Course Overview

The "Strategic Wealth Management" course is a high-demand program designed to provide individuals with the knowledge and skills needed to navigate the complexities of financial planning, investment management, and wealth preservation. In an era of economic uncertainty, strategic financial decisions are crucial for ensuring long-term financial security and growth. This course combines theoretical foundations with practical insights, equipping participants to make informed decisions for themselves and their clients.

Module 1: Fundamentals of Financial Planning

• • Introduction to the principles of effective financial planning.
  • Assessing individual financial goals, risk tolerance, and time horizons.
  • Developing personalized financial plans that encompass retirement, education, estate planning, and more.

Module 2: Investment Strategies and Portfolio Diversification

• • Exploring different investment strategies, from passive to active management.
  • Understanding the importance of asset allocation and diversification.
  • Constructing and managing diversified investment portfolios to achieve long-term objectives.

Module 3: Tax Efficiency and Estate Planning

• • Strategies for minimizing tax liabilities and maximizing after-tax returns.
  • Exploring estate planning tools, including wills, trusts, and tax-efficient gifting.
  • Ensuring the smooth transfer of wealth and assets across generations.

Module 4: Risk Management and Insurance Solutions

• • Identifying potential financial risks and uncertainties in various life stages.
  • Evaluating insurance products, including life, health, and long-term care insurance.
  • Integrating insurance solutions into comprehensive financial plans.

Module 5: Retirement Income Planning

• • Navigating the complexities of post-retirement income sources, including pensions, Social Security, and investments.
  • Developing strategies to optimize retirement income and maintain financial security.
  • Addressing longevity risk and inflation in retirement planning.

Module 6: Real Estate and Alternative Investments

• • Exploring opportunities and risks in real estate investments.
  • Analyzing different types of alternative investments, such as private equity and hedge funds.
  • Incorporating real assets into investment portfolios for diversification and potential growth.

Module 7: Behavioral Finance and Client Relationship Management

• • Understanding the psychological aspects of financial decision-making.
  • Enhancing client communication and relationship management skills.
  • Applying behavioral finance principles to guide clients toward rational and goal-oriented financial choices.

By offering a comprehensive curriculum that covers financial planning, investment strategies, risk management, and client communication, this course will prepare participants for careers as financial advisors, wealth managers, or private bankers. Graduates will be equipped to provide holistic financial guidance, optimize investment portfolios, and help clients achieve their long-term financial aspirations in an ever-evolving economic landscape.

Course Fee

₦215,000

Date & Location

• Date: 22nd Oct - 25th Oct, 2024
• Location: Lagos
• Virtual Learning: Available