Program Brief

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.

Program Topic
Program Goals

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

  • 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
Program Agenda
Module 1: Financial Services Sector
  • 1 The purpose and structure of the financial services sector

    • 2 Macroeconomics analysis

      • 3 Microeconomic Theory

        • 4 Financial Markets

          Module 2: Financial Sector Regulations
          • 1 Financial Services Regulations

            • 2 Clearing Reports

              • 3 Financial crime

                • 4 Corporate Governance

                  • 5 Ethical Standards

                    Module 3: Categories of Financial Assets
                    • 1 Cash deposits and money markets

                      • 2 Bonds

                        • 3 Ownership or real estate

                          • 4 Stock

                            • 5 Derivatives

                              • 6 Commodities

                                Module 4: Collective Investment
                                • 1 Collective investment funds

                                  • 2 Other investment tools

                                    Module 5: Credit Relations
                                    • 1 Fiduciary duties

                                      • 2 Advise clients

                                        • 3 Determine the customer's needs

                                          • 4 Investment and strategic objectives

                                            • 5 Taxes

                                              Module 6: Investment Analysis
                                              • 1 Statistics

                                                • 2 Financial Mathematics

                                                  • 3 Fundamental and Technical Analysis

                                                    • 4 Yield and ratio

                                                      • 5 Evaluation

                                                        Module 7: Investment Management
                                                        • 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

                                                                  Module 8: Lifetime Credits
                                                                  • 1 Retirement Planning

                                                                    • 2 Protection planning

                                                                      • 3 Estate planning and pension 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:

                                                                        Program Method
                                                                        • Lecture
                                                                        • Brainstroming
                                                                        • Dialogue Teams
                                                                        • Exercises and assignments
                                                                        Evaluation Method
                                                                        • Pre Exam
                                                                        • Post Exam
                                                                        • Simulation Test for professional exam
                                                                        Training Type
                                                                        • Online Training

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