LEORON Professional Development Institute
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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.
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
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