Wealth management is the fastest growing area of financial services activity and hence the importance of the International Certificate in Wealth Management and Investment (ICWIM) in improving and enabling financial advice to high net worth clients at their request.
Ensuring international certification will enable wealth managers and wealth management consultants to understand the nature of financial markets and international regulations and laws, as well as understand the categories of financial assets available in the markets and related risk types, analysis and management of investment, financial crimes, corporate governance, financial planning, savings and insurance. The certificate is able to advise financial advice and find appropriate solutions to meet the needs of their clients in the areas of investment, retirement, protection, inheritance planning and tax planning.
1) Financial services sector
2) Regulations and bodies regulating the financial services sector
3) Financial asset classes
4) Collective investments
5) Credit relations
6) Investment analysis
7) Investment Management
8) Financial planning for life
100 Question Duration 2 hours
Multiple choice questions
Degree of pass 70%
Test Language (Arabic - English)
Place of test Amdist - Riyadh - Embassy district - Al Kindi Plaza - First floor
Registration fee (32) pounds and test fee (306) pounds equivalent to 1800 SR
Certificate issued by the Institute of Securities and Investment - UK
Malians and executives of life insurance companies
Malians and executives of banks and financial companies
Financial planning officials
External and internal auditors
Auditors in the audit and financial business sector
Investment and credit analysts and financial analysts
New Graduates (Economics / Accounting / Management)
Original scientific material smooth, coffee and easy.
Borbionet offers neat and easy delivery.
Practical application through practical workshops during the training process.
The daily solution to a selection of questions that carry the ideas and form of the real exam.
How to get tickets effectively and smartly from receiving the lecture to entering and passing the test, God willing.
Bank questions more than 200 questions
Scientific bag (leather case by hard coupe of the materiel and copy of question bank)
Teplit is equipped with the International Institute of Certified Securities (ICWIM)
Daily discussions, tests and practical case
Explanation is provided in Arabic
(5) training days (4) hours per day