Certified Wealth Management Specialist – Online Course


The Wealth industry has changed with the rise of new wealth and the introduction of technology in financial services. The role of the modern relationship manager is to provide traditional private banking operations and adapt to the new innovative tools for the support and welfare of their clients.

Follow this program for a deep dive into the evolution of wealth management services, including family office operations, and discuss best practices and objectives with senior experts.

The course would be conducted over 4 days with each day having learning duration of 5-6 hours. The examination would be conducted on the following Monday after course completion.

Course Highlights

Personalized Learning Experience: To date, sharing knowledge has been mostly generic and not personalized to the specific needs of every individual and organization. This approach no longer generates the needed value and the desired outcomes. We fill that gap by personalizing and continuously improving your learning experience while meeting the changing needs of the financial services industry.

Learning Method: We believe that live stream meetings create a more personalized learning experience that focuses on real needs since it allows direct communication with the expert. Additionally, learning material in different formats may be provided throughout the class.

Final Exam: When you finish your meetings with the trainer, you will be notified by email to take the final exam. The format of the one-hour long exam is multiple choice and/or essay type questions, and the passing grade is 70 percent or above. In the unfortunate event of failing the exam, you have the option to retake it after a certain time period (approximately one month). The questions of the exam will differ from the initial exam.

Certification: All certified classes are listed in FINRA and are accredited from MENJE, the ministry of education of Luxembourg. When you complete all meetings and pass the final exam, you will be awarded a Certification of Achievement.

Course Requirements

Experience: A minimum of 3-years experience in the financial services industry
Education: An undergraduate or graduate degree in finance, economics, business, or law from an accredited university, college or school

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Smartest Way to Explore What Will Happen at the Summit
  • The Purpose and Structure of the Financial Services Industry
  • Macroeconomic Analysis
  • Microeconomic Theory
  • Financial markets Elements
  • Financial Services Regulation
  • Due Diligence, Compliance & Financial crime
  • Corporate Governance Element
  • Cash (& Fiat- & Crypto Currencies)
  • Bonds
  • Property
  • Equities
  • Derivatives
  • Commodities Element
  • Islamic - versus conventional Banking products
  • Investment funds
  • Other investment vehicles Element
  • Fiduciary Duties
  • Advising Clients
  • Determining client needs
  • Taxation Elements
  • Statistics
  • Financial Mathematics
  • Fundamental and Technical Analysis
  • Yields and Ratios
  • Valuation Element
  • Portfolio Construction Theories
  • Investment Strategies
  • Performance Measurement Element
  • Retirement planning
  • Protection planning
  • Retirement planning
  • Protection planning
  • Customer Services: Role-plays for walk-in customers

How to increase revenues from Financial Intermediation

  • Credit-, Operational- and Market Risks
  • Sources of Cross-selling within your Bank
  • Revenue Enhancing for your department and team
  • Financing Structures & Credit Cards & Debit Cards
  • Automobile -, Personal-, Education-, Home Financing
  • Wealth- & Estate- & Legacy Planning
    • Retirement - & Protection Planning structures
  • Types of Insurances versus Takaful products
    • Types of protections for private- and business purposes
  • What is a WILL? Execution of WILLS!
  • Basics of International Inheritance laws & -Taxes
  • What is TRUST & What types of TRUSTS exist?
  • What is a FOUNDATION? Purpose of FOUNDATION
  • What is the difference between offshore and onshore?
  • What are SPV’s
  • Future Trends
  • Actual market discussions
  • Fee-based business, interdiction of the retrocessions
  • Impact of currencies on the BANKING business

Selling WM solutions via online channels :

  • 10% average coming via such channels by statistics
  • New segmentation strategies
  • Selling to next-generation clients; Legacy!
  • Current Trends
Kassem Lahham
Private Banking, Wealth- & Asset Management Wealth Planning
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