International Certificate in Advanced Wealth Management (In-House)

LEORON Professional Development Institute
Course summary
Corporate Training for Teams
5 days
4,190 USD excl. VAT
Course Dates
4,190 USD
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Course Description

Certificate in Advanced Wealth Management - In-house Training

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 delegates 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.

LEORON delivers this course on an in-house basis, helping clients meet their company's specific training needs. Their customised training solutions are available worldwide and can be delivered at client's offices or at conveniently located training facilities

Suitability - 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).

Outcome / Qualification etc.

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 delegates 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.

Training Course Content

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

1.1 Cash Deposits
1.2 Money Market Funds
2.1 Characteristics and Types of Bonds
2.2 Risk and Return
2.3 Bond Analysis
3.1 Characteristics and Types of Equities
3.2 Risk and Return
3.3 Equity Analysis
4.1 Foreign Exchange
4.2 Property
4.3 Derivatives
5.1 Open ended Funds
5.2 Exchange Traded Funds
5.3 Closed ended Funds
5.4 Life Assurance based investments
5.5 Alternative Investments
5.6 Fund selection and fund provider research
6.1 Investment Advice Process
6.2 International Considerations
6.3 Trusts and Foundations
Risk and Return
Asset Allocation
Investment management
Evaluating investment performance


To know the detailed pricing of this in-house training offered by Leoron kindly enquire. 

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Provider: LEORON Professional Development Institute

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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