Program Brief

To build wealth through the financial market, it is necessary to build a diverse and relatively large portfolio of stocks that represent different companies and sectors, which requires a great and specialized skill to select the successful mixture in the financial market, in addition to a great effort to select and analyze the data of these stocks individually. Mutual funds are one of the most popular investment vehicles for getting returns. This program is designed for those interested in investing in funds to learn about the advantages of investment funds of all kinds, how to invest in them and measure their performance compared to the regular and irregular risks.

Program Goals

At the end of the training program, the participant should be able to:

  • A clear understanding of the advantages of investment funds to determine the type of fund suitable for the investor's goals.
  • Knowing the controls for subscribing to investment funds to understand the subscription and redemption mechanism and to choose from them.
  • Identifying the types of funds, their characteristics, their operation and administrative features to evaluate the performance of the funds.
  • Recognize the systematic risks and the unsystematic risks to understand their relationship to the performance and revenues of the funds.
  • 5. Using the fund performance indicators to compare the funds to determine the investment according to the level of risk and the required return.
Program Agenda
Module 1: Investment Funds
  • 1 Knowing the general characteristics of investment funds

    • 2 Know the advantages of investing in funds

      • 3 Knowing the various fees and other costs imposed on investment funds

        • 4 Understand the differences between open and closed funds

          • 5 Systematic and unsystematic risks

            Module 2: Investment on Funds
            • 1 Knowing the controls for subscription and redemption in investment funds

              • 2 :Fund investment

                • Investing to preserve capital

                  • Investing to generate income

                    • Investing for income and growth

                      • Investing for high growth

                      • 3 Indicators for evaluating the performance of funds

                        • 4 Comparison of funds

                          Program Requirements

                          Not Available

                          Program Path

                          Names of the training programs that are integrated (enriched) with the training program:

                          • Not Available

                          Names of the training programs that after the training program:

                          • Not Available
                          Program Method
                          • Lecture
                          • Case Studies
                          • Dialogue Teams
                          • Exercises and assignments
                          Evaluation Method
                          • Pre Exam
                          • Post Exam
                          Training Type
                          • In Class Training
                          • Online Training
                          Partners

                          Not Available

                          Add Comment

                          CAPTCHA

                          Realted Program

                          Preparation Program for Professional Exam for Saudi Capital Market Rules and Regulations- (General Chapter)- (CME-1B)

                          This training program aims to prepare participants with the knowledge and skills necessary to pass the mandatory exam for Saudi Capital Market Rules and Regulations- (General Chapter)- (CME-1B), This exam This exam is mandatory by the Capital Market Authority that is provided in cooperation with the Chartered Institute for Securities & Investment (CISI) to those who wish to work in the capital markets. This training program gives an overview of the Saudi capital market. In addition, it covers the most prominent topics related to the CMA regulations, such as the Securities Business Regulations, the Capital Market Institutions Regulations, in addition to the Anti-money Laundering and Counter-terrorist Financing rules, prohibitions and systems and controls.

                          Details

                          Preparation Program for the Professional Exam for Principles of Insurance (280)- LOMA

                          The Associate, Life Management Institute (ALMI) awarded by Life Office Management Association (LOMA) is a global professional qualification that focuses on knowledge and skills relevant to the insurance industry and the financial services sector, in addition to being a standard of excellence in preparing industry experts. Principles of Insurance- LOMA 280 one of the subjects required to obtain the fellowship, it covers many modules such as principles of insurance, the process of becoming insured, and the policyowner’s contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products.

                          Details

                          Preparation Program for the Professional Exam for Insurance Administration (301)- LOMA

                          The Associate, Life Management Institute (ALMI) awarded by Life Office Management Association (LOMA) is a global professional qualification that focuses on knowledge and skills relevant to the insurance industry and the financial services sector, in addition to being a standard of excellence in preparing industry experts. Insurance Administration- LOMA 301 one of the subjects required to obtain the fellowship, it covers many modules such as individual and group life coverages, in addition to focusing on underwriting, reinsurance, claims, and customer service.

                          Details

                          Excellence Customer Experience

                          Increasing competition has forced businesses to think carefully about deepening and improving their relationship with customers. Customer experience is the driver of organizations transformation and business development. This program focuses on developing and refining the skills of employees to improve the customer experience at all stages of engagement with the customer. The program also covers how to develop a basic model for improving customer experience that ensure customer satisfaction and loyalty, which results in increasing the organization's market share and maximizing its profits, in addition to developing a positive customer experience culture within the organization at all customer touchpoints.

                          Details

                          Effective Sales Skills in Insurance Companies

                          A salesman is a reflection of the insurance organization, and he must have technical skills, excellent communication skills, and perseverance in order to build relationships of trust with customers to whom he proposes appropriate solutions, with the primary objective of achieving the company's sales goals efficiently. This Program covers the concept of and importance of sales, its basic stages and the characteristics of a successful sales person, as well as how to handle different types of customers, sales techniques, smart targeting, attracting customers, how to maintain their loyalty to the organization and how to maximize sales, in addition to focusing on the mechanism of dealing with objections and complaints effectively.

