Certified Chartered Wealth Manager Program

Course Overview

The Certified Chartered Wealth Manager Program is a comprehensive training designed to equip financial professionals with the specialized skills required to excel in wealth management. In today’s complex financial landscape, managing wealth effectively demands an in-depth understanding of investments, taxation, estate planning, and financial advising. This program provides participants with the latest strategies and tools needed to advise high-net-worth clients, helping them achieve their long-term financial goals.

Course Objectives

By the end of this program, participants will have developed the skills and knowledge to:

• Design and implement tailored wealth management strategies for diverse client needs.
• Analyze investment opportunities, assessing their suitability for individual portfolios.
• Navigate complex financial environments, including taxation, estate planning, and risk management.
• Provide expert financial advice, guiding clients in achieving sustainable wealth growth.
• Understand regulatory frameworks and ethical standards in wealth management.

Course Outline

The program covers several essential wealth management topics, structured into focused, practical modules. Modules are highlighted to indicate key learning areas.

1. Fundamentals of Wealth Management
• Overview of the financial landscape and client relationship management.
• Understanding wealth accumulation strategies.
2. Investment Analysis and Portfolio Management
• Techniques in portfolio construction and risk assessment.
• Asset allocation, diversification, and investment risk control.
3. Estate Planning and Wealth Transfer
• Legal structures and tax-efficient planning for wealth transfer.
• Essential concepts in trusts, wills, and family business succession.
4. Taxation and Compliance in Wealth Management
• Navigating tax structures and compliance regulations.
• Maximizing tax efficiencies for high-net-worth clients.
5. Ethics and Regulatory Framework
• Professional ethics and the role of compliance in wealth management.
• International regulations and fiduciary responsibilities.
6. Advanced Financial Planning Techniques
• Strategic planning for retirement, education funding, and insurance.
• Balancing income, growth, and preservation strategies.
7. Risk Management in Wealth Advisory
• Managing risks across client portfolios.
• Hedging strategies and insurance products for wealth protection.

Target Group

This program is designed for:

• Financial advisors, investment managers, and wealth management professionals looking to deepen their expertise.
• Bankers, accountants, and financial planners transitioning into wealth management roles.
• Entrepreneurs, business owners, and professionals seeking to manage their wealth effectively.
• Those pursuing a career in financial consultancy or wealth advisory services.

Course Cost

The course fee is structured as follows:

• 5-Day Program: €3,700
• 10-Day Program: €6,500

This flexible program is available on various dates to accommodate participants’ schedules. Please get in touch with us to schedule training dates that meet your availability.

Organizers

This Certified Chartered Wealth Manager Program is organized by the Geneva Institute of Business Management in partnership with renowned European financial institutions.