Asset and Wealth Management course is offered by Capital City Training & Consulting. Capital City Training Ltd is a leading provider of financial courses and management development training programmes, servicing the banking, asset management, and broader financial services.
Asset and Wealth Management course is offered by Capital City Training & Consulting. Capital City Training Ltd is a leading provider of financial courses and management development training programmes, servicing the banking, asset management, and broader financial services and accounting industries.
Designing and innovating is what we do best. Our approach to learning and training is consultative and creative, and we deal with each client requirement on an individual basis to ensure we deliver the most effective financial training to meet their needs.
We are very familiar with the key challenges L&D professionals face when putting together learning solutions, particularly finance courses. Our trainers will come up with tailored business training programmes that are cost efficient, interactive, and that supports the minimum time away from your employees’ desk.
Course prices will depend on the number of delegates attending and the course location (which is displayed on each individual course page). We can offer a 10% on programmes designed for three delegates. If you require training for four or more delegates, it may be more cost-efficient to run your chosen course in-house.
Who Should Attend?
Our finance open courses are suitable for anyone seeking to expand their knowledge of financial products and markets, either to satisfy their own curiosity or to set them on a path to faster career progression. We welcome applications from:
Capital City Training & Consulting was established in 2010. With offices in London, Singapore, Dubai and Africa, we are a leading global financial training and management development company.
Capital delivers a broad spectrum of financial training courses – both face to face and online – in the following areas:
Accounting
Corporate Finance
Credit
Lending
Derivatives
Equity Research
Modelling and Valuation
Origination
Commercial Banking
Asset and Wealth Management
The four-module Investment Management Series aims to equip wealth managers with the all-rounded technical knowledge to serve HNW clients.
As part of your role in revenue generation, you don’t just have to sell, you also have to negotiate. In this ‘The Investment Negotiator: Skills for Those On the Sell Side’ course you will learn how to trade, use data effectively, make a great start and to effectively deal with deadlock.
Acquire a clear understanding of higher complexity investment products and strategies. Have an in-depth and practical knowledge on the characteristics, benefits and risks, limitations, obligations, and conditions of such products and strategies.
This module empowers participants to create well-balanced retirement portfolios and uncover opportunities for cross-selling within a client’s existing investment framework.
The programme will explore the Singapore’s regulatory and legal frameworks that govern the Financial Advisory practices in Singapore pertaining to Customer Due Diligence and Balanced Scorecard (BSC).
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