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International Certificate in Wealth Management

Accredited by Chartered Institute for Securities and Investments

LEORON Professional Development Institute

Summary

Price
£1,950 inc VAT
Study method
Online + live classes
Duration
4 days · Full-time
Qualification
No formal qualification
Additional info
  • Tutor is available to students

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.

Description

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.

Course Outline Includes

Part 1 - The Financial Services Industry

Part 2 - Industry Regulation

Part 3 - Asset Classes

Part 4 - Collective Investments

Part 5 - Fiduciary Relationships

Part 6 - Investment Analysis

Part 7 - Investment Management

Part 8 - Lifetime Financial Provision

Who is this course for?

Professionals working in financial services and those involved in wealth management

Questions and answers

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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