Building Digital Wealth Management Products

Course Overview

In finance the difference between a healthy position on digital wealth management products and a dangerous one is often a single assumption. Regulators no longer accept intent as evidence of control over management products. Participants leave with a method for the financial and banking practice discipline, not a set of opinions about it. They gain the ability to sequence improvements to digital wealth management products in an order their organisation can absorb. Improvement in this area of financial and banking practice stalls when it depends on one capable individual rather than a defined method. The level assumes working familiarity with the business line but no prior formal training in management products. Field experience suggests that the barrier to better digital wealth management products is rarely technical. Each session closes with a decision the participant must justify about management products in their own setting. The final module sets out how progress on the practice within financial and banking practice will be evidenced six months later.