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Made in

English
Last updated at

Fri, 23-Oct-2026
Level
Intermediate
Total lessons

60
Total duration

00:00:00 Hours
Number of reviews

0
Total enrolment

25
Avg rating
Short description
Move from product knowledge to a structured professional process: identify client needs, weigh alternatives, assess suitability and communicate the rationale across wealth-management and transaction advisory work.
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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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