Affluent & High-Net-Worth Series

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Programme Overview

The growth of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients has seen a rapid demand for wealth planning, which has propelled insurance to form part of any comprehensive approach to wealth structuring in areas such as asset liquidity provision, family wealth protection, distribution and legacy planning, business continuity planning and tax optimisation.


This series has a one-day module on wealth planning and a two-day module on how to position universal life as part of wealth planning. This programme has greatly benefitted many insurance advisers from leading insurance organisations.

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The two modules in this series can be taken on their own. Maximum learning is achieved by taking the one-day module before the two-day module.

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