Building Wealth Managers, One Skill at a Time
A 2-month foundation classroom capital markets, then practitioner-led orientation that gates entry into a 3-month mentored floor internship. No shortcuts, no filler weeks.
- TOTAL TRAINING MONTHS 2 classroom + orientation
- STRUCTURED WEEKS 8 one capability per week
- FLOOR INTERNSHIP 3 mo.mentor-supervised
The Program
Two months, built to earn a seat on the floor.
Month 1 lays the market foundations in the classroom. Month 2 hands trainees to real practitioners. Both months gate into the internship nobody advances on attendance alone.
Weeks, total
One new capability gained per week, in sequence
Graded deliverables
Practical assessments after every week
Program gates to pass
Only genuinely ready trainees advance to the internship
M1 · WEEKS 1–4
Basic-to-advanced classroom learning covering how capital markets function, with sustained, in-depth focus on mutual funds the product an RM sells and explains most often. Closes with a certification exam trainees must pass to continue.
M2 · WEEKS 5–8
A month handed over to practitioners. Each session is run by an expert from that specific domain risk, compliance, back office, communication so trainees hear how the function actually works, not how a textbook describes it.
The 8-Week Path
One capability gained per week, in order.
Every week is a link in the same chain market structure feeds into mutual funds, mechanics feed into regulation, risk profiling feeds into onboarding. Nothing is taught out of sequence.
Month 1 Classroom Foundations
Month 2 Practitioner-Led Orientation
WEEK 1
Capital Market Structure & Participants
Quiz + glossary
WEEK 2
Mutual Funds, In Depth
Factsheet analysis
WEEK 3
Investment Mechanics & Regulatory Framework
Calculation exercise
WEEK 4
Applied Review & Month 1 Assessment
Gate · Certification exam
WEEK 5
Risk Profiling & Psychometric Assessment
Mock profiling session
WEEK 6
Compliance & Client Onboarding
Simulated KYC file
WEEK 7
Back Office Operations & Communication
Client-call roleplay
WEEK 7
Back Office Operations & Communication
Client-call roleplay
How It's Built
Every week follows the same nine-part structure.
So trainees always know where they are, and what’s expected of them next.
Week Overview
Topics, faculty, format and deliverable for the week ahead.
Five Core Topics
Each topic broken into its key teaching points, one slide apiece.
Key Concepts
A quick-reference glossary or formula sheet for the week.
Case Study
A worked example or scenario applying the week's material.
Deliverable
The graded output or milestone that closes out the week.
After Eight Weeks
What trainees leave with, entering the internship.
Working Market Knowledge
Confident, accurate command of mutual funds and core capital market concepts able to explain, not just recall.
Cross-Functional Orientation
A real sense of how risk profiling, back office and compliance fit around the RM's day-to-day role.
Assessed Readiness
A passed Month 1 exam and a Month 2 panel review the gate that confirms internship placement.
A career-focused learning experience designed to prepare you for success in wealth management and client relationship roles.