Wealth management is an art based on the quality of financial advice provided by qualified advisors who can develop and implement the most appropriate strategy for each client based on their needs, future expectations, and risk tolerance. This training program is designed to develop participants' skills in financial planning and setting investment objectives for managing clients' assets, in addition to financial consulting skills to analyze investments and investment products available in the market and provide the most appropriate solutions and products to meet clients' needs, their future expectations, and attain their financial goals.
At the end of the training program, the participant should be able to:
1 Investment advisory practice skills
2 Customer relationship management
3 Customer needs analysis
4 Knowledge of financial products and services
5 Customer asset management and development
1 Wealth Accumulation and Management Strategies
2 Investment planning for assets
3 Clients' strategic and investment objectives
4 Financial Flow Planning
5 Expectations of income from investment assets
1 Investment performance measures
2 Investment Portfolio structuring
3 Types of assets in the investment portfolio
4 Risks and returns for each type of asset
1 Building and managing trust
2 Professional Ethics
3 Legal risks
Not Available
Names of the training programs that are integrated (enriched) with the training program:
Names of the training programs that after the training program:
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