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Made in

English
Last updated at

Sat, 29-Aug-2026
Level
Intermediate
Total lessons

60
Total duration

00:00:00 Hours
Number of reviews

0
Total enrolment

23
Avg rating
Short description
Master wealth advisory, investment solutions and strategic deal-making to deliver trusted financial guidance.
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Requirements
  • Graduation is mandatory.
Outcomes
  • Understanding of wealth advisory, sales and execution models across the financial services ecosystem
  • Practical frameworks for client segmentation, need analysis, goal mapping and risk profiling
  • Skills in asset allocation, portfolio construction, suitability assessment and investment policy preparation
  • Knowledge of capital raising, private placements, IPO advisory and public issuances
  • Understanding of M&A advisory, valuation support and the complete deal lifecycle
  • Professional practices in relation to ethics, disclosure, documentation, confidentiality and conflict management
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