International Certificate in Wealth and Investment Management (CISI)

- Register and complete the payment through the official training website.

- Upon successful registration, an invitation email—including the access link, workshop resources, and Pre- & Post-Assessment links—will be sent one day before the workshop.

The workshop aims to help participants learn about asset types and investment products available in the market, as well as acquiring the necessary knowledge to provide financial advice and find appropriate solutions to meet client needs in terms of developing suitable investment plans and asset protection.

Employees of capital market institutions, including regulatory authorities, stock exchanges, depository centers, and other entities associated with financial markets, such as financial intermediaries, financial institutions, and banks.

Certificate of participation issued by UASA & CMA.

Financial Services Sector

Purpose and structure of the financial services sector

Macroeconomics analysis

Microeconomics theory

Financial markets

Regulations Governing the Financial Sector

Regulations for financial services

Clearing reports

Financial crime

Corporate governance

Ethical standards

Categories of Financial Assets

Cash deposits and money markets

Debt securities

Property or real estate

Equities

Derivatives

Commodities

Collective Investments

Collective investment funds

Other investment instruments

Fiduciary Relationships

Fiduciary duties

Providing advice to clients

Identifying client needs

Investment goals and strategy

Taxes

Investment Analysis

Statistics

Financial mathematics

Fundamental and technical analysis

Returns and ratios

Valuation

Investment Management

Risks and returns

Theories of portfolio construction

Investment strategies

Role of asset classes and funds in a portfolio

Performance measurement

Lifetime Financial Planning

Retirement planning

Protection planning

Estate planning and pension funds