Course Includes:
- Price: FREE
- Enrolled: 68 students
- Language: English
- Certificate: Yes
- Difficulty: Advanced
Coupon verified 07:32 PM (updated every 10 min)
Course Folder
What You'll Learn
- Understand the principles of good corporate governance and its potential impact on the integrity and efficiency of a business
- Understand the application of the main taxes as they may apply to businesses and individuals
- Understand the main types
- purposes
- common investment characteristics
- risks
- and behaviors of funds
- Assess the main propositions and limitations of the Efficient Markets Hypothesis (EMH)
- Understand the use of regulatory
- economic
- and financial communications
- Understand the main regulatory categorizations of investment clients
- products
- and services
- and how these impact the responsibilities and processes
- Be able to analyze and select strategies suitable for the client’s aims and objectives
- Understand the purposes and limitations of portfolio evaluation
Requirements
- No prerequisites needed. the WM practice is however suitable for professionals in wealth management or private banking
Description
This training will help you to best prepare the 2-hour, 80 multiple-choice question exams of the Wealth Management Practice unit* from the CISI Level 4 Certificate in International Advanced Wealth Management. (This training is based on the learning manual which cover examinations from 21 August 2022 to 20 August 2025)
Bonus : Upon enrolling in this course, you will gain access to a comprehensive PDF document containing the answers to all end-of-chapter questions of the learning manual.
The Certificate in International Advanced Wealth Management is achieved by passing the 2 units. Wealth Management Practice is one of these 2 units.
The Multi Choice Questions will cover the following chapters from the Wealth Management workbook:
Element 1 Securities Analysis
1.1 Corporate Governance
1.2 Financial Statement Analysis
1.3 Corporate Actions
Element 2 Taxation, Trusts and Foundations
2.1 Taxation
2.2 Residence and Domicile
2.3 Trusts and Foundations
2.4 Tax Compliance
2.5 Tax planning
Element 3 Investment Products
3.1 Characteristics of Collective Investment Funds and Companies
3.2 Analysis of Collective Investments
3.3 Exchange-Traded Funds and Exchange-Traded Commodities
3.4 Closed Ended Funds and Investment Companies
3.5 Life Assurance Based Investments
3.6 Pension Arrangements
Element 4 Principles of Investment Risk and Return
4.1 Models of Investment Theory
4.2 Time Value of Money
4.3 Investment Risk and Return
Element 5 Portfolio Construction
5.1 Market Information and Research
5.2 Portfolio Construction
Element 6 Investment Advice
6.1 Advising Clients
6.2 Client Fact Finding
6.3 Risk Profiling
Element 7 Investment Selection and Recommendation
7.1 Investment Allocation
7.2 Investment Selection
7.3 Investment Planning and Recommendations
Element 8 Portfolio Evaluation, Maintenance and Review
8.1 Selection and use of Benchmarks
8.2 Portfolio Evaluation
8.3 Portfolio Review & Maintenance
*CISI does not endorse, promote, review or warrant the accuracy or quality of the products or services offered by Stephen Dubois
Who this course is for:
- Students taking the wealth management practice exam from the CISI Level 4 Certificate in International Advanced Wealth Management
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