| Location | Duration | Kenyan Cost | Non-Kenyan Cost | Upcoming Schedules |
|---|---|---|---|---|
| Nairobi, Kenya | 5 Days | KES 115,000 | USD 1,500 | Enroll |
| Kigali, Rwanda | 5 Days | USD 1,900 | USD 1,900 | Enroll |
| Kampala, Uganda | 5 Days | USD 1,900 | USD 1,900 | Enroll |
| Dar es Salaam, Tanzania | 5 Days | USD 2,000 | USD 2,000 | Enroll |
| Dubai, UAE | 5 Days | USD 3,900 | USD 3,900 | Enroll |
| Abuja, Nigeria | 5 Days | USD 4,000 | USD 4,000 | Enroll |
| Accra, Ghana | 5 Days | USD 4,000 | USD 4,000 | Enroll |
| Pretoria, South Africa | 5 Days | USD 3,900 | USD 3,900 | Enroll |
| Start & End Date | Duration | Kenyan Cost | Non-Kenyan Cost | Enroll | |
|---|---|---|---|---|---|
| Sep 07āSep 15, 2026 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Sep 21āSep 29, 2026 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Oct 05āOct 13, 2026 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Oct 19āOct 27, 2026 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Nov 02āNov 10, 2026 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Nov 16āNov 24, 2026 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Nov 30āDec 08, 2026 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Dec 14āDec 22, 2026 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Dec 28, 2026āJan 05, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Jan 11āJan 19, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Jan 25āFeb 02, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Feb 08āFeb 16, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Feb 22āMar 02, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Mar 08āMar 16, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Mar 22āMar 30, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Apr 05āApr 13, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Apr 19āApr 27, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| May 03āMay 11, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| May 17āMay 25, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| May 31āJun 08, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Jun 14āJun 22, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Jun 28āJul 06, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Jul 12āJul 20, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
| Jul 26āAug 03, 2027 | 7 Days | KES 90,000 | USD 1,000 | Register | |
About the Course
Growing affluent and high-net-worth segments across Africa are creating demand for sophisticated wealth management, yet many banks lack structured advisory capability.
This programme covers wealth management business models, client profiling, investment product knowledge, portfolio construction and private banking service standards.
Participants leave with a client risk-profiling tool and a model investment proposal.
Target Participants
Wealth managers and private bankers, Relationship managers serving affluent clients, Investment advisory staff, Branch premium banking staff, and product teams for investment products.
What You Will Learn
By the end of this course, participants will be able to:
- Analyse the wealth management and private banking business model.
- Apply client profiling and suitability assessment techniques.
- Evaluate investment products for affluent client portfolios.
- Design diversified portfolio construction approaches.
- Assess risk tolerance and investment objectives.
- Develop private banking service standards.
- Manage client relationships across the wealth lifecycle.
- Prepare a model investment proposal.
Course Duration
- Classroom ā 5 Days
- Online ā 7 Days
Course Outline
Foundations of Wealth Management and Private Banking
- Wealth management business models
- Private banking service model
- Affluent/HNW segments
- Regional wealth market trends
- Regulatory considerations
Client Profiling and Suitability
- Client needs assessment
- Risk tolerance profiling
- Investment objective setting
- Suitability assessment process
- KYC for wealth clients
Investment Product Knowledge
- Equity and fixed income basics
- Mutual funds/unit trusts
- Structured products overview
- Alternative investments
- Insurance-linked investments
Portfolio Construction and Asset Allocation
- Asset allocation principles
- Diversification strategies
- Risk-return trade-offs
- Rebalancing approaches
- Model portfolio design
Investment Advisory Process
- Advisory conversation structure
- Proposal preparation
- Presenting recommendations
- Handling client objections
- Documenting advice given
Private Banking Service Standards
- Service excellence principles
- Relationship manager role
- Client communication cadence
- Complaint handling for premium clients
- Building client trust
Estate, Succession and Tax Considerations
- Estate planning basics
- Succession planning
- Tax-efficient structuring
- Trusts/fiduciary services
- Cross-border wealth considerations
Digital Wealth Management
- Robo-advisory platforms
- Digital client onboarding
- Portfolio management tools
- Client reporting technology
- Hybrid advisory models
Regulatory and Ethical Considerations
- Investment advisory regulation
- Conduct/fiduciary duty
- Conflicts of interest
- Disclosure requirements
- Ethical selling practices
Growing a Wealth Management Business
- Client acquisition strategies
- Referral/partnership networks
- Cross-selling within wealth management
- Performance measurement
- Growth plan development
Practical Outputs
By the end of this course, participants will have developed the following practical outputs:
- Client risk-profiling tool
- Model investment proposal
- Sample model portfolio
- Advisory conversation script
- Service standards checklist
- Wealth management growth plan
Training Approach
Combines instruction with client-scenario role plays and portfolio construction exercises to build practical advisory skills.
Organizational Benefits
- Growth in wealth management revenue
- Improved advisory quality and compliance
- Stronger affluent client retention
- Enhanced product cross-selling
- Better risk-aligned portfolios
- Clearer wealth management growth strategy
Certification
Participants who successfully complete this course will receive a Certificate of Course Completion from Devimpact Institute, recognizing the knowledge, practical skills and competencies developed through the programme.
Tailor-Made Course
This course can be customized and delivered as an in-house programme to address the specific policies, systems, sector context and capacity-development priorities of an organization. The course duration, modules, case studies and practical exercises may be adjusted following a training needs assessment.
