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Excel in Wealth Management… CME-4A is Your Gateway to Professionalism!
This training program aims to prepare the participants with the knowledge and skills necessary to pass the exam for International Certificate in Wealth and Investment Management- (CME-4A), This exam is mandatory by the Capital Market Authority that is provided in cooperation with the Chartered Institute for Securities & Investment (CISI), to personnel working in wealth management in the financial markets sector. This training program covers several important topics, including the basics of financial planning, asset management for private clients, fund management, advisory functions, and investment analysis from a global perspective, in addition to the assets and investment products available in the market, as well as finding appropriate solutions to meet customers' needs in the areas of investment, retirement and protection planning needs
Capital Market
Trading and Investment
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Practical Implementation
Exercises and assignments
Pre Exam
Post Exam +1
Pre Exam
Post Exam
Simulation Test for professional exam
Portfolio/ Fund Analysts
Purchase Program
( 0)Available
To preview individual and groups discount policy, Click Here
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training-Online Training
The purpose and structure of the financial services sector
In Class Training-Online Training
Financial services regulation
Financial crime
Ethical standards
In Class Training-Online Training
Cash deposits and money markets
The Foreign Exchange (FX) Market
Bonds
Property
Equities
Derivatives
Commodities
Digital Assets
Operations
In Class Training-Online Training
Investment funds
Other investment vehicles
In Class Training-Online Training
Macroeconomic
Central banks
Microeconomic theory
Statistics
Financial mathematics
Fundamental and technical analysis
Yield and Ratios
Valuation
In Class Training-Online Training
Portfolio construction theories
Investment strategies
The role of asset classes and fund in a portfolio
Risk and Return
Performance measurement
In Class Training-Online Training
Advising Clients
Risk Profile
Investment Objectives and Strategy
Investment Recommendations
Review
Wealth Management Charges
Taxation
In Class Training-Online Training
Retirement Planning
Protection Planning
Estate Planning, Trusts and Foundations
Passing the Professional Exam for International Certificate in Wealth and Investment Management (CME-4A).
Knowing the asset classes and investment products available in the market for investment analysis and management.
Full knowledge of the regulations of the financial services sector to apply them properly.
Understanding the nature of joint investments (mutual funds, other investment tools) to determine the appropriate investments for clients.
Identify the credit relationships (the duties of the trustee), to properly manage the relationship when dealing with customers.
Familiarity with economics, so that he can analyze the investment to apply the theories of building the investment portfolio.
Full awareness of investment strategies and financial planning to provide technical advice to clients.
