WEALTH MANAGEMENT TRAINING PROGRAM
Blanc WM — Daniel Blanc — 6-Week Interactive Curriculum
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A structured 6-week apprenticeship covering the full arc of private wealth management — from industry landscape to portfolio construction, structured products, client communication, behavioral finance and KYC/AML. Check off resources and exercises as you complete them, test yourself with the weekly quiz, and keep notes — everything is saved automatically in this browser.

Weekly rhythm. Each week has four blocks: Resources (read/watch first — they build the conceptual base), Books & Videos (deeper background, summaries linked where available), Exercises (the real learning — written deliverables you should be able to defend in discussion), and a Self-Test Quiz to confirm retention before moving on.

Suggested cadence: resources Mon–Tue, books Wed, exercises Thu–Fri, quiz + notes review at week's end. Budget 8–12 focused hours per week. Quality of the exercise deliverables matters more than speed.

Progress & notes live in your browser's local storage — nothing is sent anywhere. Use the same browser on the same machine to keep continuity, and Export PDF any time for a full printable snapshot including your notes and quiz scores.

Week 3 (Structured Products) is an added module — it was not in the original outline, but structured products are core to how Blanc WM constructs client portfolios, so it sits deliberately between portfolio theory (Week 2) and client communication (Week 4).

Blanc WM internal training material, prepared for Daniel Blanc. All third-party resources remain the property of their respective publishers; links are provided for educational reference only. Resources without an embedded link in the source document carry a search shortcut instead. Quiz answers and glossary definitions are educational simplifications, not investment, legal or compliance advice. Progress data is stored locally in this browser only.