This course will enable you to provide practical guidance to clients on their wealth and advise them on their portfolio. This course aims to provide the basic knowledge and technical competence required for Wealth Management and Financial Advisory professionals.

This course aims to provide the basic knowledge and technical competence required for Wealth Management and Financial Advisory professionals.

The online portion of this course consists of interactive self-paced learning material, which the learners can go through at their own pace.
In classroom sessions,

• Simple topics will be recapped for important points and concepts.
• Moderately difficult topics will be explained in brief with example(s) and demonstration(s).
• Difficult topics will be explained in depth with example(s) and demonstration(s) for each concept.

Candidates who undertake this course will be ready to take up Advisory and Relationship Manager roles to manage client wealth and advise them on their portfolios.