Wealth Management Essentials
Client discovery, suitability and portfolio advice for private clients in the Egyptian market.
Programme overview
A grounding in advisory practice: understanding client circumstances, documenting suitability, matching products to objectives and communicating risk honestly.
Includes role-played client meetings and a suitability file exercise.
Key learning outcomes
- 01Run a structured client discovery conversation
- 02Assess risk tolerance and capacity for loss
- 03Document suitability to supervisory standard
- 04Match local products to client objectives
- 05Explain fees, conflicts and expected outcomes clearly
- 06Review portfolios and record advice over time
Curriculum
Client discovery
Objectives, horizon, liquidity needs and constraints.
Risk profiling
Tolerance, capacity, questionnaires and their limits.
Product landscape
Funds, deposits, treasury instruments, equities and insurance.
Suitability file
Recording rationale, disclosures and client consent.
Ongoing service
Reviews, rebalancing, reporting and complaint prevention.
Prerequisites, assessment & certification
Prerequisites
None.
Assessment
Role-play assessment and suitability file review.
Certification
ECMF Academy certificate of completion.
Reserve a place on the next cohort
Member firms receive preferential rates and can nominate delegates directly through the secretariat. In-house delivery is available for cohorts of ten or more.