International Certificate in Wealth Investment Management
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السعر: 681 USD
1,362 USD
100% ضمان استعادة الاموال
No questions asked refund With a goal of giving you a worry-free and secure enrollment experience, We offer a 24 hour money-back guarantee. Just send us a refund request via email within 24 hours after first class and we will refund 100% of your payment, no questions asked!
تدريب إفتراضي أونلاين. المحاضرات قد تكون فردية أو ضمن مجموعة.
  • مدة الدورة التدريبية: 50 ساعة
  • مواعيد الدورة: Flexible

    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 23 June, 2020

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