Course Duration: 3 Full Days, 9 am to 5 pm,
Examination Duration: 2 Hours
21 Hours in Total
Examination Format: Multiple Choices comprised of Technical and Regulatory Parts
This certificate course in wealth and investment management provides and tests candidates understanding about financial service industry in macro economic terms, industry regulation, asset classes, collective investments, fiduciary relationships, investment analysis using fundamental and technical analysis, investment management about portfolio construction, investment strategies and performance measurement, retirement, protection, estate, trust and tax planning. It helps to prepare you to take the public examination offered by UK chartered professional body CISI (Chartered Institute For Securities and Investments) and suitable for any practitioner determined to build a successful career as a wealth manager and advisor.
- Access to Associate Membership of CISI and ASCI designatory letter.
- A pathway to earning higher level chartered membership.
- An Internationally recognized professional qualification and benchmark for practitioner determined to build a successful career as a wealth manager and advisor.