Customer Satisfaction in Private Wealth

• Improve your customer satisfaction with family offices and private clients
• Make smarter decisions by understanding private client decision-making and understanding their specific needs
• Broaden your knowledge of current and emergent themes and trends
• Develop confidence with an in-depth understanding of behavioural biases
• Gain a holistic overview of the private wealth universe

• The online programme is designed for global private wealth professionals and private client advisers - private bankers, relationship managers, asset managers, trust and corporate service providers, lawyers, tax advisers, insurance advisers, wealth advisers, IFAs, CFAs - all professionals in the private wealth management industry

• A series of online modules and lessons including fact sheets and podcasts
• Explore real academic evidence from global private clients and leading private wealth service providers
• Progress through the online course at your own pace

• Learn from Dr Stuart Gibson, an expert and specialist in private wealth, to sharpen your thinking and uncover the strategies behind significantly wealthy clients
• Benefit from the latest research by understanding emerging themes and changes
• Raise your value-creation expertise in client trust
• Build your knowledge base
• Course Completion Certificate (1 CPD hour)

• Customer Satisfaction - Literature Review

• Client Satisfaction in Private Banking 

• Private Client Satisfaction - Concepts and Models

1.5 hours. Upon completing the course, you will receive a certificate of completion.

One-off payment of £65