• Membership

    More than 30,000 professionals make up the ecosystem of Cetif: we facilitate the meeting and exchange between banks, insurers and companies in an academic Center, competent and independent environment to share knowledge, experience and strategies on the most innovative drivers of change.

  • Research

    16 Research Hubs focused on dynamics of strategic evolution, regulatory updates, organizational and process practices, and the effects of digitization: we study innovation trends and best practices and share them with our communities.

  • Events

    Over 60 events including Main events (Workshop and Summit) and Community events (related to research activities) and Webinar: we bring together banks, insurance companies and businesses for shared growth on trends and challenges to outline innovative development strategies.

academy

Evolving Wealth Management

Pathway including module 1 Wealth Management: digital, product and process innovation + 2: Family Wealth Management
1-4 DAYS DUAL MODE
May 2023
Early-bird
-100.00 Euro
With enrollment by
21.04.2023
Closing Date for Enrollment: 17.04.2023
Date
May 2023
Industry
BANKING, INSURANCE, CROSS INDUSTRY
Subject areas
Payments, Lending, CIB & Wealth
Language
Italian
Contact a tutor
Download the program
Registration fee
Adherent Cetif
1,400.00+VAT*
Non-Adherent Cetif
1,600.00+VAT*
*Quota per participant
Discounts and economic benefits
To whom it is addressed

The program is intended for private bankers, financial promoters, family officers, and managers working in financial services in Banks, SGRs, SIMs, or Financial Advisors, and in particular those belonging to the functions:

- Financial consulting and portfolio management Digital Innovation

- Strategic Marketing

- Product Innovation and Business Development

- Commercial Distribution

- high potential and all those at any level of the company who are interested in learning more about the topics that will be covered in the course.

Formative Objectives.
  • Understand the main service models offered in Wealth management and why they are substitutable.
  • To provide an overview of the impact of FinTech digital innovation in the world of Wealth management for both practitioners and companies.
  • Highlight the difference in services offered by incumbents and digital start-ups.
  • Understand the main service models offered by robot advisors internationally and analyze the first offerings in Italy.
The format

Innovative and effective teaching techniques geared toward the transfer of knowledge and behavior through:

- theoretical lectures

- moments of consolidation and critical revision of content

- classroom exercises

- simulations

- use case and benchmark

Course Schedule.

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