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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Wealth Management and Client Advisory
Duration
5 Days
Delivery
In-house, public or online
From
R18,000 per delegate
Certificate
On completion
Course overview
Advising clients on their money requires understanding their circumstances before recommending anything. This course covers the advisory process, from discovery through to ongoing review.
What you will be able to do
- 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
Course outline
01
The advisory process and where advisers go wrong
02
Client discovery, fact find and understanding circumstances
03
Risk tolerance, capacity for loss and time horizon
04
Asset classes, diversification and portfolio construction
05
Explaining products, costs and risks plainly
06
Documenting advice and the suitability record
07
Periodic review, rebalancing and changing circumstances
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 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 exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za