Rotman-Canadian Securities Institute Innovating Your Wealth Management Practice
Cultivate trust, improve efficiency and preserve legacies.
Charged with helping their clients weather frequent financial upheavals, wealth advisors are constantly challenged by evolving technologies and the push to exceed client expectations. The Rotman-Canadian Securities Institute Innovating Your Wealth Management Practice program, co-designed with Moody’s Analytics, offers a mix of academic insight based on the latest research and practical experience. This program takes place at the White Oaks Resort and Spa and your program fee includes all program materials, accommodations, and meals.
Over four days of rigorous learning, you’ll gain a comprehensive, integrated, and strategic approach to wealth management. The core curriculum includes:
- Client specialization and focus
- Human and family dynamics
- Wealth management strategies
- Legacy planning and
What you'll learn
At the end of the four days, you will be able to offer a new value proposition and build strong, intergenerational, multi advisory relationships with new and existing clients. Our expert faculty will guide and support you throughout the program, along with industry experts and other like-minded leaders within the financial services industry.
Professor, International Business, Rotman School of Management and Academic Director, Executive Programs
Walid Hejazi (PhD, University of Toronto, Canada) is a Professor of Economic Analysis and Policy and the Academic Director of Executive Programs at the Rotman School of Management, Fellow of the Michael Lee-Chin Family Institute for Corporate Citizenship, and member of the Board of Directors of the David & Sharon Johnston Centre for Corporate Governance Innovation. His research focuses on the development of strategies which enhance the ability of companies to compete in domestic and global marketplaces. He has worked closely with many companies to develop and implement innovative strategies, with a particular focus on the role of leaders in preparing those companies to lead strategic change. He has taught in over 30 countries, and is a frequent commentator in the media.
Payment and Fee Reduction
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