Elegant Training Center International Certificate in Wealth Investment Management Elegant Training Center
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Price: AED 2,500
AED 5,003
100% Money Back Guarantee
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!
Instructor led live virtual classroom online. Classes may be individual or in group.
  • Location: Al Barsha - Dubai
  • Duration / Course length: 50 To 60 Hours
  • Timings: Flexible

Course details

Why Certificate in Wealth & Investment Management ?
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
 
 
  Updated on 23 June, 2020

About Elegant Training Center

Elegant Professional and Management Development is a leading training center in Al Barsha, Dubai, specialized in affordable and effective face-to-face training programs in variety of courses like Engineering & IT, Finance, Sales & Marketing and HR & Administration.
 
We design and customize courses and program for people of different walks whether trying to enter into the job market or employees willing to achieve professional development and qualification to secure advancement in their careers and improve their performance level.
 
Our training is stretching, motivating and tailored to the individual learner. We develop and deliver training courses for organizations across all sectors. All of our courses can be tailored specifically to your team’s needs and delivered at your site as well

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