- Duration / Course length: Upto 45 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
§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
Updated on 06 January, 2021
Job roles this course is suitable for:
Senior Islamic Finance Lawyer , Finance and Insurance Manager , Assistant Vice President AccountsAbout 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
Enquire about this course
You may add more courses here,
your list will be saved.
