Quick Contact
Get in touch and see how Risk Reward can help you
Our London team are ready to answer questions, provide information & choices to help make your public seminar booking in a prompt, professional & friendly manner.
Shop
Certificated
UK Europe EMEA GCC Time Zones
CPEs:
24
Instructor:
Yiannos Ashiotis
Level:
Introductory / Refresher
Tuition:
£2,995.00
NEW CISI International Certificate in Wealth & Investment Management AM021
Location: UK Europe EMEA GCC Time Zones
First Date: Mar 10 - 12 2025
Duration: 3 days
Programme Director: Yiannos Ashiotis
All Dates & Locations
Venue Details
Experience the highly-interactive expert-led 1:1 tutorial and social learning through Virtual Classroom via Cisco WebEx from Risk Reward.
All our 2024 Virtual Classroom events feature shared (or discrete) live chat between delegates and the expert, participate in topical surveys, polling questions, group exercises and case studies for a tried -and- true engaging and gratifying learning experience.
Need to bring this in-house or Face to Face? Simply contact us for significant cost savings and dates to meet your specific needs.
"There was continuous discussion in a friendly atmosphere which made it possible to exchange thoughts with all the participants and we were in full review and its advantages and challenges it faces."Abu Dhabi Commercial Bank
Agenda Highlights
Session 1: The Financial Services Industry
Session 2: Industry Regulation
Session 3: Asset Classes
Session 4: Collective Investments
Session 5: Fiduciary Relationships
Session 6: Economics and Investment Analysis
Session 7: Investment Management
Session 8: Lifetime Financial Provision
"The trainer is fantastic! Very good. He used numerous real world examples. The course absoutely met our objecives. Really added value!"European Bank, Athens
Overview
Training to prepare for the CISI International Certificate in Wealth & Investment Management is suitable for a wide audience – from new entrants to financial services to professionals already working in the sector who may be interested in diversifying into wealth management.
The CISI Certificate It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.
This CISI unit is also a stand-alone global qualification designed to ensure that candidates have the knowledge and skills required for engaging in private client asset management (discretionary portfolio management) and fund management.
Methodology
- Highly interactive expert-led discussions, worked examples and case studies from local, regional and international best practise
- Individual and group Exercises
- Supporting Materials, articles and website references
- Mock Exam and results report
- Unlimited Q&A with the trainer after the course and prior to your your CISI exam for up to 30 days.
- CISI Exam candidates are required to register, purchase workbooks and study on line tools directly with the CISI however a Risk Reward Client Services advisor will be happy to facilitate this process on your behalf at CISI published prices and add to your training price.
Knowledge Pre-requisites
None
"Group discussion for brainstorming, shared many useful websites, non-banked lending most valued topic as rarely Is there too much information on this Great and useful."HSBC, Asia
Who Should Attend
For CISI Candidates preparing to sit the exam to achieve a pass mark and Certificate issued by the CISI.
All delegates who complete the exam preparatory training course will received a Certificate in International Wealth and Investment Management; should your employer require demonstration of competency via an exam this can be arranged at no additional cost.
Additional Course Information
What Does It Cover?
The Financial Services Industry
1.1 The Purpose and Structure of the Financial Services Industry
1.2 Financial markets
Industry Regulation
2.1 Financial Services Regulation
2.2 Financial crime
Asset Classes
3.1 Cash
3.2 Bonds
3.3 Property
3.4 Equities
3.5 Derivatives
3.6 Commodities
Collective Investments
4.1 Investment funds
4.2 Other investment vehicles
Fiduciary Relationships
5.1 Fiduciary Duties
5.2 Advising Clients
5.3 Determining client needs
5.4 Taxation
Economics and Investment Analysis
6.1 Macroeconomic Theory
6.2 Microeconomic Theory
6.3 Statistics
6.4 Financial Mathematics
6.5 Fundamental and Technical Analysis
6.6 Yields and Ratios
6.7 Valuation
Investment Management
7.1 Risk and Return
7.2 Portfolio Construction Theories
7.3 Investment Strategies
7.4 Performance Measurement
Lifetime Financial Provision
8.1 Retirement Planning
8.2 Protection Planning
8.3 Estate Planning, Trusts and Foundations
Learning Objectives
The objective of the course is to provide training mapped to the competencies required for individuals
engaged in private client asset management (discretionary portfolio management) and
fund management.
Delegates will gain specialist technical and behavioural knowledge and practical applications ready to sit the CISI exam and to implement immediately in the workplace.
Social Learning & Methods
Highly interactive expert-led intensive presentation, Q&A, group real-time in-depth case studies, regulation and discussion supported by key principles and theory. The virtual learning platform uses safe, industry preferred encrypted Cisco WebEx to optimize live face-to-face visual interaction, discrete chat, for polling and quizzes.
(An invitation via email with access link is included for all participants.)
Registration
NEW CISI International Certificate in Wealth & Investment Management
Course Fee
Apply 10% discount code RISK10 by December 15, 2024 at check-out
Course Fee (per person):
GBP £2,995.00 (+ UK VAT when applicable)
Get in touch and see how Risk Reward can help you
Our London and Miami teams are ready to listen carefully to your needs, take the brief, explore options, offer suggestions and help you in a professional and friendly manner.