Wealth Management and Client Advisory
Advising clients on their money requires understanding their circumstances before recommending anything. This course covers the advisory process, from discovery through to ongoing review.
Course outline
What this programme covers, module by module.
- 01The advisory process and where advisers go wrong
- 02Client discovery, fact find and understanding circumstances
- 03Risk tolerance, capacity for loss and time horizon
- 04Asset classes, diversification and portfolio construction
- 05Explaining products, costs and risks plainly
- 06Documenting advice and the suitability record
- 07Periodic review, rebalancing and changing circumstances
What you will gain
- Conduct a thorough client discovery and fact find
- Assess risk tolerance and capacity for loss
- Construct portfolios aligned to client objectives
- Explain products, costs and risks in plain terms
- Document advice so it can be justified later
- Conduct periodic reviews and adjust
Who should attend
- Wealth and investment advisers
- Private banking relationship managers
- Financial planners
- Compliance staff overseeing advice
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 26 to 30 Oct 2026 | London | 5 Days | US$1,800 | |
| 16 to 20 Nov 2026 | Dubai | 5 Days | US$1,800 | |
| 7 to 11 Dec 2026 | Pretoria | 5 Days | R18,000 | |
| 11 to 15 Jan 2027 | Durban | 5 Days | R18,000 | |
| 8 to 12 Feb 2027 | Cape Town | 5 Days | R18,000 | |
| 26 to 30 Apr 2027 | Johannesburg | 5 Days | R18,000 | |
| 21 to 25 Jun 2027 | London | 5 Days | US$1,800 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R18,000 per delegate
- Duration
- 5 Days
- Field
- Banking & Financial Services
- Formats
- In-house, public, online
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