By the end of this training course, trainees will be able to:

-    Explain the global wealth-management value chain (advice, discretionary, and advisory mandates) and the roles of front, middle, and back office with clear handoffs.

-    Assess client suitability and risk tolerance to produce an IPS (Investment Policy Statement) aligned to regulatory requirements and best practice.

-    Construct core-satellite portfolios across major asset classes (equities, fixed income, cash, alternatives) and justify allocations using risk/return metrics.

-    Compare and select investment vehicles (mutual funds, ETFs, SMAs, structured products) based on cost, liquidity, tracking, and tax considerations.

-    Analyze and communicate portfolio performance using absolute, relative, and risk-adjusted measures (e.g., TWR, MWR, Sharpe, drawdown).

-    Identify key wealth-planning needs (retirement, education, estate/trust basics, protection) and coordinate with specialist partners.

-    Apply client-centric sales and after-sales practices that improve retention and share-of-wallet while complying with suitability and disclosure standards.

-    Relationship managers, investment advisors, product specialists, and new hires transitioning into wealth management.