The STEP Professional Postgraduate Diploma in Private Wealth Advice is an innovative, masters level qualification developed to assist practitioners operating in a fast-moving environment with the opportunity to explore the most topical and relevant subjects and skills impacting on private practice today. Private wealth management is a globally mobile industry with multigenerational clients and families focused on a holistic service. The demand for practitioners is for those who can demonstrate a wider understanding and breadth of knowledge in their advice.

This course is suitable for both ambitious professionals in the early to mid-stages of their career who aspire to become business leaders and develop their strategic understanding and risk assessment ability, as well as for experienced practitioners and senior leaders looking to widen their business portfolio and expand their client base.

Students of this course typically include:

• Private Client Advisers
• Wealth Managers
• International Tax Advisers
• Private Bankers
• Family Office Executives
• Trust Officers
• Family Business Adviser
• Senior Financial Planners
• Senior Lawyers

Features:

• Innovative and interactive online masterclasses on a range of topical subjects led by recognised industry experts with a wealth of experience to share.
• Enhancement sessions to develop strategic skills in the areas of business strategy, sales and marketing and leadership and judgement delivered by renowned practitioners and speakers.
• Cohort sizes are limited to ensure that all students have the opportunity to participate and interact. Participation is strongly encouraged and facilitated so that students can benefit from colleagues sharing their experiences.
• Alumni from the programme have gone on to develop new business and revenue streams from insights and knowledge gained from the programme.
• Unparalleled networking opportunities with like-minded practitioners, often from a range of professional backgrounds and jurisdictions.
• Participation in masterclasses and subsequent consolidation of what is taught, enhanced by own research completed in preparation of the Reflective Journal and Oral Assessment will have real practical benefit in the workplace.
• Delivered online with two weekend sessions once a month, this programme is idea for time-pressed professionals overseas and globally accessible.
• The highest level qualification in the STEP qualification framework.
• This course is also subject to the rigorous quality assurance procedures of Alliance Manchester Business School (Alliance MBS), a school of the University of Manchester.
• Successful completion fulfils the educational requirement (120 Diploma level credits) for full STEP membership, meaning that graduates are eligible for full STEP membership (subject to having 2 years’ experience at a specialist level).
• Accredited by Alliance Manchester Business School.