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Wealth management and financial advice are among the most specialized and valued disciplines in the financial sector, built on the ability to understand each client's needs and translate them into a comprehensive investment plan that achieves their long-term financial goals. This program offers students and graduates a foundational knowledge and practical base that enables them to understand the wealth management ecosystem and build their investment advisory skills. This program establishes a clear understanding of the concept of wealth management and what distinguishes it from traditional financial advisory, developing investment advisory practice skills from client needs and expectations analysis all the way to relationship management and trust-building. It then covers the financial products and services available in the market and how to develop an investment plan for assets that accounts for the client's strategic objectives, financial flows, and expected income from investments. The program also emphasizes both analytical and ethical dimensions. Participants learn how to measure investment performance, analyze the risks and returns of different asset classes, and design balanced investment portfolios that align with a client’s risk tolerance. The program concludes with a module on the Professional Wealth Advisor, covering trust building, professional ethics, conflicts of interest, and the legal risks that every financial advisor should understand.
Capital Market
إدارة المحافظ/ الصناديق
الاستشارات المالية +3
إدارة المحافظ/ الصناديق
الاستشارات المالية
علاقات المستثمرين
العناية بالعملاء
إدارة المحافظ
Portfolio/ Fund
Investment Advisory & M&A
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Dialogue Teams
Exercises and assignments
Pre Assessment
Post Assessment
Students and Graduates
Students and Graduates
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.
Self Learning
Module 1: Investment Advisory Skills and Client Relationship Management
Module 2: Investment Assets and Wealth Accumulation Planning
Module 3: Investment Returns, Risks, and Portfolio Construction
Module 4: The Professional Wealth Advisor: Ethics, Trust, and Legal Framework
Define the concept of wealth management and investment advisory and what distinguishes them from traditional financial advice, and identify the core skills of a professional financial advisor and how to analyze client needs.
Apply client relationship management skills and trust-building strategies, and distinguish between available financial products and services in the market to select the most suitable for meeting client needs.
Apply the principles of investment asset planning, set strategic and investment objectives for clients, and plan financial flows and income expectations from investment assets.
Analyze returns and risks of different investment asset types, design a balanced investment portfolio according to the client's risk tolerance, and apply investment performance measurement indicators.
Apply professional ethics standards and trust-building practices in the financial advisory environment, and identify conflict of interest situations and legal risks that financial advisors must avoid.
Training Programs Overview
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