Applied professional learning

Understand Wealth and Asset Management

Understand the business behind the investment service.

Distinguish advisory, distribution and asset-management activities. Connect client acquisition, retention and pricing to revenue.

100% onlineApplied industry briefing€199 per participantApplications open

Apply for access

Illustrative scene: a wealth advisor and mature client examine an investment allocation report in a discreet office, restrained and thoughtful rather than luxury clichés.

YOUR LEARNING OUTCOMES

What you will be able to do.

Advisors and sector newcomers.

Distinguish advisory, distribution and asset-management activities.
Connect client acquisition, retention and pricing to revenue.
Compare service models, channels and operating requirements.
Explain value drivers without making investment recommendations.

WHAT YOU WILL CREATE

Client/distribution, asset flows, fee economics, service cost, and operating-model comparison.

IN PRACTICE

A situation you could face.

A wealth business attracts new assets but faces rising servicing costs. Compare client, distribution and operating-model choices in a simplified case.

YOUR TASK

Explain value drivers without making investment recommendations.

Illustrative learning scenario.

CURRICULUM

Your learning path.

4 modules

Map the business models

Distinguish advisory, distribution and asset-management activities.

Understand asset and fee flows

Connect client acquisition, retention and pricing to revenue.

Examine the cost to serve

Compare service models, channels and operating requirements.

Interpret the performance case

Explain value drivers without making investment recommendations.

THE EXPERIENCE

Practice with a purpose.

100% onlineNo in-person attendance required.

A self-directed sector briefing with a simplified business case and worked examples. Industry conditions and local requirements should be assessed for your own context.

Understand the decision

Define the question and the evidence a useful answer needs.

Test your judgement

Apply the method to a realistic case and explain your choices.

Review the quality

Use explicit criteria to judge the result and improve the work.

ABOUT YOUR APPLICATION

Before you apply.

Are courses delivered online?

Course materials, exercises and any included coaching or live sessions are delivered online. No in-person attendance required.

Each programme specifies its pace and included support. Your invitation confirms any scheduled sessions and their timing.

Why do I need to apply?

We review your background and any goals or motivation you choose to share to assess programme fit. There is no payment when you apply.

How do intakes work?

We welcome new participants in intakes over time. Apply for access and we will email you when the next intake opens for this programme.

When can I start?

We will confirm the start date, what is included and the fee when we invite you to join. You can then decide whether to take part. Applying does not give you immediate course access.

What does the fee cover?

A self-directed sector briefing with a simplified business case and worked examples. Industry conditions and local requirements should be assessed for your own context. The €199 shown is an estimated fee per person. We will confirm what is included, the final price and any applicable taxes before you decide to join.

Will I receive a certificate?

Your invitation will explain what you need to complete, how your work will be assessed and whether the programme includes a certificate. Any Academy certificate is separate from an accredited academic qualification.

Who is behind the Academy?

Scipio Academy draws on practical expertise from senior alumni of McKinsey, BCG and Bain. We will share details of the programme contributors and reviewers with your invitation. The firms do not sponsor or endorse these programmes.