Day One
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|
| Session 1.1 |
Introduction to Wealth Management
|
|
| Session 1.2 |
Advanced Consultative Selling |
|
Day Two
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|
| Session 2.1 |
Strategic Relationship Management
|
|
| Session 2.2 |
Interpersonal Styles Psychology of HNWI |
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Day Three
|
|
| Session 3.1 |
Wealth Management & Financial Planning |
|
| Session 3.2 |
Modern Portfolio Theory, CAPM, Regulatory, Anti-Money Laundering |
|
Day Four
|
|
| Session 4.1 |
Capital Markets, Valuations, Financial Statements |
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| Session 4.2 |
Wealth Management Products |
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| Role play & Break out sessions
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|
