How long is the Asset and Wealth Management course?

The course runs approximately 25 hours across 8 modules and 16 lessons, completed online at your own pace.

How much does Asset and Wealth Management cost?

The training fee is KES 15,000, with M-Pesa, card and Paystack payment options and lifetime access.

Is Asset and Wealth Management certified?

Yes. On passing the final assessment you receive a GLI-branded certificate with QR verification. CCS is NITA-accredited.

Asset and Wealth Management | CCS Online Learning

Name: Asset and Wealth Management
Price: 15000 KES

Build practical, job-ready capability in asset and wealth management for Kenya's dynamic business environment. This professional course combines proven international frameworks with African case studies and real workplace application.

What You Will Learn

✓Develop the core principles and frameworks of asset and wealth management
✓Apply practical tools to real workplace challenges
✓Design and improve current practices in their organisation
✓Manage and implement effective approaches with measurable outcomes
✓Evaluate banking & financial services practice with organisational strategy
✓Analyse risk, compliance and governance considerations

Modules

Lessons

25 hours

Duration

🎍 Certificate & NITA Accreditation

On passing the final exam (50 MCQs, 70% pass mark, unlimited retakes) you receive a GLI-branded PDF certificate with QR verification. CCS is NITA-accredited — eligible employers can claim NITA levy reimbursement for this course.

Course Curriculum

8 modules · 16 lessons · Interactive quizzes · Study notes · Practical exercises · Final exam

Module 1: Foundations and Key Concepts

2 lessons · 120 min · 3 hours

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Understanding the Fundamentals

57 min

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Key Concepts and Terminology

63 min

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📝 Study Notes

KEY TAKEAWAYS — Foundations and Key Concepts • Asset and Wealth Management requires both technical skill and sound judgement. • Always start from clear objectives and measurable outcomes. • Use data to drive decisions, not assumptions. • Assign clear ownership and accountability. • Embed lessons learned into systems and culture. • Account for the African operating context and local regulations.

✏️ Practical Exercise

Reflect on your own organisation. Identify one real challenge related to "Foundations and Key Concepts". Using the frameworks from this module, outline (1) the objective, (2) two practical actions you would take this month, and (3) how you would measure success. Be specific and realistic for your context.

Module 2: Strategic Context and Environment

2 lessons · 96 min · 3 hours

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Reading the Operating Environment

51 min

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Aligning with Organisational Strategy

45 min

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📝 Study Notes

KEY TAKEAWAYS — Strategic Context and Environment • Asset and Wealth Management requires both technical skill and sound judgement. • Always start from clear objectives and measurable outcomes. • Use data to drive decisions, not assumptions. • Assign clear ownership and accountability. • Embed lessons learned into systems and culture. • Account for the African operating context and local regulations.

✏️ Practical Exercise

Reflect on your own organisation. Identify one real challenge related to "Strategic Context and Environment". Using the frameworks from this module, outline (1) the objective, (2) two practical actions you would take this month, and (3) how you would measure success. Be specific and realistic for your context.

Module 3: Core Frameworks and Tools

2 lessons · 102 min · 3 hours

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▶

Essential Frameworks and Models

53 min

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Practical Tools and Techniques

49 min

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📝 Study Notes

KEY TAKEAWAYS — Core Frameworks and Tools • Asset and Wealth Management requires both technical skill and sound judgement. • Always start from clear objectives and measurable outcomes. • Use data to drive decisions, not assumptions. • Assign clear ownership and accountability. • Embed lessons learned into systems and culture. • Account for the African operating context and local regulations.

✏️ Practical Exercise

Reflect on your own organisation. Identify one real challenge related to "Core Frameworks and Tools". Using the frameworks from this module, outline (1) the objective, (2) two practical actions you would take this month, and (3) how you would measure success. Be specific and realistic for your context.

Module 4: Planning and Design

2 lessons · 103 min · 3 hours

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Planning for Success

54 min

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Designing the Approach

49 min

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📝 Study Notes

KEY TAKEAWAYS — Planning and Design • Asset and Wealth Management requires both technical skill and sound judgement. • Always start from clear objectives and measurable outcomes. • Use data to drive decisions, not assumptions. • Assign clear ownership and accountability. • Embed lessons learned into systems and culture. • Account for the African operating context and local regulations.

