Risk Management
TGS-2025055864
Target Audience
Financial Advisors, Wealth Managers & Private Bankers
Date
10 February 2026
Duration
1:00 PM – 5:30 PM
1/2 Day
Assessment
MCQ
CPD Hours
4
This workshop equips financial advisors, wealth managers, and private bankers with practical tools to identify, assess, and mitigate risks. Build confidence in protecting client assets and strengthening advisory relationships.
Program Overview
Learning Objectives
- Identify business vulnerabilities through risk assessments.
- Develop strategies using risk management frameworks and tools.
- Articulate the value of continuous monitoring to build trust and impact.
Program Introduction & Orientation
Equipping bankers with actionable risk strategies to protect client assets, manage uncertainty, and build lasting advisory relationships.
What You’ll Learn
Foundations of Risk Management
Understand key risk concepts in business decision-making and the advisor’s role in safeguarding client interests.
Navigating Risk with Confidence
Develop strategies to evaluate, prioritize, and address multiple risk factors in complex client environments.
Advisory Communication Skills
Learn how to translate technical risk assessments into clear, client-friendly conversations that inspire trust.
Continuous Risk Monitoring
Apply frameworks for ongoing assessment and proactive advice that reinforces long-term client confidence.
Industry-Specific Risk Insights
Explore practical risk issues within the financial services industry and how to address them effectively.
Practice & Application
Participate in realistic, client-facingrole-plays to apply risk advisorytechniques.
Analyze interactive case studies thatmirror real-world business scenarios.
Key Value Propositions: Risk Management – Protecting Client Assets & Building Trust
Turning Risk into Confidence
This program equips financial advisors, wealth managers, and private bankers with actionable risk strategies to protect client assets, strengthen advisory relationships, and build long-term trust.
Practical Risk Tools
Learn how to identify vulnerabilities and apply proven risk frameworks. Develop confidence in assessing client risks and translating findings into actionable strategies.
Trusted Advisory
Position yourself as a trusted partner by articulating the value of continuous monitoring and tailored risk insights. Strengthen your ability to guide clients with confidence and build sustainable advisory relationships.
Strategic Application
Apply risk management principles through interactive case studies and client-facing role plays. Build skills to address complex situations with clarity and credibility.
Risk Management
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