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Certified Wealth Management Specialist

The Wealth industry has changed with the rise of new wealth and the introduction of technology in financial services.


Price: €1500

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Self study and virtual classes


Approx. 60 hours to complete





Introduction to the class

How it works?

The Wealth industry has changed with the rise of new wealth and the introduction of technology in financial services. The role of the modern relationship manager is to provide traditional private banking operations and adapt to the new innovative tools for the support and welfare of their clients. Follow this program for a deep dive into the evolution of wealth management services, including family office opera8ons, and discuss best practices and objectives with senior experts.

This course includes:

  • 10 hour of virtual meetings with the instructor

  • 50 hours of self study including articles and video presentations

  • Full lifetime access to learning material

  • Certificate of achievement

Virtual classes take place on Hapeiron, an Interfima e-learning platform.

  1. Enroll to the class from this page

  2. After enrollment you'll receive a registration link to access the platform 

  3. Complete all live classes and learning material

  4. Take the examination online

  5. Pass the exam and get your certification

Do you want this class in-house?

We can deliver this class in-house for your organization's employees.

About this Professional Certificate 

Pass the exam at the end of the course and earn a market focused certification. The designation is featured on FINRA's website. Interfima is a MENJE accredited vocational organization in Luxembourg.

Skill you will gain


Financial markets

Wealth management

Asset management

Relationship management




  • Three years experience in the financial services industry either/or an undergraduate or graduate degree in Finance, Economics, Business or Law from an accredited university, college or school

  • Continuous Education: 3 hours of related financial training every year


  • Passing Grade 70%

  • Multiple choice questions and / or essay type questions

  • One (1) hour duration

What you will learn

The Financial Services Industry and Markets

  • Macroeconomic Analysis

  • The Purpose and Structure of the Financial Services Industry

  • Microeconomic Theory

  • Financial markets Elements

Industry Regulation

  • Financial Services Regulation

  • Due Diligence, Compliance & Financial crime

  • Corporate Governance Element


  • Investor Protection

  • EU taxonomy regulation

  • Sustainable Finance Disclosure Regulation

Fiduciary Relationships

  • Fiduciary Duties

  • Advising Clients

  • Determining client needs

  • Taxation Elements

Investment Management

  • Regulatory and impetus for legislation

  • History of negotiations in drawing the rules

  • A few short years to the new MiFID III

Collective Investments

  • Investment funds

  • Other investment vehicles Element

Banking Models and Products

  • How to increase revenues from Financial Intermediation

  • Credit, Operational and Market Risks

  • Sources of Cross selling within your Bank

  • Revenue Enhancing for your department and team

  • Financing Structures & Credit Cards & Debit Cards

  • Automobile, Personal, Education, Home Financing

  • Wealth & Estate & Legacy Planning

    • Retirement & Protection Planning structures

    • Types of Insurances versus Takaful products

    • Types of protections for private and business purposes

    • Estate Planning Processes

      • What is a WILL? Execution of WILLS !

      • Basics of International Inheritance laws & Taxes

      • What is a TRUST & What types of TRUSTS exists ?

      • What is a FOUNDATION ? Purpose of FOUNDATION

      • What is the difference between offshore and onshore ?

      • What are SPV’s

Investment Analysis

  • Statistics

  • Financial Mathematics

  • Fundamental and Technical Analysis

  • Yields and Ratios

  • Valuation Element

Asset Classes

  • Cash (& Fiat- & Crypto Currencies)

  • Bonds

  • Property

  • Equities

  • Derivatives

  • Commodities Element

  • Islamic - versus conventional Banking products

Regulated Markets and Bodies

  • Portfolio Construction Theories

  • Investment Strategies

  • Performance Measurement Element

Lifetime Financial Provision

  • Retirement planning

  • Protection planning

Future Prospects

  • Future Trends

  • Actual market discussions

  • Fee based business, interdiction of the retro cessions

  • Impact of currencies on the banking business

Current Trends

  • Selling WM solutions via online channels:

    • 10% average coming via such channels by statistics

    • New segmentation strategies

  • Selling to next generation clients; Legacy!

  • Current Trends

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