Study cover for The Mechanics of Wealth Management
Postgraduate Certificate Online

The Mechanics of Wealth Management

Middlesex University

3 months
Duration
1799 GBP/full
1799 GBP/full
Unknown
Tuition fee
Anytime
Unknown
Apply date
Unknown
Start date

About

The Mechanics of Wealth Management course is offered in partnership with Middlesex University.

Visit the official programme website for more information

Overview

What you’ll learn in The Mechanics of Wealth Management course at Middlesex University

  • The core principles of wealth management and how they have developed for private clients 
  • The history, lessons learned, the present and the future of wealth management 
  • The six key drivers of building and growing a wealth management franchise 
  • How to apply these drivers to different client segments 
  • How to identify and apply international best practices 
  • How the regulatory and tax regimes impact wealth management businesses, both onshore and offshore   
  • How to apply financial planning to help clients achieve life goals   
  • How to become the wealth management equivalent to Disney, Ritz and Amazon when it comes to client servicing

Postgraduate certificate option

You have the option to receive a postgraduate certificate validated by Middlesex University Business School.

You will need to submit an additional marked assignment of 5000 words, based on a continuing case study that runs throughout the duration of the course.

Programme Structure

Modules include:

  • The Past, Present and Future of Wealth Management
  • Building the Drivers of a Sustainable Wealth Management Franchise
  • The Holistic Wealth Management Offering
  • Clients Growth and Anticipating/Meeting Client Needs
  • Regulatory and tax regimes
  • The financial planning process
  • Exceptional Client Experience: Who Will be the Disney/ Ritz of Wealth Management

Key information

Duration

  • Part-time
    • 3 months

Start dates & application deadlines

Delivered

Online

Academic requirements

We are not aware of any academic requirements for this programme.

Tuition Fee

To alway see correct tuition fees
  • International

    1799 GBP/full
    Tuition Fee
    Based on the tuition of 1799 GBP for the full programme during 3 months.
  • National

    1799 GBP/full
    Tuition Fee
    Based on the tuition of 1799 GBP for the full programme during 3 months.

Funding

Studyportals Tip: Students can search online for independent or external scholarships that can help fund their studies. Check the scholarships to see whether you are eligible to apply. Many scholarships are either merit-based or needs-based.

Our partners

The Mechanics of Wealth Management
-
Middlesex University

Wishlist

Go to your profile page to get personalised recommendations!