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Introduction

With global private wealth estimated at $204 trillion, and $84 trillion expected to transfer in the next 20 years, effective wealth management is increasingly vital. Africa, while accounting for only 1% of global private wealth, has significant opportunities to grow in this area.

The Wealth Management Executive Programme addresses the challenges faced in Africa, including knowledge gaps and cultural barriers to wealth transfer. This programme aims to empower participants with the expertise to manage and transfer wealth successfully, fostering the growth of informed wealth managers across Africa.

Overview

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.

Target Participants

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

Programme Objectives

  • 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.

Key Learning Outcomes

By the end of the programme, participants should be able to:

  • 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.

Programme Benefits

  • 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.

Programme Delivery

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 delivery of the course is 8 weeks for 1 day a week Thursdays 7:00 am-13:00 pm).

The mode of delivery is In-Person at the SBS Campus.

Programme Structure

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

Faculty

To address the need for practical hands-on learning the course will be taught by a mix of industry practitioners and highly qualified faculty.
Our faculty members bring a diverse range of perspectives and approaches to the programme, ensuring that participants receive a comprehensive and well-rounded education.

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Key Details


Date: TBC

Cost: TBC

Mode: Physical


For more information on the programme, write to Kenneth on eeopenprograms@strathmore.edu / ktoroitich@strathmore.edu or

call +254 725 633 211 (Tel).

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