ISFB Certificate
Wealth planning

Catalog | Wealth Management

This program is designed to meet the specific needs of banking and finance professionals looking to specialize in wealth planning. It is particularly ideal for those with a banking background, such as holders of the ISFB Private Banking Certificate or other qualifications, who wish to deepen their knowledge and skills in this complex field.

Albert Gallegos, Program Manager

In my opinion, this course should be recommended to practitioners already familiar with wealth management issues, in particular asset managers or financial planners.

Application for registration