✏️ Practical Exercise

Reflect on your own organisation. Identify one real challenge related to "Planning and Design". Using the frameworks from this module, outline (1) the objective, (2) two practical actions you would take this month, and (3) how you would measure success. Be specific and realistic for your context.

Module 5: Implementation and Execution

2 lessons · 112 min · 3 hours

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Executing Effectively

63 min

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Managing Delivery and Stakeholders

49 min

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📝 Study Notes

KEY TAKEAWAYS — Implementation and Execution • Asset and Wealth Management requires both technical skill and sound judgement. • Always start from clear objectives and measurable outcomes. • Use data to drive decisions, not assumptions. • Assign clear ownership and accountability. • Embed lessons learned into systems and culture. • Account for the African operating context and local regulations.

✏️ Practical Exercise

Reflect on your own organisation. Identify one real challenge related to "Implementation and Execution". Using the frameworks from this module, outline (1) the objective, (2) two practical actions you would take this month, and (3) how you would measure success. Be specific and realistic for your context.

Module 6: Measurement and Performance

2 lessons · 104 min · 3 hours

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▶

Metrics, KPIs and Dashboards

56 min

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Continuous Improvement

48 min

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📝 Study Notes

KEY TAKEAWAYS — Measurement and Performance • Asset and Wealth Management requires both technical skill and sound judgement. • Always start from clear objectives and measurable outcomes. • Use data to drive decisions, not assumptions. • Assign clear ownership and accountability. • Embed lessons learned into systems and culture. • Account for the African operating context and local regulations.

✏️ Practical Exercise

Reflect on your own organisation. Identify one real challenge related to "Measurement and Performance". Using the frameworks from this module, outline (1) the objective, (2) two practical actions you would take this month, and (3) how you would measure success. Be specific and realistic for your context.

Module 7: Risk, Governance and Compliance

2 lessons · 95 min · 3 hours

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▶

Managing Risk and Compliance

51 min

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▶

Governance and Accountability

44 min

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📝 Study Notes

KEY TAKEAWAYS — Risk, Governance and Compliance • Asset and Wealth Management requires both technical skill and sound judgement. • Always start from clear objectives and measurable outcomes. • Use data to drive decisions, not assumptions. • Assign clear ownership and accountability. • Embed lessons learned into systems and culture. • Account for the African operating context and local regulations.

✏️ Practical Exercise

Reflect on your own organisation. Identify one real challenge related to "Risk, Governance and Compliance". Using the frameworks from this module, outline (1) the objective, (2) two practical actions you would take this month, and (3) how you would measure success. Be specific and realistic for your context.

Module 8: Leadership, Culture and Sustainability

2 lessons · 102 min · 4 hours

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Leading People and Culture

61 min

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Sustaining Results Long-Term

41 min

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📝 Study Notes

KEY TAKEAWAYS — Leadership, Culture and Sustainability • Asset and Wealth Management requires both technical skill and sound judgement. • Always start from clear objectives and measurable outcomes. • Use data to drive decisions, not assumptions. • Assign clear ownership and accountability. • Embed lessons learned into systems and culture. • Account for the African operating context and local regulations.

✏️ Practical Exercise

Reflect on your own organisation. Identify one real challenge related to "Leadership, Culture and Sustainability". Using the frameworks from this module, outline (1) the objective, (2) two practical actions you would take this month, and (3) how you would measure success. Be specific and realistic for your context.

Who Should Attend

▸Managers and supervisors responsible for banking & financial services
▸Professionals seeking to advance their careers in banking & financial services
▸Team leaders and officers in the public and private sectors
▸Anyone transitioning into a banking & financial services role
▸Consultants, advisors and practitioners in the field

No prior qualification is required. This course is delivered 100% online and is suitable for professionals across Kenya and the wider African region.

Learning Outcomes

By the end of this course, participants will be able to:

✓Develop the core principles and frameworks of asset and wealth management
✓Apply practical tools to real workplace challenges
✓Design and improve current practices in their organisation
✓Manage and implement effective approaches with measurable outcomes
✓Evaluate banking & financial services practice with organisational strategy
✓Analyse risk, compliance and governance considerations

Quick Details

Duration25 hours

Modules8 modules

Lessons16 lessons

LevelProfessional

PriceKES 15,000

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Asset and Wealth Management

What You Will Learn

Course Curriculum

Who Should Attend

Learning Outcomes

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