A CMA mandated exam that is provided in cooperation with the Chartered Institute for Securities & Investment (CISI). The International Certificate in Wealth and Investment Management includes financial planning foundations, Customer assets management from the privet sector, portfolios Management, consulting functions and investment analysis from a global perspective. It covers the assets and investment products available in the market as well as finding appropriate solutions to meet customer needs in the sectors of investment, retirement and protection planning needs. It is suitable for international candidates working in wealth management in the financial markets sector. Note: This certificate consists of two exams, and to obtain the CME certificate, you must pass both parts of the exam (A-B).
Passing the International Certificate in Wealth and Investment Management exam a requirement for all registered persons under the managing activities, (For example but not limited to investment portfolio managers, fund managers and associated investment analysts).
Arabic
70 Degree
120 Minutes
CISI
English
70 Degree
120 Minutes
CISI
Chapter 1: The Financial Services Sector: 10%
Chapter 2: Industry Regulation: 6%
Chapter 3: Asset Classes: 9%
Chapter 4: Collective Investments: 8%
Chapter 5: Fiduciary Relationships: 19%
Chapter 6: Economics and Investment Analysis: 15%
Chapter 7: Investment Management: 18%
Chapter 8: Lifetime Financial Provision: 15%
It is estimated that this workbook will require approximately (100) hours of study time.
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تنويه: نفيدكم أنه سيتم إرسال المادة التعليمية الخاصة بالاختبار عن طريق البريد الإلكتروني المرتبط بحسابكم على موقع الأكاديمية المالية، وذلك خلال خمسة أيام عمل من تاريخ التسجيل على الاختبار.
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