International Certificate in Wealth and Investment Management (In-house)

LEORON Professional Development Institute
Training overview
Corporate / Group Training
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Course description

International Certificate in Wealth and Investment Management (In-House)

The International Certificate in Wealth & Investment Management course covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.

This program will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is an entry level qualification for international candidates working in private banking and wealth management roles.

Who should attend?

Who Should Attend?

This highly practical and interactive course has been specifically designed for The International Certificate in Wealth & Investment Management is suitable for a wide audience – from new entrants to financial services to professionals already working in the industry who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.

Training content

Day 1

PART 1: The Financial Services Industry

Day 2

  • PART 2: Industry Regulation
  • PART 3: Asset Classes

Certification / Credits

Key Takeaways

  • Gain a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision.
  • Explore wealth and investment management function from global perspective.
  • Recognize the role of the financial institutions in investment management.
  • Establish a pathway to the the higher level International Certificate in Advanced Wealth Management.
  • 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


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