Wealth Management
Structured wealth strategy for advisers and self-directed investors, profiling, portfolio construction, monitoring, behavioural finance, and an Investment Policy Statement.
Wealth advisers, aspiring advisers, and self-directed investors seeking structured decision competence.
You finish with a real, portfolio-ready deliverable: the Investment Policy Statement (IPS) and Integrated Wealth Plan.
What you’ll be able to do.
On completion you will demonstrate these 9 competencies.
Produce a client/investor profile that captures goals, constraints, risk capacity/tolerance, liquidity needs and time horizon.
Compare investment products and providers using structure, fees, risks, investor protections and suitability.
Construct a diversified portfolio aligned to objectives and constraints, explaining risk/return trade-offs.
Integrate retirement/pension planning considerations and long-term sustainability factors into wealth decisions.
Apply behavioural finance insights to identify and mitigate investor and adviser biases that degrade decision quality.
Implement a monitoring and review process for investments (performance, risk drift, fees) and maintain records.
Explain investor rights/responsibilities, complaints and redress pathways, and the limits/role of advice.
Identify scam/fraud patterns and digital platform risks in investing, and implement practical protective controls.
Construct a professional-grade evaluation standard for digital investment platforms and AI advisory tools, and integrate a platform governance document into the Investment Policy Statement.
Download the Body of Knowledge for Wealth Management: competency domains, weekly topics, assessment criteria, and reading lists.
Globally benchmarked competencies.
Wealth Management is mapped to the OECD/INFE Domains A–D + IOSCO-OECD Investor Framework (7 content areas: basic investing, product attributes, buying/selling, owning holdings, investor rights, behavioural biases, investment scams/fraud). Every week embeds the seven OECD mandatory elements below.
A named bias per week with a practical debiasing technique.
Disclosures, fee transparency, complaints, and redress pathways.
Mobile-money fraud, phishing, BNPL traps, and platform risk.
A specific persona per week, lone parent, young entrepreneur, older adult.
A concrete financial decision, never a hypothetical.
2–3 real options compared on fee, risk, and access.
A real life-event trigger, first salary, new baby, job change.
What you’ll cover.
9 weeks · 45 lessons · 3 levels
Level 1: Foundations
Level 2: Intermediate
Level 3: Advanced
A certificate that proves it.
Finish WM and earn a verifiable WealthPro Africa Certificate of Completion. Here is a sample of what you will receive.
Certificate of Completion
This is to certify that
Learner Name
has successfully completed the programme
Wealth Management
- Certificate ID
- WPA-WM-2026-3774
- Course code
- WM
- Issued
- 21 November 2026
- Verify
- verify.wealthpro.africa/wm
Sample certificate. Your name, a unique certificate ID, and your completion date are issued automatically when you complete the programme on the WealthPro LMS.
Founder & CEO of WealthPro Africa. 16+ years in African financial services; 3,300+ professionals trained. Courses produced in the WealthPro LightBoard Studio.
Related courses.
Frequently asked questions
Wealth advisers, aspiring advisers, and self-directed investors seeking structured decision competence Prerequisites: Basic numeracy assumed; the framework is Kenya-first, with localisation for other African markets.
Ready to enrol?
Take Wealth Management for $250, or get all 8 courses in the bundle for $1,500.