International Certificate in Advanced Wealth Management (In-House)

LEORON Professional Development Institute
Training overview
Corporate / Group Training
5 days

Start dates
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Course description

International Certificate in Advanced Wealth Management (In-House)

This International Certificate in Advanced Wealth Management is a higher level pathway for wealth management professionals who have already achieved the level 3 International Certificate in Wealth and Investment Management (ICWIM). The course explores the wide range of assets and investment products available in the market at an advanced level.

As a result of participating in this course Participants will:

  • acquire the knowledge to assess a client’s current financial position,
  • provide suitable investment recommendations and
  • respond appropriately to the changing needs of the client and circumstances of the market.

The course discusses the macro-economic context of investment advice and planning, the main asset classes, the main investment products, identification, measurement and assessment of investment risks and returns, portfolio planning, construction, review and maintenance and the provision of investment advice including the ability to analyse clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives.

Who should attend?

The International Certificate in Advanced Wealth Management course is suitable for international candidates working in private banking and wealth management roles. The course is a progression from the level 3 International Certificate in Wealth & Investment Management or the International Certificate in Wealth Management (discontinued in 2014).

Training content

The topics covered in this 5 days open course are as follows:

ELEMENT 1: CASH AND MONEY MARKETS1.1 Cash Deposits1.2 Money Market FundsELEMENT 2: BONDS2.1 Characteristics and Types of Bonds2.2 Risk and Return2.3 Bond AnalysisELEMENT 3: EQUITIES3.1 Characteristics and Types of Equities3.2 Risk and Return3.3 Equity AnalysisELEMENT 4: OTHER INVESTMENTS4.1 Foreign Exchange4.2 Property4.3 DerivativesELEMENT 5: COLLECTIVE INVESTMENTS5.1 Open ended Funds5.2 Exchange Traded Funds5.3 Closed ended Funds5.4 Life Assurance based investments5.5 Alternative Investments5.6 Fund selection and fund provider researchELEMENT 6: FINANCIAL ADVICE6.1 Investment Advice Process6.2 International Considerations6.3 Trusts and FoundationsELEMENT 7: PORTFOLIO MANAGEMENTRisk and ReturnAsset AllocationInvestment managementEvaluating investment performance

Certification / Credits

As a second step in the CISI’s wealth management pathway, this course consolidates knowledge acquired from the ICWIM and allows progression to the specialist Chartered Wealth Manager Qualification

Upon successful completion of this course Participants will be able to:

  • Exhibit advanced expertise in Wealth Management industry.
  • Explore the core challenges which Wealth Management faces.
  • Acquire an understanding of the basics of core products available in the wealth management market.
  • Gain improved expertise in financial advice.
  • Become associated with a Chartered professional body and take advantage of an extensive range of benefits.

Why choose Leoron?

LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.

We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.

About Leoron

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...

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LEORON Professional Development Institute


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