CISI – International Certificate in Advanced Wealth Management
Summary of the Course
- The international Certificate in Advanced Wealth Management is an advanced course which introduces the best international practices of wealth management. It explores the wide range of assets and investment products available in the market at an advanced level. The trainee will gain the knowledge to assess a client’s current financial position, make suitable investment recommendations, and respond appropriately to the changing needs of the client and circumstances of the market.
Learning Objectives
- Allows understanding reports, analyses of the financial markets (equities, bonds, exchange rates)
- Gives an integrated view of the functioning of financial markets
- Teaches how to understand, analyse and project the phases of financial markets dynamics
- Allows to develop over time your own view on Financial markets
- Allows to set up a fundamental strategy in investing, starting from your own specific financial needs
- Trains to think about financial advice, covering an important area which is in strong demand by banks, asset management and other financial companies
- Introduces the trainee to the Master Level Wealth Management program, an important qualification shaping your professional profile and giving you the best international practice
- Getting a free CISI student membership, introducing you to a prestigious and active financial community
Who Should Attend
- Candidates working in Banking and wealth management roles.
Duration
75 Hours
Awarding Body
CHARTERED INSTITUTE FOR SECURITY & INVESTMENT
Assessments
2 Hour examination of 80 multiple choice questions.