Enrolment options
International Certificate in Wealth & Investment Management (ICWIM)
Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
ICWIM covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.
You will learn about the range of assets and investment products available in the market and you will gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients.
Syllabus:
- Lesson 1 – The Financial Services Sector
- Lesson 2 – Industry Regulation
- Lesson 3 – Asset Classes
- Lesson 4 – Collective Investments
- Lesson 5 – Fiduciary Relationships
- Lesson 6 – Economics and Investment Analysis
- Lesson 7 – Investment Management
- Lesson 8 – Lifetime Financial Provision
Training Duration: 15 hours
For any questions, please call +96522280370 or email uic@unionininvest.org
CLICK HERE TO REGISTER FOR THIS COURSE
Price: KD 140 (UIC members), KD 160 (non-members). Discounts are available for groups.
This course is only available to those who register with the Union of Investment Companies. Please click the green link above to register for this course.
