International Certificate in Wealth Management

LEORON Professional Development Institute
Training overview
Professional Course
Virtual Classroom
5 days

Start dates
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Course description

International Certificate in Wealth Management

The International Certificate in Wealth & Investment Management course covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. The programme will make sure that Participants understand the range of assets and investment products available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for their clients. It is an entry level qualification designed for international candidates working in private banking and wealth management roles.

Who should attend?

This classroom course in wealth and investment management is suitable for a wide audience – from new entrants to financial services to professionals already working in the industry looking forward to diversifying into wealth management. The course is an ideal alternative for staff working in wealth management roles who require to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.

Training content

The course content for this 5 days classroom course is as follows:

PART 1 The Financial Services Industry1.1 The Purpose and Structure of the Financial Services Industry1.2 Macroeconomic Analysis1.3 Microeconomic Theory1.4 Financial markets ElementPART 2 Industry Regulation2.1 Financial Services Regulation2.2 Financial crime2.3 Corporate Governance ElementPART 3 Asset Classes3.1 Cash3.2 Bonds3.3 Property3.4 Equities3.5 Derivatives3.6 Commodities ElementPART 4 Collective Investments4.1 Investment funds4.2 Other investment vehicles ElementPART 5 Fiduciary Relationships5.1 Fiduciary Duties5.2 Advising Clients5.3 Determining client needs5.4 Taxation ElementPART 6 Investment Analysis6.1 Statistics6.2 Financial Mathematics6.3 Fundamental and Technical Analysis6.4 Yields and Ratios6.5 Valuation ElementPART 7 Investment Management7.2 Portfolio Construction Theories7.3 Investment Strategies7.4 Performance Measurement ElementPART 8 Lifetime Financial Provision8.1 Retirement planning8.2 Protection planning8.3 Estate planning, trusts and foundations

Certification / Credits

Participation in this course will help Participants to:

  • Gain a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision.
  • Explore wealth and investment management function from global perspective.
  • Identify the role of the financial institutions in investment management.
  • Progress to the the higher level International Certificate in Advanced Wealth Management
  • 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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