- مدة الدورة التدريبية: 50 ساعة
- مواعيد الدورة: Flexible
تفاصيل الدورةWhy 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.
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
- 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
§2Hours exam-CBT test-100 MCQ-100 marks
§Pass marks-70%-No negative marking
§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
§High level of competence
§Specialization in the course
§Full study resources
§CISI Student membership
§Pass level 3
تحديث بتاريخ 23 June, 2020
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