Vue d'ensemble

The Wealth Management Executive Programme is designed to equip participants with the knowledge and skills to effectively create, manage, and preserve wealth.

Covering key areas such as asset allocation, investment planning, portfolio management, tax optimization, retirement planning, and estate planning, the programme provides a solid foundation in wealth management.

Through practical workshops and case studies, participants will gain the tools needed to manage wealth for individuals, families, or clients. Networking with professionals in the field further enhances the learning experience, preparing participants to contribute to Africa’s growing wealth management sector.

Participants cibles

The programme is recommended for (but not limited to:)

• Financial Managers
• Wealth Managers
• Family Business Owners
• Owner-managers
• Entrepreneurs
• Bankers
• Insurance Brokers, and
• Individual Investors

Objectifs du programme

• Develop effective wealth management strategies.
• Learn investment planning and portfolio management.
• Explore behavioural finance and investor psychology.
• Understand tax, estate, and succession planning.
• Design personalised financial plans and communicate strategies effectively.

Résultats clés de l'apprentissage

A la fin du programme, les participants devraient être capables de :

• Gain practical knowledge of wealth creation and preservation techniques.
• Develop personalised financial plans aligned with risk tolerance and financial goals.
• Master strategies for tax optimisation, estate planning, and succession planning.
• Build critical thinking skills to address complex financial challenges.
• Effectively communicate financial strategies with clients, stakeholders, and family members.
• Learn ethical and regulatory best practices in wealth management.

Avantages du programme

• Build tailored wealth investment and preservation plans.
• Learn to manage risk and maximise returns.
• Gain practical tools for financial planning and investment.
• Network with wealth managers and industry leaders.
• Align strategies with ethical and regulatory standards.

Exécution du programme

The course uses interactive sessions, real-life cases, group discussions, individual exercises, and team-based exercises based on experiential learning. It will be delivered by wealth management experts (both academics and practitioners).

The mode of delivery is En personne at the SBS Campus.

Structure du programme

Wealth Management Foundations:

• Introduction to Wealth Management and Financial Wellness
• Principles of Investing & Portfolio Selection
• Asset Allocation & Investment Planning

Behavioral Finance & Investor Psychology:

• Understanding Self with Clarity 4D
• Behavioral Finance and Investor Psychology

Risk Management & Financial Planning:

• Risk Management Strategies
• Financial Planning & Debt Management

Tax & Estate Planning:

• Real Estate & Tax Planning
• Tax Optimization & Estate Planning

Retirement & Succession Planning:

• Retirement Planning
• Succession Planning & Wealth Transfer

Emerging Investment Trends:

• Digital Currency & Cryptocurrencies
• Forex & Investment Opportunities

Wealth Management Clinics
Developing a Vision Board
Presentation of Wealth Management Plan

Faculté

Pour répondre au besoin d'apprentissage pratique, le cours sera dispensé par un mélange de praticiens de l'industrie et de professeurs hautement qualifiés.
Les membres de notre corps professoral apportent un large éventail de perspectives et d'approches au programme, garantissant ainsi aux participants une formation complète et équilibrée.