Certified Wealth Management Professional

LEORON Professional Development Institute
Training overview
Professional Course
Virtual Classroom
5 days

Start dates
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Course description

Certified Wealth Management Professional

This training programme has been designed to be interactive and promote discussion. Formal lectures are kept relatively short as the desire is to practice and discuss ideas. The two key ways Participants will learn in the course is through role plays and ‘Breaking News’ which are described below.

During the programme exercises, Participants will be given a newspaper article covering an event in financial markets relevant to the topic just discussed, e.g. ‘Fed forecasting rates cut’. Participants are then asked to simulate a discussion with a customer to explain what this means technically and then how it relates to their customer’s own situation. In addition to consolidating the technical and product discussions this is designed to get the RMs thinking about financial news and its impact and how to relate this information to their different customer types.

Who should attend?

This programme is best suited for the following Participants:

  • Client Relationship managers in the finance industry
  • Wealth Managers
  • Private Bankers
  • Desk Heads
  • Investment Advisors
  • Retail Banking Relationship Managers

Training content

The content for this programme is structured as follows:

  • What is Wealth
  • The Future of Retail Banking and Your Differentiation
  • Investment Knowledge Essentials
  • Modern Portfolio Theory
  • Getting to know your Client
  • Interpersonal Styles and the Psychology of HNWI Clients
  • Historical View of Asset Class Behavior
  • Behavioral Finance
  • The Asset Classes

Certification / Credits

Upon successful completion of this programme, deleagtes will:

  • Understand of investment theory including Asset Allocation, Portfolio Theory and diversification
  • Understand the key asset classes suitable for clients including equities, bonds, alternatives
  • Appreciate macro-economic variables and how they impact a customer’s portfolio
  • Appreciate the different client personality types and how to build relationships with
  • Gain questioning and negotiation skills. How to discover what the client really wants

Why choose Leoron?

LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.

We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.

About Leoron

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...

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LEORON Professional Development Institute


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