• Gain an understanding of succession planning and next generation wealth transfer in private wealth
• 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 succession planning and next-generation wealth transfer

• 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 succession planning.
• Build your knowledge base
• Course Completion Certificate (1 CPD hour)

• Succession Planning: Part 1
• Succession Planning: Part 2

1 hour. Upon completing the course, you will receive a certificate of completion. 

One-off payment of £55