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.
At the end of the training program, the participant should be able to:
1 The purpose and structure of the financial services sector
2 Macroeconomics analysis
3 Microeconomic Theory
4 Financial Markets
1 Financial Services Regulations
2 Clearing Reports
3 Financial crime
4 Corporate Governance
5 Ethical Standards
1 Cash deposits and money markets
2 Bonds
3 Ownership or real estate
4 Stock
5 Derivatives
6 Commodities
1 Collective investment funds
2 Other investment tools
1 Fiduciary duties
2 Advise clients
3 Determine the customer's needs
4 Investment and strategic objectives
5 Taxes
1 Statistics
2 Financial Mathematics
3 Fundamental and Technical Analysis
4 Yield and ratio
5 Evaluation
1 Risks and Returns
2 Portfolio creation theories
3 Investment strategies
4 The role of asset classes and funds in the investment portfolio
5 Measuring performance
1 Retirement Planning
2 Protection planning
3 Estate planning and pension funds
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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