Wealth Management: Comprehensive Professional Program
Overview
Wealth Management: Comprehensive Professional Program gives banking and insurance professionals a practical command of products, risk and regulation in a fast-changing market. Over ten days it covers the full scope of the subject, from fundamentals to advanced practice, and ends with a workplace-based capstone project.
What you will be able to do
- Master Wealth Management from fundamentals to advanced practice.
- Apply risk identification and measurement, credit and underwriting decisions and operations, controls and fraud prevention in integrated case studies.
- Design an improvement program covering digital channels and fintech and performance, profitability and reporting.
- Assess risk, cost and performance with recognised indicators.
- Complete a capstone project based on your own workplace.
- Present recommendations to management with confidence.
Who should attend
- Specialists and supervisors preparing to lead the function
- Bankers and relationship managers
- Risk, credit and compliance staff
- Insurance underwriters and claims staff
- Operations and branch teams
Daily outline
- Day 1Introduction to Wealth Management: concepts, terminology and standards
- Day 2Risk identification and measurement
- Day 3Credit and underwriting decisions
- Day 4Operations, controls and fraud prevention
- Day 5Islamic finance considerations
- Day 6Digital channels and fintech
- Day 7Performance, profitability and reporting
- Day 8Products, markets and customers
- Day 9Regulation and central bank requirements
- Day 10Capstone project presentations and final assessment
Sessions 2027–2030
| Dates | City | Fee | Register |
|---|---|---|---|
| 15–26 February 2027 | LONLondon | $8,500 | Register |
| 10–14 May 2027 | WEB Online | $4,500 | Register |
| 15–26 August 2027 | RUHRiyadh | $8,500 | Register |
| 27–31 March 2028 | WEB Online | $4,500 | Register |
| 11–22 June 2028 | JEDJeddah | $8,500 | Register |
| 10–21 December 2028 | RUHRiyadh | $8,500 | Register |
| 20–31 May 2029 | KBRAl Khobar | $8,500 | Register |
| 6–10 August 2029 | WEB Online | $4,500 | Register |
| 12–23 November 2029 | DXBDubai | $8,500 | Register |
| 3–14 March 2030 | DOHDoha | $8,500 | Register |
| 24–28 June 2030 | WEB Online | $4,500 | Register |
| 8–19 September 2030 | RUHRiyadh | $8,500 | Register |
The Wealth Management series
Frequently asked questions
How much does Wealth Management: Comprehensive Professional Program cost?
For the 10-day program the fee is US$4,500 per participant online or US$8,500 in the classroom.
Where and when is the course held?
Sessions run from 2027 to 2030 in London, Riyadh, Jeddah, Al Khobar, Dubai and Doha, 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.