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Description

Wealth Diagnostic: Assessing the Situation, Advising and Following Up

Conduct a complete wealth diagnostic that leads to prioritised recommendations you can defend

  • 1 day — 7 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

Client meetings often turn into product presentations. The information gathered remains partial, the family and marital situation is skimmed over, the client's objectives are not prioritised, and the recommendation does not survive the first question about its tax or succession consequences.

This seven-hour programme structures the advisory process. Participants learn to conduct a complete fact-find, to analyse the civil, tax and financial dimensions of a situation, to build reasoned and quantified recommendations, and then to organise follow-up and the traceability of the advice delivered.

Learning objectives

  • Conduct a complete and structured wealth information fact-find
  • Analyse the civil, tax and financial dimensions of a situation
  • Prioritise the client's objectives and liquidity constraints
  • Build quantified and reasoned recommendations
  • Draft an engagement report evidencing the advice delivered
  • Organise periodic follow-up and updating of the diagnostic

What makes this programme different

A complete client file is handled from the fact-find through to the written report
Recommendations are tested on their civil effects before their tax effects
Traceability of advice is addressed from the angle of the professional's liability

Programme

1Fact-Find and Situation Analysis

See the situation before proposing anything

  • Conducting the discovery meeting and information to be gathered
  • Analysis of the marital regime and family situation
  • Review of assets, liabilities and income
  • Reading cash flows and savings capacity
  • Assessment of risk profile and investment horizon

2Building the Recommendations

Connecting objectives to solutions

  • Prioritising the client's objectives and the trade-offs required
  • Possible responses regarding spousal protection and wealth transfer
  • Structuring investments and property ownership
  • Comparative costing of two scenarios
  • Taking liquidity and income constraints into account

3Presentation, Follow-Up and Liability

Formalise the advice and sustain the relationship over time

  • Structure of a clear and defensible engagement report
  • Oral presentation of recommendations and handling objections
  • Duty of advice and traceability of exchanges
  • Frequency of diagnostic updates and trigger events

Who is it for

Wealth management advisers · private banking relationship managers · accountants and legal practitioners developing a wealth advisory activity.

Prerequisites

Knowledge of the main investment vehicles and of wealth taxation concepts.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.