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International Certificate in Wealth and Investment Management

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نبذة عن الدورة التدريبية

The International Certificate in Wealth & Investment Management course covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.
This program will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is an entry level qualification for international candidates working in private banking and wealth management roles.

المخرجات الرئيسية

Gain a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision.
Explore wealth and investment management function from global perspective.
Recognize the role of the financial institutions in investment management.
Establish a pathway to the the higher level International Certificate in Advanced Wealth Management.
Become associated with a Chartered professional body and take advantage of an extensive range of benefits.

Chartered Institute for Securities & Investment
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The CISI is the largest and most widely respected professional body for the securities and investment profession in the UK and in a growing number of financial centres globally. We promote the highest standards of professionalism amongst our members and the wider financial services profession and we believe professionalism is a blend of three elements – Knowledge, Skills and Behaviour.

محتوى الدورة التدريبية

Part 1
PART 1: The Financial Services Industry
1.1 The Purpose and Structure of the Financial Services Industry
1.2 Macroeconomic Analysis
1.3 Microeconomic Theory
1.4 Financial markets Element
Part 2
PART 2: Industry Regulation
2.1 Financial Services Regulation
2.2 Financial crime
2.3 Corporate Governance Element
PART 3: Asset Classes
3.1 Cash
3.2 Bonds
3.3 Property
3.4 Equities
3.5 Derivatives
3.6 Commodities Element
Part 3
PART 4: Collective Investments
4.1 Investment funds
4.2 Other investment vehicles Element
PART 5: Fiduciary Relationships
5.1 Fiduciary Duties
5.2 Advising Clients
5.3 Determining client needs
5.4 Taxation Element
Part 4
PART 6: Investment Analysis
6.1 Statistics
6.2 Financial Mathematics
6.3 Fundamental and Technical Analysis
6.4 Yields and Ratios
6.5 Valuation Element
Part 5
PART 7: Investment Management
7.2 Portfolio Construction Theories
7.3 Investment Strategies
7.4 Performance Measurement Element
PART 8: Lifetime Financial Provision
8.1 Retirement planning
8.2 Protection planning
8.3 Estate planning, trusts and foundations

على من يجب الحضور؟

This highly practical and interactive course has been specifically designed for
The International Certificate in Wealth & Investment Management is suitable for a wide audience – from new entrants to financial services to professionals already working in the industry who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.

الدورات ذات الصلة


What language will the course be taught in and what level of English do I need to take part in an LEORON training program?
Most of our public courses are delivered in English language. You need to be proficient in English to be able to fully participate in the workshop and network with other delegates. For in-house courses we have the capability to train in Arabic, Dutch, German and Portuguese.
Are LEORON Public courses certified by an official body/organization?
LEORON Institute partners with 20+ international bodies and associations.We also award continuing professional development credits (CPE/PDUs) for:1. NASBA (National Association of State Boards of Accountancy) 2. Project Management Institute PDUs 3. CISI credits 4. GARP credits 5. HRCI recertification credits 6. SHRM recertification credits
What is the deadline for registering to a public course?
The deadline to register for a public course is 14 days before the course starts. Kindly note that occasionally we do accept late registrations as well, but this needs to be confirmed with the project manager of the training program or with our registration desk that can be reached at +971 4 975 5711 or [email protected].
What does the course fee cover?
The course fee covers a premium training experience in a 5-star hotel, learning materials, lunches & refreshments, and for some courses, the certification fee and membership with the accrediting bodies.
Does LEORON give discounts?
Yes, we can provide discounts for group bookings. If you would like to discuss a discount on a corporate level, we will be happy to talk to you.