Secure Your Future, Mastering Retirement Planning
COURSE OBJECTIVES
The training course drills individuals into different approaches of acquiring skills in personal wealth creation and asset accumulation. Wealth and investment management is a concept that should at any cost be embraced by everyone, especially in the public & civil service sector. This notion spans a varied dimension of processes and provides a comprehensive understanding on financial planning, private client asset management, funds management, advisory functions as well as investment analysis.
Training Methodology
The training combines a lecture theater approach, interactive sessions, deploying and exploring financial investment modelling tools or sample illustrations of various investment plans. The courses can be run as in-house, public theatre delivery or through online trainings or on a one-to-one basis linked to our in-house investor service offering.
Impact to the Organization
The organization will be able to;
- Develop a portfolio of private wealth management services and lieu clients into smart investment alternatives on money and capital markets.
- Guide on how to manage the great challenge on how to protect & preserve/hedge the investment value, while enjoying it and ultimately passing it on to relatives.
- Provide a one stop investor service expertise platform guide for clients
Impact to the Individual
This training is therefore designed to equip participants with;
- skill sets needed as an individual and personnel serving in private banking & wealth management space and provides expertise in;
- financial planning
- private client asset management
- funds management
- Advisory functions as well as investment analysis.
- Assist individuals to smoothen consumption and enhance saving and investment
Who can Attend or Apply?
- Bank, Insurance, Wealth, Fund & Trust Managers
- Individuals