Introduction

This program targets those in roles managing private wealth, helping them navigate evolving regulatory, legal, and economic circumstances for both working and retired clients.

Keywords

Wealth management, modern portfolio theory, global markets, asset allocation, family governance, savings and debt planning, retirement planning, annuity-based financial products, estate planning, trusts, gifts, inheritance

What You Learn

1

The latest in modern portfolio theory.

2

Understanding global markets and asset allocation.

3

Family governance, healthcare directives, and manager selection.

4

Budget, savings, and debt planning.

5

Retirement planning, annuity-based financial products, and estate planning.

6

Taxation aspects relating to trusts, gifts, and inheritance.

What You Get

Videos

Videos

Articles

Articles

Digital Badges

Digital Badges

Quizzes

Quizzes

Handouts

Handouts

One-to-one mentorship

One-to-one mentorship

This Is For You If

You wish to build a career as a wealth manager for HNWIs.

How You Benefit

Help manage your clients’ tax liabilities.

Prepare HNWIs for retirement.

Help clients get the most out of their wealth.

Manage clients’ inheritance and family issues.

What You Shouldn’t Miss

Asset Management & Allocation

Asset Management & Allocation

5
Learn the core principles of building and preserving wealth through asset management and allocation.
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Trust and Fiduciary Services

Trust and Fiduciary Services

5
Learn the roles and responsibilities of fiduciaries, including the prudent management of trusts.
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The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

19,000+

programs conducted in just 17 years.

80%

of our clients are Fortune 500 companies.

94

out of 100 learners recommend our programs to others (NPS score).

450,000+

professionals have leveled up their skills and mindsets.

40%

of our programs are mandatory for some clients’ employees.

80%

of clients repeat our programs.

800

years of collective experience in planning and upskilling.

50+

Facilitators come from top management and leadership roles.

12

countries and growing…

Get it

Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.