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CISI Level 4 ICAWM Course – Nov 2019

November 24 - November 28

AED6500

Course Name

CISI Level 4 International Certificate in Advanced Wealth Management: Applied Financial Advice and Management

Course Overview

The objective of the examination is to ensure that candidates demonstrate the ability to apply the knowledge, theory and practical techniques required in order to assess a client’s current financial position and future requirements, make suitable investment recommendations, monitor performance and respond appropriately to changing needs and circumstances.

The examination will test candidates’ ability to apply knowledge and understanding of the following elements:

• The macro-economic context of investment advice and planning
• The main asset classes; characteristics and applications
• The main investment products; characteristics and applications
• Identification, measurement and assessment of investment risks and returns
• Portfolio planning, construction, review and maintenance
• Provision of investment advice including the ability to analyse clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives

Click here to download the syllabus.

Duration

5 full days – 9 am to 4 pm

Location: 

Millennium Plaza, Sheikh Zayed Road, Dubai

Price

AED 6,500 + VAT

Excludes exam price (GBP 319)

Target Audience:

Wealth Advisors, Relationship Managers, Financial Consultants/Promoters (ESCA licensing)

Agenda:

Day 1: Chapter 1 (Cash and Money Markets) + Chapter 2 (Bonds)

Day 2: Chapter 3 (Equities)

Day 3: Chapter 4 (Other Investments) + Chapter 5 (Collective Investments)

Day 4: Chapter 6 (Financial Advice)

Day 5: Chapter 7 (Portfolio Management)

 

In Partnership With:

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Details

Start:
November 24
End:
November 28
Cost:
AED6500
Event Category:

Venue

Millennium Plaza
Millennium Plaza, Sheikh Zayed Road
Dubai, United Arab Emirates
+ Google Map

Organizer

Tadawul Academy FZE
Phone:
+971.4.889.5829
Email:
learn@tadawul.academy
Website:
www.tadawul.academy