Certificate in Wealth & Investment Management Programme
The Certificate in Wealth & Investment Management Programme is a comprehensive three-day programme designed to provide a strong foundation in the key areas of wealth and investment management supporting CISI Level 3 Qualification. Delivered from a global perspective, the programme covers financial planning, private client asset management, fund management, advisory functions, and investment analysis.
Participants will gain a deep understanding of a wide range of financial products and how to create tailored solutions for clients’ investment, retirement, and protection planning needs. This certificate is ideal for professionals seeking to enhance their knowledge, credibility, and performance in private banking and wealth management roles.
PROGRAMME BENEFITS
Learn the core principles and practices of wealth management, financial planning, and investment advisory.
Understand how to assess client needs and recommend suitable investment and protection strategies.
Gain insights into global financial markets and asset classes, equipping you for international client portfolios.
Earn a CISI-accredited certificate that supports career advancement in wealth and investment management.
WHO IS THE PROGRAMME FOR?
This programme is ideal for international professionals working in or aspiring to roles in private banking, wealth management, investment advisory, and financial planning. It is particularly suited to junior and mid-level employees seeking to formalise their knowledge, build credibility with clients, and progress within the financial services industry. No prior certification is required, though a basic understanding of financial concepts is beneficial.