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6 Reviews
Register now for advanced skills in wealth management and financial advice!
6 Reviews
This training program is designed to develop participants' skills in financial planning and setting investment objectives for managing clients' assets. It also focuses on 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.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam
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.
In Class Training-Online Training
Investment advisory practice skills
Customer relationship management
Customer needs analysis
Identifying job opportunities
Knowledge of financial products and services
Customer asset management and development
In Class Training-Online Training
Wealth Accumulation and Management Strategies
Investment planning for assets
Setting financial goals
Clients' strategic and investment objectives
Financial Flow Planning
Expectations of income from investment assets
In Class Training-Online Training
Investment performance indicators
Investment Portfolio
Types of assets in the investment portfolio
Risks and returns for each type of asset
Portfolio Risks and Returns
In Class Training-Online Training
future performance
Knowing the investment trends
Develop existing solutions
Provide innovative solutions
In Class Training-Online Training
Investment Advisory for Individuals
Investment Advisory for Institutions
General Investment Advisory
Building and managing trust
Professional Ethics
Cooperation with customers
Business Marketing
Legal risks
Gain the knowledge and skills necessary to provide financial advice; and finding appropriate solutions to meet customer requirements.
Learn about topics related to asset classes and investment products available in the market for investment analysis and management.
Develop appropriate plans for investment and asset protection.
Develop solutions and products that enable customers to achieve their goals
