencies and expertise for delivering wealth management services to high-net-worth individuals, families or businesses. The programme defines and positions wealth management services following a principles-based approach which treats the customer with professional integrity.

Business Ethics and Compliance 

Wealth Management

Relationship Management

Ethics and morality 

Economic development and wealth management 

A theory of relational exchange

Ethical dilemmas 

The principles of planning

Trends in Customer Relationship Management

Business ethics and trust

Stock markets and wealth generation

Customer Intimacy and Customer Relationship Management (CRM)

Business ethics and agency          relationships in banks

Building blocks of instruments and products using traded capital market products.

Compliance and compliance risk

Risk in financial services

Money laundering

The client needs analysis 

Asset allocation

Wealth Tech

Leading trends in Personal Financial Management

Specific instruments and asset classes

Protection

Loans

Property

Structured products

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