Course details
The wealth management industry is facing unprecedented opportunities and major challenges. Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
The International Certificate in Wealth and Investment Management Award by The Chartered Institute for Securities & Investment (CISI) meets the needs of those firms who want to ensure that their staff are able to provide high-quality advice. The qualification covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. It is suitable for inpiduals engaged in private client asset management (discretionary portfolio management) and fund accounting.
Learning Outcomes
By the end of this practical course participants will be able to:
- Learn about the range of assets and investment products available in the market
- Gain the knowledge to provide financial advice Improves client relationships
- Find appropriate solutions to meet the investment, retirement and protection planning needs for clients
Target Audience
The qualification is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice.
Entry Requirements
None
Updated on 08 November, 2015Course Location
About Bahrain Institute for Banking & Finance
We_They plays a vital role in the training and development of human capital in the Kingdom of Bahrain. Our commitment to excellence has strengthened our position as the top provider of quality education across all major business disciplines. We serve as a partner to numerous world-class institutions; delivering thought leadership, research and advisory, assessment and training in the areas of Accounting and Finance, Academic, Executive Development, Banking, Leadership and Management, Insurance, Islamic Finance and Information Technology; resulting in a complete business solution.
We_They covers a wide spectrum of subject matter, with over 300 different courses offered to the financial and corporate market; tailor-made training solutions based on organisational requirements; specialised programmes taught by leading market specialists; and professional qualifications and degree programmes in partnership with major international organisations.
We_They continues to exceed global benchmarks for many of the qualifications it offers with its affiliates.
Since its inception in 1981, We_They has grown from training 450 applicants a year primarily within the banking industry, to 20,000 drawing participants from all sectors of the economy, and are proud to have qualified over 200,000 learners in the last 3 decades.
Our faculty comprise of market practitioners, academics and qualified senior industry professionals. Their perse backgrounds ensure an enriched participant experience, striking the perfect balance between theory and practice.
We_They has made its mark internationally with clients in Asia, Africa, Europe, USA and the Middle East, well on its way to becoming the global institute of choice.
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