International Certificate in Wealth Investment Management هذه الدورة تدرس باللغة الإنجليزية

تفاصيل الدورة

Why Certificate in Wealth & Investment Management me?
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 sector 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.

 
Course Outlines

 Topics                                                                                                                No of Questions
The Financial Services Industry                                                                           15
Industry Regulation                                                                                                9
Assets Classes                                                                                                          9
Collective Investments                                                                                           8
Fiduciary Relationships                                                                                         19
Investment Analysis                                                                                              10
Investment Management                                                                                     15
Lifetime Financial Provision                                                                                  15
Total                                                                                                                          100
 
Key features:

• Provides a comprehensive introduction to financial planning, professional regulation, investment analysis and lifetime financial provision.
• Access to Associate membership and ACSI designatory letters
• Available to all – the qualification has no entry requirements

 Exam related information
§2Hours exam-CBT test-100 MCQ-100 marks
§Pass marks-70%-No negative marking
§Pass rate-59%
§Recommended study-140-150 hours
§Can be taken any time of the year
§Prometric Centres-Dubai & Abu Dhabi
§Result declaration online-within 24 hours
 
Benefits of this qualification/certification
§Global recognition
§High level of competence
§Specialization in the course
§Full study resources
§CISI Student membership
 
Pre-requisites
§Pass level 3
 
 
  تحديث بتاريخ 03 June, 2024