High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background, The Certified Private Wealth Advisor {CPWA} certification program is an advanced credential created specifically for wealth managers working with high-net-worth clients.
The {CPWA} program focuses on the life cycle of wealth accumulation, preservation, and distribution, professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Acquiring practical wealth management strategies outside of a theoretical framework that is overloaded with mathematics.
Knowing how a consultant can extract exponential value that goes beyond just the sum of the portions of a client's wealth.
Knowing the toolkit needed to compete in the extremely net wealth space.
Managers who advise high-net-worth clients.
Employees who want to gain great skills & knowledge to improve their career.
This conference is designed to provide leaders and professionals with a set of transformational tools and techniques to help them maximize their own and their team’s creative potential in a strategic context. Its starting-point is self-discovery: participants will work on the inside first and then focus outwards to impact the world of business.
The focus of the first week of this 2-week conference will be on thinking in different ways. Participants should be prepared to move out of their comfort zone and experiment with new ways of creating and communicating an inspiring leadership vision.
The second week helps demystify the frequently-misunderstood concept of ‘strategy’. Whilst focusing on the analytical disciplines on which a successful strategy is based, it centers on strategic planning as a value-adding process that harnesses the leader’s and the team’s ability to combine analysis with creative thinking and enables ideas and plans to be nurtured through to reality.
The decision to proceed with a project is often based almost exclusively on early conceptual cost estimates, and these estimates provide the basis for the cash flow projections and budget forecasts used during the project feasibility study. Unreliable cost estimates can result in significant cost overruns later in the project life when it is too late to contain them. As potential projects are considered, management not only requires cost estimates of high accuracy, they seek opportunities to reduce life-cycle costs, improve budget accuracy and optimize whole-life project value.
Changing business environments more than ever demand creative solutions from International HR departments to ensure the strategic harmony within the business is maintained.
This course provides a comprehensive and practical analysis of Money Laundering schemes, Anti-Money Laundering legislation, and counter-measure techniques and implementation. Participants will learn to understand the complexities associated with the prevention and the protection of their organizations. They will cover different types of schemes, the methods available to prove income, what records are required, how to analyze them, and how to identify leads.
Tendering is the function that costs an organization a great deal of money and this has to be performed correctly to maximize effectiveness and minimize costs. Organizations’ executive management everywhere is realizing that Managing Tenders must emerge as a critical core competency if organizations are to increase revenue.
Essential Tendering is linked with Procurement Skills and covered in this program so designed to explore the best practices in the phases of tendering and procurement. This program explores many of the best practices in the initial phases of contracting so that participants will be able to implement the steps needed to create maximum total value for their organization.
Developing leadership skills is more than learning to be a good manager. Great leadership is first and foremost an “inside job”. Before we can lead others with influence and confidence, we must first find the inner qualities and strengths to lead ourselves with conviction. Leadership from this perspective is a manifestation of our unique personal power, purpose, and vision.
The Inner Journey of Leadership Mastery is a two-part program that focuses precisely on developing those vast inner resources we all possess.