Wealth Management Workshop

Wealth Management Workshop (WMW) is a NES-based workshop of applied programs and projects. It was established in 2009 for the development and implementation of best practices in the field of wealth management training. Thanks to the close partnership of NES professors and the WM industry experts, WMW has developed a number of customized training programs for WM professionals, wealth management training programs for HNWI heirs, as well as educational and methodological materials on personal finance for school and university students. Together with the Swiss training center AZEK, WMW provides training and certification programs for WM specialists, awarding a Russian diploma (from NES) and an international certificate (from AIWM / SFAA).

Benefits of Wealth Management Programs

• LECTURERS FROM THE INDUSTRY

Classes are taught by financial market professionals who can both explain the theory and share their practical expertise.

• IN-DEPTH KNOWLEDGE

Course content describes the key characteristics of complex financial instruments, the specifics of taxation of financial assets, the principles of behavioral finance, the relationships with private clients and the principles of corporate finance analysis.

• APPLICATION IN RUSSIA

At the classes in Moscow, lecturers and students discuss the specifics of applying the acquired knowledge in Russian practice.

• NES DIPLOMA

Professional retraining diploma of the New Economic School – a hallmark of up-to-date economic education for a Russian employer.

• LEARNING IN THE COMPANY OF PROFESSIONALS

Specialists from the leading financial companies of Russia are the main target audience of the training courses. Interaction and networking with other professionals contributes to deeper understanding of the study materials.

• LATEST PRACTICAL CASES

The courses include real-life tasks and cases from WM practice on all subjects – from structured products and optimization of cross-border taxation to relationship management and financial analysis of companies.

• WORKSHOP IN SWITZERLAND

upon completion of their studies in Russia, students may attend a week-long intensive course in Geneva where they learn the best international practices from experienced bankers.

• INTERNATIONAL CERTIFICATE / DIPLOMA

The Associate Wealth Manager (AWM) certificate and the Certified International Wealth Manager (CIWM) diploma of the Association of International Wealth Management (AIWM) and the Swiss Financial Analysts Association (SFAA) are recognized in Europe, North America and Asia.