Teaching
Wealth Management for Advisors
An executive program preparing junior wealth advisors to deliver fiduciary-quality advice across the wealth-management lifecycle, integrating global private-wealth best practice with Brazil-specific regulation, taxation, and products. Ten modules, roughly 60% technical and 40% relational, with client cases escalating from a mass-affluent professional to a multijurisdictional UHNW family capstone.
Topics
- The wealth-management profession in Brazil: CVM 178, ANBIMA codes, fiduciary vs. suitability
- Understanding the client: behavioral finance, discovery, goals-based wealth management
- Investment theory foundations and active vs. passive
- Brazilian capital markets and products, funds, and private pension vehicles
- Asset allocation, internationalization, FX hedging, and the IPS
- Tax, estate, succession, and family governance in Brazil
- Insurance, alternatives, and sophisticated strategies
- Client communication and practice management
Audience
Junior wealth advisors (0-5 years) at private banks, multi-family offices, and advisory firms; hybrid format, ~60 contact-equivalent hours.
Materials
Syllabus, course structure, and bibliography in English and Portuguese; graded role-plays, an IPS case, and a capstone wealth plan.
Each module follows a four-step rhythm (concept lecture, Brazilian-market application, client case or live role-play, graded deliverable) with practitioner guests in selected modules.