International Certificate in Wealth and Investment Management

Course Overview

The International Certificate in Wealth & Investment Management course covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.
This program will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is an entry level qualification for international candidates working in private banking and wealth management roles.

Key Takeaways

1. Gain a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision.
2. Explore wealth and investment management function from global perspective.
3. Recognize the role of the financial institutions in investment management.
4. Establish a pathway to the the higher level International Certificate in Advanced Wealth Management.
5. Become associated with a Chartered professional body and take advantage of an extensive range of benefits.