Free Induction Sample
About Institute
The Chartered Institute of Securities and Investments (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, the institute has a global community of around 45,000 members in over 100 countries and last year more than 40,000 CISI exams were sat in 81 countries, 15,000 taken outside the UK. CISI has offices in the Middle East, India, Singapore and Sri Lanka. CISI is recognized as an awarding body by the UK Office of the Qualifications and Examinations Regulator.
Programme Overview
The International Certificate in Wealth & Investment Management programme will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients.
This will also help the serious investors and high net worth individuals and wanting to make informed, sensible investments in the right mix of assets.
Programme Content
- The Financial Services Industry
- Industry Regulation
- Asset Classes
- Collective Investment
- Fiduciary Relationships
- Investment Analysis
- Investment Management
- Lifetime Financial Provision
Conducted Date : 12th of December, 2020
