The Wealth Management Development Programme is designed to develop Wealth Managers from a graduate/analyst level all the way up to a senior manager level. The programme has been designed in a modular fashion so that wealth managers with varying degrees of knowledge and experience can join the programme at the appropriate point for their abilities.

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We offer a range of technical courses designed specifically for the Wealth Manager. These courses focus on specific financial products and analytical skills relevant for the Wealth Management Industry.  

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To succeed in being a trusted client advisor, wealth managers must possess the requisite interpersonal skills as well as technical knowledge. 

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In the wake of numerous regulatory enforcement actions, it is now more important than ever that Wealth Managers are aware of their regulatory responsibilities. 

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