International Certificate in Advanced Wealth Management (In-House)LEORON Professional Development Institute
Certificate in Advanced Wealth Management - In-house Training
This International Certificate in Advanced Wealth Management is a higher level pathway for wealth management
professionals who have already achieved the level 3 International Certificate in Wealth and Investment Management (ICWIM).
The course explores the wide range of assets and investment products available in the market at an advanced level.
As a result of participating in this course delegates will:
- acquire the knowledge to assess a client’s current financial position,
- provide suitable investment recommendations and
- respond appropriately to the changing needs of the client and circumstances of the market.
The course discusses the macro-economic context of investment advice and planning, the main asset classes, the main investment products, identification, measurement and assessment of investment risks and returns, portfolio planning, construction, review and maintenance and the provision of investment advice including the ability to analyse
clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives.
LEORON delivers this course on an in-house basis, helping clients meet their company's specific training needs. Their customised training solutions are available worldwide and can be delivered at client's offices or at conveniently located training facilities
Suitability - Who should attend?
The International Certificate in Advanced Wealth Management course is suitable for international candidates working in private banking and wealth management roles. The course is a progression from the level 3 International Certificate in Wealth & Investment Management or the International Certificate in Wealth Management (discontinued in 2014).
Outcome / Qualification etc.
As a second step in the CISI’s wealth management pathway, this course consolidates knowledge acquired from the ICWIM and allows progression to the specialist Chartered Wealth Manager Qualification
Upon successful completion of this course delegates will be able to:
- Exhibit advanced expertise in Wealth Management industry.
- Explore the core challenges which Wealth Management faces.
- Acquire an understanding of the basics of core products available in the wealth management market.
- Gain improved expertise in financial advice.
- Become associated with a Chartered professional body and take advantage of an extensive range of benefits.
Training Course Content
The topics covered in this 5 days open course are as follows:
ELEMENT 1: CASH AND MONEY MARKETS
1.1 Cash Deposits
1.2 Money Market Funds
ELEMENT 2: BONDS
2.1 Characteristics and Types of Bonds
2.2 Risk and Return
2.3 Bond Analysis
ELEMENT 3: EQUITIES
3.1 Characteristics and Types of Equities
3.2 Risk and Return
3.3 Equity Analysis
ELEMENT 4: OTHER INVESTMENTS
4.1 Foreign Exchange
ELEMENT 5: COLLECTIVE INVESTMENTS
5.1 Open ended Funds
5.2 Exchange Traded Funds
5.3 Closed ended Funds
5.4 Life Assurance based investments
5.5 Alternative Investments
5.6 Fund selection and fund provider research
ELEMENT 6: FINANCIAL ADVICE
6.1 Investment Advice Process
6.2 International Considerations
6.3 Trusts and Foundations
ELEMENT 7: PORTFOLIO MANAGEMENT
Risk and Return
Evaluating investment performance
To know the detailed pricing of this in-house training offered by Leoron kindly enquire.
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Provider: LEORON Professional Development Institute
Built upon the strong experience in the manufacturing sector, which its founders developed in Sweden during the 90’s global expansion, LEORON evolved into the dominant training institute that offers a comprehensive set of training and development solutions. All across the...
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