Program Description
Level II of the Executive Program in Holistic Wealth Banking takes the advisor from command of the fundamentals to advanced practice. Over nine months, 180 hours and 12 modules of 15 hours each, participants deepen what Level I introduced: currency risk and complex FX operations, credit, curves and duration in fixed income, fundamental analysis and sector rotation in equities, and intermediate derivatives with options, swaps and hedges.
The second half of the program addresses the disciplines that define the complete wealth banker: behavioral finance and advanced client profiling, asset allocation with alternatives, trusts and an introduction to family governance, intermediate Mexico–USA taxation with a nearshoring focus, advanced insurance and integral risk management, and leadership, negotiation and strategic intelligence. The final capstone integrates WealthTech and digital assets.
It is a program built for working professionals: a flexible format, two-hour classes in an executive format, lifetime access to materials and more than 12 Excel toolkits ready to apply with clients. The certification is recognized at BBVA, Santander, Banorte, HSBC, Actinver, Monex, GBM and family offices.
General Objective
To elevate the wealth advisor to the advanced level of holistic wealth banking, deepening expertise in complex markets, behavioral finance, asset allocation with alternatives, trusts, intermediate Mexico–USA taxation and strategic intelligence, in order to serve the MXN $3M to $15M client segment with confidence and operate as a complete wealth banker.
Learning Objectives
- 01Manage currency risk and complex operations in the foreign exchange market.
- 02Analyze credit, curves and duration for advanced fixed income management.
- 03Apply fundamental analysis and sector rotation strategies in equity markets.
- 04Structure hedges with options and swaps at the intermediate derivatives level.
- 05Integrate behavioral finance and advanced profiling into the wealth client relationship.
- 06Design asset allocations that incorporate alternative investments.
- 07Structure trusts and apply family governance principles.
- 08Advise with intermediate Mexico–USA tax judgment and complete a capstone with WealthTech and digital asset components.
Why Take This Program
- 180 hours of advanced training across 12 fifteen-hour modules and 90 sessions over 9 months.
- Certification recognized at BBVA, Santander, Banorte, HSBC, Actinver, Monex, GBM and family offices.
- More than 12 Excel toolkits ready to apply directly with clients.
- Lifetime access to program materials.
- Genuine depth in markets: advanced FX, credit and curves, sector rotation and intermediate derivatives.
- Behavioral finance and advanced profiling of the wealth client.
- Trusts and an introduction to family governance, key disciplines of the upper segment.
- Intermediate Mexico–USA taxation with a nearshoring focus.
- Final capstone with WealthTech and digital asset components.
- A flexible format for working professionals, with 2-hour classes in an executive format, oriented to clients of MXN $3M to $15M.
Syllabus — Key Topics
- Advanced FX — Currency Risk and Complex Operations
- Advanced Fixed Income — Credit, Curves and Duration
- Advanced Equities — Fundamentals and Sector Rotation
- Intermediate Derivatives — Options, Swaps, Hedges
- Advanced Trading Economics and Macro-Geopolitical Intelligence
- Advanced Profiling and Behavioral Finance
- Intermediate Asset Allocation and Alternatives
- Trusts and Introduction to Family Governance
- Intermediate Mexico-USA Taxation and Nearshoring
- Advanced Insurance and Integral Risk Management
- Leadership, Negotiation and Strategic Intelligence
- Final Capstone + WealthTech and Digital Assets