Advanced Wealth Management
Overview
Advanced Wealth Management gives banking and insurance professionals a practical command of products, risk and regulation in a fast-changing market. It is aimed at experienced practitioners who want to analyse complex cases, optimise performance and lead improvements.
What you will be able to do
- Analyse complex problems in Wealth Management using structured methods.
- Optimise results through islamic finance considerations.
- Evaluate digital channels and fintech and justify decisions with data and standards.
- Lead improvement projects on performance, profitability and reporting.
- Coach colleagues and turn good practice into written procedures.
Who should attend
- Experienced practitioners with three or more years in the field
- Bankers and relationship managers
- Risk, credit and compliance staff
- Insurance underwriters and claims staff
- Operations and branch teams
Daily outline
- Day 1Advanced review and current challenges in Wealth Management
- Day 2Islamic finance considerations
- Day 3Digital channels and fintech
- Day 4Performance, profitability and reporting
- Day 5Complex case studies, workshop and assessment
Sessions 2027–2030
| Dates | City | Fee | Register |
|---|---|---|---|
| 21–25 March 2027 | CAICairo | $4,500 | Register |
| 21–25 June 2027 | WEB Online | $2,500 | Register |
| 19–23 September 2027 | RUHRiyadh | $4,500 | Register |
| 21–25 February 2028 | WEB Online | $2,500 | Register |
| 21–25 May 2028 | JEDJeddah | $4,500 | Register |
| 19–23 November 2028 | MCTMuscat | $4,500 | Register |
| 12–16 March 2029 | LONLondon | $4,500 | Register |
| 16–20 September 2029 | CAICairo | $4,500 | Register |
| 17–21 December 2029 | WEB Online | $2,500 | Register |
| 14–18 January 2030 | WEB Online | $2,500 | Register |
| 8–12 April 2030 | LONLondon | $4,500 | Register |
| 6–10 October 2030 | MCTMuscat | $4,500 | Register |
The Wealth Management series
Frequently asked questions
How much does Advanced Wealth Management cost?
The fee is US$2,500 per participant online or US$4,500 in the classroom for 5 days.
Where and when is the course held?
Sessions run from 2027 to 2030 in Cairo, Riyadh, Jeddah, Muscat and London, and live online. See the session table above for exact dates.
What certificate will I receive?
Participants who complete the course receive an SGT certificate of completion showing the training hours.
In which language is the course delivered?
Sessions are delivered in English or Arabic. Tell us your preferred language when you register.
Can SGT deliver this course in-house?
Yes. For groups we deliver the course at your premises in any city, with content adapted to your equipment and procedures.
How do I register?
Send the course name, city and dates on WhatsApp to +20 106 597 6553. We reply with booking confirmation and registration steps.