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Home All Courses ICWIM International Certificate in Wealth and Investment Management
4.8

ICWIM International Certificate in Wealth and Investment Management

3 alternative location(s) available

Course Overview

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.

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program at your premise of choice, with lower costs, and schedule that suits you best.

FULLY CUSTOMIZED

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5 Key Takeaways

1

Gain a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision.

Explore wealth and investment management function from global perspective.

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Recognize the role of the financial institutions in investment management.

Establish a pathway to the the higher level International Certificate in Advanced Wealth Management.

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Become associated with a Chartered professional body and take advantage of an extensive range of benefits.

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See What’s Inside Our 2022 Catalog

Course Outline

DAY ONE

The Financial Services Industry

  • The Purpose and Structure of the Financial Services Industry

  • Macroeconomic Analysis

  • Microeconomic Theory

  • Financial markets Element

DAY TWO

Industry Regulation

  • Financial Services Regulation

  • Financial crime 

  • Corporate Governance Element

Asset Classes

  • Cash

  • Bonds

  • Property

  • Equities

  • Derivatives

  • Commodities Element

DAY THREE

EDUCATIONAL PARTNER

LEORON - Professional Development Institute

Built upon the strong experience in the manufacturing sector, which the founders developed in Sweden during the 90’s global expansion, LEORON evolved into a comprehensive training institute, offering training and development solutions in all strategic corporate functions, including corporate finance, HR, SCM, operations, and engineering.

With strategic distribution of our offices in leading locations, such as Dubai, Riyadh, Jonkoping, Skopje, Accra, and Almaty, our team of experts delivers approximately 500 courses annually, and roughly 10000 professionals are equipped with appropriate education and the latest insights in a wide assortment of industries across the EMEA region.

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Who Should Attend?

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.

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FREQUENTLY ASKED QUESTIONS

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.

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

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 4 447 5711 or [email protected].

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.

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.

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