UK Europe EMEA GCC Time Zones
CPEs: 24
Instructor: Yiannos Ashiotis
Level: Introductory / Refresher
Tuition: £2,995.00
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NEW CISI International Certificate in Wealth & Investment Management AM021

Location: UK Europe EMEA GCC Time Zones

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

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.


  • 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


"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.)


NEW CISI International Certificate in Wealth & Investment Management

Course Fee

Apply 10% discount code RISK10 by December 15, 2023 at check-out

Course Fee (per person):
GBP £2,995.00 (+ UK VAT when applicable)

Number of delegates:

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Terms and Conditions: You can cancel at any time. Due to the on-going COVID 19 environment cancellations may be made at any time for either a full refund or a credit towards another event occurring within the following 6 month period. Simply email or telephone the London Client Services team at to advise your preference and we will do our best to accommodate your circumstances. Risk Reward Ltd receives the right to a final decision in the event of a dispute.

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