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This training program aims to prepare the participants with the knowledge and skills necessary to pass the exam for the International Certificate in Wealth and Investment Management CME4. This certificate is required for all candidates to be registered under the Management activity such as fund managers, investment portfolio managers and investment analysts in the asset and portfolio management functions, additionally, it is recognized internationally offered by the Chartered Institute of Securities and Investments (CISI), which is one of the largest professional bodies in the global securities and investments industry. The training program covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective, also it discusses most relevant concepts of assets and investment products available in the capital markets, and find appropriate solutions to meet the investment, retirement and protection planning needs for clients and investors.
This training program aims to prepare the participants with the knowledge and skills necessary to pass the exam for the International Certificate in Wealth and Investment Management CME4. This certificate is required for all candidates to be registered under the Management activity such as fund managers, investment portfolio managers and investment analysts in the asset and portfolio management functions, additionally, it is recognized internationally offered by the Chartered Institute of Securities and Investments (CISI), which is one of the largest professional bodies in the global securities and investments industry. The training program covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective, also it discusses most relevant concepts of assets and investment products available in the capital markets, and find appropriate solutions to meet the investment, retirement and protection planning needs for clients and investors.
Capital Market
Portfolio/ Fund Management
Not Exist
Lecture
Brainstroming +2
Lecture
Brainstroming
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam +1
Pre Exam
Post Exam
Simulation Test for professional exam
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Purchase Program
( 0)Available
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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.
Online Training
The purpose and structure of the financial services sector
Macroeconomics analysis
Microeconomic Theory
Financial Markets
Online Training
Financial Services Regulations
Clearing Reports
Financial crime
Corporate Governance
Ethical Standards
Online Training
Cash deposits and money markets
Bonds
Ownership or real estate
Stock
Derivatives
Commodities
Online Training
Collective investment funds
Other investment tools
Online Training
Fiduciary duties
Advise clients
Determine the customer's needs
Investment and strategic objectives
Taxes
Online Training
Statistics
Financial Mathematics
Fundamental and Technical Analysis
Yield and ratio
Evaluation
Online Training
Risks and Returns
Portfolio creation theories
Investment strategies
The role of asset classes and funds in the investment portfolio
Measuring performance
Online Training
Retirement Planning
Protection planning
Estate planning and pension funds
Acquiring knowledge and skills in order to pass the exam and obtain the International Certificate in Wealth and Investment Management CME4
es and investment products available in the market for investment analysis and management
ide financial advice and find appropriate solutions to meet customer requirements
opriate plans for investment and asset protection