                          Details

                          Preparation Program for Credit Advisor Professional Exam- 4th Edition

                          This training program aims to prepare participants with the knowledge and skills necessary to pass the mandatory professional exam for the credit advisor, which is intended for all employees of service delivery channels, customer care, & financing preparation in the banking & finance sectors This program is designed to familiarize participants with all financing products, instructions for providing a real estate/mortgage financing product, the mechanism for obtaining financing, the main steps, & documents for obtaining financing products, highlighting the Saudi company for credit Information & the credit report form, in addition to the operational & credit risks that customers may be exposed to, & how to manage those risks. Objectives, their nature, principles of conduct and work ethics, as well as a review of the relevant laws & regulations, which enable them to perform their duties towards customers & the beneficiary professionally & responsibly.

                          Details

                          Effective Communication Skills

                          Communication is the basis of success, the greater the ability to communicate effectively, the greater the chances of success in work and personal life. This training program is designed to improve and develop the verbal and nonverbal communication skills of employees, and to provide participants with communication skills to achieve the goals of the communication process, in addition to developing the skills of listening, presentation, recitation and feedback, and understanding the purposes of body language to enhance the communication process.

                          Details

                          Debt Capital Markets

                          Bonds are a type of debt which states a promise of payment by the bond issuer to the bond holder, according to specific terms at the time the bond is issued. The government is the largest issuer of bonds; long-term government bonds are issued to finance expenditures required by governments to support their countries, banks and large corporations are also major issuers of bonds. This program is designed to provide participants with a sound understanding of dealing in the debt and bond market and gain the ability to understand the different types of bonds and methods of evaluating and pricing them according to the return and to identify the risks associated with bonds and how to make the decision to invest in bonds

                          Details

                          Preparation Program for Professional Exam for International Introduction to Securities and Investment- (CME-1A)

                          This training program aims to prepare participants with the knowledge and skills necessary to pass the exam for International Introduction to Securities and Investment- (CME-1A), This exam is mandatory by the Capital Market Authority that is provided in cooperation with the Chartered Institute for Securities & Investment (CISI) to those who wish to work in the capital markets. This training program covers several related topics such as introduction to the financial services sector, the economic environment, assets and capital markets, investment funds, regulations, and ethical principles as well as other financial products.

                          Details

                          Preparation Program for Compliance Foundation Professional Exam

                          This training program aims to prepare the participants with the knowledge and skills necessary to pass the Compliance Foundation Professional Exam. The program covers issues related to regulatory compliance and the principles of compliance with legal requirements for providing financial services. In addition, the program reviews money laundering legislation, terrorist financing, and anti-fraud laws.

                          Details

                          Teamwork Skills

                          There is a Chinese proverb that says: Behind every capable person there are capable people. Collaboration is a vital part of personal and professional life, so learning team development and organizational culture is a great start to a better future. This training program is designed to provide participants with the concept of team work, the mechanisms for building it, the importance of developing the group spirit among the participants, and mechanisms for increasing the degree of team cohesion, rooting group values and unifying the vision among team members, which increases the effectiveness of work teams and reduces friction and conflict between teams within the organization through Unity of vision and goals and achieving more effective results.

                          Details

                          Introduction to Financing & Investment

                          Global capital markets are rapidly evolving, which necessitates the development of skills to identify financial and security risks as well as discovering the investment opportunities for business This program aims to introduce the principles of investment and financing and the distinction between personal and corporate investments in terms of the investment environment and how to make an investment or financing decision, as well as the impact of modern financial technologies on investment and financing operations

                          Details

                          Islamic Banking Basics

                          This program is designed to introduce the ethics of financial transactions in Islamic banking, in addition to acquiring basic knowledge of Islamic banking transactions by identifying the Shari’a regulations for financial transactions, and banking services with Shari’a compliant. The program enables participants to gain the ability to distinguish the characteristics of an Islamic bank from a conventional bank, as well as learn about the principles and characteristics of accounting standards for Islamic financial transactions and operations in accordance with Shari’a regulations.

                          Details

                          Preparation Program for the Professional Exam for Business and Financial Concepts for Insurance Professionals (307)- LOMA

                          The Associate, Life Management Institute (ALMI) awarded by Life Office Management Association (LOMA) is a global professional qualification that focuses on knowledge and skills relevant to the insurance industry and the financial services sector, in addition to being a standard of excellence in preparing industry experts. Business and Financial Concepts for Insurance Professionals- LOMA 307 is one of the subjects required for obtaining the fellowship. It provides participants with basic financial concepts and terminology and how to relate these concepts to the business of insurance and company operations and profitability.

                          Details
                          We value your feedback

                          Dear visitor, we hope that you will participate in improving and developing the services provided by the academy on the website.

                          Was it easy to find what you were looking for on the Academy's website?
                          Was the information presented on the Academy’s website sufficient and useful?
                          Please share with us your suggestions for developing the website
                          Thank you!