• Equips finance professionals and advisors with comprehensive skills in wealth planning, investment strategy, risk management, and client-centric advisory.
• Covers core aspects like retirement planning, tax optimisation, insurance and risk assessment, and long-term financial goal setting.
• Blends technical finance knowledge with advisory and entrepreneurial training, enabling participants to build or scale their own advisory practice.
• Includes exemptions from three specialist CFP® exams, fast-tracking eligibility for the Financial Plan Assessment.
• Ideal for professionals seeking to deepen their financial planning expertise or transition into wealth advisory, financial advisory, or private-client services.
• On completion, you will gain IIMB Executive Alumni status.