Executive Education
Think Tank MasterClass

Uncommon Knowledge. Uncommon Results

Wealth Management Master Class
Wealth Management Best Practices

Training Model:	Experiential Executive Action-Learning Seminar and Workshop
Masterclass Venue:	USA West: Las Vegas, NV. Los Angeles, CA. San Francisco, CA. Seattle, WA. USA East: Chicago, IL. Houston, TX. New York (NYC), NY. Washington, DC. Miami, FL. Europe: London. Paris. Rome. Milan. Geneva. Zurich. Frankfurt. Munich. Vienna. Stockholm. Copenhagen. Asia: Tokyo. Singapore. Kuala Lumpur. Phuket. Bali. Da Nang.
Masterclass Duration:	5 Days (3-day seminar + 2-day project)
Masterclass Times:	9:30 AM - 2:30 PM
Masterclass Dates:	Executive Education Courses Calendar
Masterclass Fees:	$19,999
Group Discounts:	5% for 2 delegates. 10% for 3 or more delegates. Government and non-profit delegates receive up to 15% discount for 4 or more delegates. Valid only for Las Vegas venue.
Masterclass Options:	Available on client site for a group of 5 or more delegates. The delivery method of this seminar is in classroom (in-person). If you have a special customization request (topics, duration, location, or delivery methods, including one-to-one coaching, blended learning [hybrid in-person and online learning]), please indicate that in the registration form.
Masterclass Advantage:	Client Testimonials. Education Excellence. CEO Club

Masterclass Audience

CIOs, sovereign wealth fund portfolio managers, HNWI and UHNWI wealth managers, wealth advisors, financial planners, investment managers, asset managers, fund managers, investment advisors, family offices.

Training Prerequisites

The course is designed for working professionals. We do not accept students seeking initial employment, postsecondary education, or initial licensing programs

Masterclass Objectives

Provide an understanding of the modern wealth management frameworks, decision-making models, and tools to implement an effective wealth management system
Provide 360-degree view of the wealth management function to identify potential blind spots and improvement areas
Offer experiential analysis of the challenges of wealth managers in planning, designing, controlling, and rebalancing client's investment portfolios

Training Focus

Develop the core wealth management skills and competencies. The core competencies include securities valuation and analysis, investment strategies, investment risk management, hedging, portfolio analysis, asset allocation and diversification

Training Model

Experiential action learning
30-50% seminar and 50-70% experiential project work
The development of management skills is based on KASAC executive education and management training model

Top Wealth Management Concepts

Top Financial Planning Questions. Top Investment Management Questions. Top Wealth Management Questions. Client and Wealth Manager Challenges. Financial Markets. Financial Instruments. Alternative Investments. Key Investment Strategies and Styles. Key Investment Criteria. Investment Risk Management. Investments Valuation. Investment Ratios. Common Investment Mistakes.

Training Masterclass Customization Subjects

Asset Classes for Wealth Advisors
Financial Instruments and Financial Markets for Wealth Advisors
Asset Allocation Portfolio Management for Wealth advisors
Classic Portfolio Assets: Fixed Income vs. Equities Investing for Wealth Advisors
Alternative Investments: Real Estate, Commodities, Crypto, Art, VC, Private Equity, and Hedge Funds for Wealth advisors
Derivative investment instruments for Wealth advisors
Behavioral Finance for Wealth Advisors
Financial Planning for Wealth Advisors
Trading vs. Investing Strategies for Wealth Managers
Macro vs. Fundamental vs. Technical Analysis for Wealth Managers
Value vs. growth vs. GARP vs. momentum trading and investing for Wealth Managers
Active vs. Passive Investment Strategies
The All Weather Portfolio - Balancing Between Volatility vs. Growth
Risk Management for Wealth Managers
Insurance Planning for Wealth Advisors
Wealth Management Best Practices
How to Avoid the Blind Spots Pitfalls of Wealth Management

Courseware Content (Customized)

The wealth management training courseware includes the following:

Participant's training guide
Subject matter handbook and lecture notes
Executive summary of the subject matter:
- Summary of essential concepts and finance management best practices
- Examples and case studies
wealth management toolkit (management frameworks, decision-models, and checklists)
Experiential work-based assessment project

Performance Evaluation (Optional)

Performance evaluation is optional and can be evaluated on the basis of individual or team project deliverables
There are no Q&A exams or tests. Candidates can choose to complete customized experiential work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation
The course advisor will review the deliverables and provide improvement feedback. The evaluation is a form of management consulting and experiential coaching for performance improvement

Customization: (What is Not Covered?)

The course does not cover government regulations or investment laws. If you require specific review or consulting advice for your fund, please specify that in the registration form
Although the course covers the key aspects of wealth management decisions, it is not designed to make you an economist, statistician, or market technician. If you require an in-depth customization of a specific topic, please indicate that in the course registration form

Legal Disclaimer and Investment Opinion Notes: Role, Purpose and Conflict of Interest

The institute is a think tank and education organization, we provided critical analysis and education of wealth management practices and potential pitfalls. Our opinion is incidental to our profession. We are not an investment brokerage firm. We do not sell investments and we do not seek outside investments. We do not function as a rating agency. We do not accept compensation from companies for review or rating purposes. Any recommendation for or against any asset, trading strategy, buy or sell action is done for an educational purpose only. The expressed opinions should not be considered as an endorsement for or against any asset, company or investment firm. Markets are hyper-dynamic. Our forecasts continuously change with changing data; they are used as an input to complex risk management and valuation decision models. Despite past success in economic forecasting and research portfolio designs, we do not provide any guarantee for future forecasts or performance.

USA, Canada, and Europe Seasonal Programs and Venues:

This executive education program is offered during the following months:

Winter & Spring Seminars & Programs: December, January, February, March, April, and May in USA
Spring & Summer Seminars & Programs: May, June, July, August, September, and October in the USA, Canada, and Europe
Autumn & Winter Seminars & Programs: September, October, November, and December in USA
Group training seminars are available all months in US, Canada, and Europe

Training Masterclass Registration