Competent advisory in private banking/wealth management is based on a holistic long-term approach. It presupposes a comprehensive understanding of the client’s situation, combined with a solid knowledge about the financial market and the applicable legal framework. The core knowledge program is completed by the Federal Diploma/AWM, the advanced knowledge program by the Advanced Federal Diploma/CIWM.
The online course is offered in a hybrid format for selected topics – a combination of online and in-person classes. Additionally, on-site training sessions are held, where case studies and exam questions are worked on together with experienced instructors. All study materials are available on the online learning platform.
The AWM core knowledge program is intended for all client advisors in private banking/wealth management. Due to the rapidly changing markets and financial products, in particular the regulatory requirements, the advisors constantly need to update and complete their knowledge. The training program covers the necessary core competencies required by client advisors, in particular wealth management, financial instruments as well as law and taxation.
The online course is offered in a hybrid format – a combination of online and in-person classes. Additionally, on-site training sessions are held, where case studies and exam questions are worked on together with experienced instructors. All study materials are available on the online learning platform.
The diploma program is aimed at experienced client advisors in private banking/wealth management. The prerequisite for a competent and qualified advice is a comprehensive understanding of the individual needs of the clients and the increasingly complex financial products and investment opportunities.
why AZEK?
- Online/hybrid format, optimally compatible with individual needs
- Compact study formats
- Wide range of courses for all areas of the finance industry