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International Certificate in Advanced Wealth Management (In-House)

LEORON Professional Development Institute
Training overview
Corporate / Group Training
On-site
5 days
From 4,190 USD
Start dates
Worldwide
4,190 USD
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Course description

Certificate in Advanced Wealth Management - In-house Training

This International Certificate in Advanced Wealth Management is a higher level pathway for wealth management
professionals who have already achieved the level 3 International Certificate in Wealth and Investment Management (ICWIM).
The course explores the wide range of assets and investment products available in the market at an advanced level.

As a result of participating in this course delegates will:

  • acquire the knowledge to assess a client’s current financial position,
  • provide suitable investment recommendationsand
  • respond appropriately to the changing needs of the client and circumstances of the market.

The course discusses themacro-economic context of investment advice and planning, the main asset classes, the main investmentproducts, identification, measurement and assessment of investment risks and returns, portfolio planning,construction, review and maintenance and the provision of investment advice including the ability to analyse
clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives.

LEORON delivers this course on an in-house basis, helping clients meet their company's specific training needs. Their customised training solutions are available worldwide and can be delivered at client's offices or at conveniently located training facilities

Who should attend?

The International Certificate in Advanced Wealth Management course is suitable for international candidates working in privatebanking and wealth management roles. The course is a progression from the level 3 International Certificate in Wealth &Investment Management or the International Certificate inWealth Management (discontinued in 2014).

Training content

The topics covered in this 5 days open course are as follows:

ELEMENT 1: CASH AND MONEY MARKETS
1.1 Cash Deposits
1.2 Money Market Funds
ELEMENT 2: BONDS
2.1 Characteristics and Types of Bonds
2.2 Risk and Return
2.3 Bond Analysis
ELEMENT 3: EQUITIES
3.1 Characteristics and Types of Equities
3.2 Risk and Return
3.3 Equity Analysis
ELEMENT 4: OTHER INVESTMENTS
4.1 Foreign Exchange
4.2 Property
4.3 Derivatives
ELEMENT 5: COLLECTIVE INVESTMENTS
5.1 Open ended Funds
5.2 Exchange Traded Funds
5.3 Closed ended Funds
5.4 Life Assurance based investments
5.5 Alternative Investments
5.6 Fund selection and fund provider research
ELEMENT 6: FINANCIAL ADVICE
6.1 Investment Advice Process
6.2 International Considerations
6.3 Trusts and Foundations
ELEMENT 7: PORTFOLIO MANAGEMENT
Risk and Return
Asset Allocation
Investment management
Evaluating investment performance

Certification / Credits

As a second step in the CISI’s wealth managementpathway, this course consolidates knowledge acquired fromthe ICWIM and allows progression to the specialistChartered Wealth Manager Qualification

Upon successful completion of this course delegates will be able to:

  • Exhibit advanced expertise in Wealth Management industry.
  • Explore the core challenges which Wealth Management faces.
  • Acquire an understanding of the basics of core products available in the wealth management market.
  • Gain improved expertise in financial advice.
  • Become associated with a Chartered professional body and take advantage of an extensive range of benefits.

Why choose Leoron?

LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.

We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.

About Leoron

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...


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LEORON Professional Development Institute

OFFICE 502, JLT
Dubai

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