International Certificate in Wealth and Investment Management

Location
Saudi Arabia, Jeddah
Dates
02 - 06 Dec 2018 (5 days)
Course Type
Professional Training Course
Accreditation
Yes (Details)
Language
English
Price
$4,390

Special prices 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.

Who should take this course

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.

Accreditation

CISI

Course content

PART 1 The Financial Services Industry PART 2 Industry Regulation PART 3 Asset Classes PART 4 Collective Investments PART 5 Fiduciary Relationships PART 6 Investment Analysis PART 7 Investment Management PART 8 Lifetime Financial Provision

About Course Provider

Built upon the strong experience in the manufacturing sector, which its founders developed in Sweden during the 90’s global expansion, LEORON evolved into the dominant training institute that offers a comprehensive set of training and development solutions.

Today, we are globally recognized as one of the leading educational providers of American and International certification programs.

LEORON’s courses are delivered by unrivaled global experts and facilitated by the best training managers in the industry. Our training programs offer a comprehensive suite of knowledge that is accredited by relevant industry institutions. Through powerful content, gamification and applied learning, our program offers a great way of building professional skills and competencies.

We offer training and development solutions in all strategic corporate functions, including corporate finance, HR, Supply Chain, operations, engineering and quality, etc. Our content-based programs are certified by leading institutes and academies, both on a local and global level.

We are locally accredited by KHDA and TVTC, whereas our list of global partners includes APICS, APMG International, AFP, IIA, ASQ, PMI, HRCI, IFMA, IABFM, CAIA, CISI, GARP, IACCM, ILM and many more.

HR Consultancy - we offer competency framework development, training needs analysis, capability and capacity building, strategic talent acquisition and much more. Our clients can gain more, whether they are facing difficulties re-organizing their brand, equipping their workforce with an extra set of skills or aiming to assess competencies within an existing structure.