Overview

This module is no longer open for new registrations.

This module provides a broad picture of the management of the high net-worth customers segment. It explores the key features and issues related to the effective management of the people and processes within a successful sales team – including how to develop, motivate, reward and retain a high-quality sales team; the role of the sales manager; and the importance of effective organising, planning and target setting.

The module also focuses on the key features of activity management and how it can be used to develop the business. It looks at the use of a needs-based sales process and how this helps the development of tailored solutions.

Covers:

• The wealth management segment
• Financial planning and advice
• The role of the sales manager
• Activity management

Course details

Cost

The cost of this module depends on the study method you choose:

Web-supported learning
£485.00
Flexible learning (incl 2 workshops)
£585.00

Next course start date

1 May 2012
Progranme application deadline 1 March 2012 (new students)

Module registration deadline 2 April 2012 (existing students)

Course duration

150 study hours, assessment to be completed within 6 months of registration

Credits

15 credits

Studying for this module

The overall study time for this module is 150 hours.  The examination will be held 6 months after the course start date in which time you can work through the course materials.  This module must be successfully completed within 12 months of the course start date.

Learning support

There are 2 study methods available for this module.

• Web-supported learning: a more flexible approach to studying, which allows you to fit your learning around your job and other commitments. You will be supported by a web tutor who can provide guidance on how to study and answer any questions you have about the course content via our secure website.
• Flexible learning: allows you to fit your studies around your life but still benefit from face-to-face contact with a tutor. A series of 2, one day workshops, run by specialist tutors, are scheduled at regular intervals throughout the course of study. Workshops cover specific module topics and are an opportunity to ask questions and meet other students.

Learning resources

For each module you will receive a core text, written by industry experts and updated regularly to reflect the fast-changing nature of the financial services industry. Learning materials are developed specifically around each module syllabus and learning outcomes.

Through the ifs secure website you will have access to the following additional resources:

• student induction materials that provide guidance study skills and tips on preparing for assessment
• our e-library, ifs KnowledgeBank, which contains a wide range of current research and management data to help you with your studies. It gives you the opportunity to access a wealth of study material, which includes textbooks, financial glossaries and articles from leading journals. ifs KnowledgeBank is an important tool in enabling you to expand your knowledge and read around particular subject areas 
• module discussion forums – you can use these to post questions to a web tutor, raise a query with the ifs or chat to other students
• knowledge-assessment quizzes
• electronic copies of learning materials giving you greater flexibility to choose when and where you study
• specimen assessment material

Assessment

This module is assessed by a 2-hour objective test. View examination centres or contact Admissions, Academic Mangement and Student Services Office on + 44 (0) 1227 829499 if there is not a centre near you.

Further details

View the Relationship and Wealth Management summary syllabus.

View the full-length Relationship and Wealth Management module specification, which includes the syllabus for the Professional Certificate in Banking.

View the Relationship and Wealth Management module specification for the Professional and Applied Diplomas (please note these qualifications are being phased out and are no longer open to registration, for further information please see the transitional arrangements).

If you are already registered for this module you should refer to your course website to view the module specification that relates to your session of study. You will need to log on to my ifslearning to access the course website for your module.

Click to view the objective test sample assessment.

View other FHEQ Level 4 modules.