Start Date / Programs / Flagship Program

Executive Program in Holistic Wealth Banking — Level I (Entry Level)

The starting point of the holistic wealth banker.

Intensive in-person + synchronous online6 months / 120 hours / 12 ten-hour modulesMexico 2026 · Next cohort to be announced

Program Description

Level I of the Executive Program in Holistic Wealth Banking is the formal gateway to wealth banking. Over six months, 120 hours and 12 ten-hour modules, participants build the complete technical foundation of the wealth advisor: the four major markets —foreign exchange, fixed income, equities and hedging derivatives—, the reading of economic and financial indicators, comprehensive client profiling, and the construction of funds and portfolios.

The program does not stop at technique. It includes insurance and risk management, basic Mexican taxation with an emphasis on nearshoring, regulation, compliance and ethics, and a module devoted to public speaking, executive communication and image: the competencies that distinguish a wealth advisor from a product salesperson.

Graduation demands results. The final capstone is a Full Wealth Plan of more than 30 pages, accompanied by a business development component. Those who complete it earn the PWMI certification, aligned with the CPWA® standard, and are prepared to serve the MXN $1M to $5M client segment.

General Objective

To equip participants with the complete technical, regulatory and commercial foundation of holistic wealth banking —markets, indicators, client profiling, portfolios, insurance, taxation and executive communication— to serve the MXN $1M to $5M client segment with confidence, culminating in the preparation of a comprehensive Full Wealth Plan as a certification requirement.

Learning Objectives

  • 01Operate confidently across the four fundamental markets: foreign exchange, fixed income, equities and hedging derivatives.
  • 02Interpret economic and financial indicators to substantiate investment recommendations.
  • 03Profile wealth clients comprehensively and translate the profile into concrete proposals.
  • 04Build funds and portfolios aligned with each client's objectives and risk profile.
  • 05Incorporate insurance and basic risk management into wealth planning.
  • 06Apply basic Mexican taxation and nearshoring opportunities in advisory work.
  • 07Communicate with executive impact: public speaking, presence and professional image.
  • 08Prepare a Full Wealth Plan of more than 30 pages as the graduation capstone project.

Why Take This Program

  1. 120 hours of training across 12 modules and 60 live sessions over 6 months.
  2. No prerequisites: designed as the formal point of entry into wealth banking.
  3. Complete market coverage: foreign exchange, fixed income, equities and derivatives with a hedging focus.
  4. Comprehensive client profiling as the wealth advisor's core competency.
  5. Basic Mexican taxation with an emphasis on nearshoring opportunities.
  6. A module devoted to public speaking, executive communication and professional image.
  7. Graduation capstone: a Full Wealth Plan of more than 30 pages, with a business development component.
  8. PWMI certification aligned with the CPWA® standard.
  9. A format compatible with a professional agenda: 2-hour live classes, twice a week, delivered in intensive in-person and synchronous online formats.
  10. Oriented to the MXN $1M to $5M client segment: junior and mid-premium bankers, IFAs, emerging family offices and nearshoring entrepreneurs.

Syllabus — Key Topics

  • Foreign Exchange Market (FX)
  • Fixed Income
  • Equity Markets (Equities)
  • Derivatives Markets — Hedging
  • Economic and Financial Indicators
  • Comprehensive Client Profiling
  • Fund and Portfolio Construction
  • Insurance and Basic Risk Management
  • Basic Mexican Taxation and Nearshoring
  • Public Speaking, Executive Communication and Image
  • Regulation, Compliance and Ethics
  • Final Capstone + Business Development