This is an executive programme for experienced practitioners in the wealth management field looking to develop their understanding of critical thinking, risk assessment and business strategy and wanting to take the next step in their professional career.
Elevate your expertise in wealth management and estate planning with The STEP Professional Postgraduate Diploma in Private Wealth Advice - the highest-level qualification in the STEP framework.
This course is an innovative qualification that delivers immediate practical benefit in the workplace.
Today’s private wealth management industry is globally mobile, with multi-generational clients who want a comprehensive service and this course will equip you with the advanced knowledge and strategic thinking skills to get ahead.
You must be a STEP Member register for this course. If you are not yet a member, find out how to join here. Please ensure you allow 5 working days for your STEP membership to be approved before you can apply for this course.
