Published by Training Egypt SU

Ain Shams University

Faculty of Commerce
In Collaboration With

International Center for Etudes (ICE)

Wealth Management

 
Introduction:

Wealth management is one of the fastest growing sectors within the financial services industry. Global wealth has been rapidly increasing and is expected to grow at a steady pace in the years to come.

Wealth management is, however, increasingly a knowledge business, and one which requires professionals able to understand the individual needs of their clients and the increasingly complex financial products.

Students will be able to: 

Understand the basics of global economics and the impact on wealth generation as well as the risks to maintaining wealth.

Examine the basics of client credit analysis, loan structures and regulations governing lending.

Explore the basics of portfolio management using traditional asset classes.

Identify appropriate risk and return parameters and how to explain asset allocation, diversifi cation, and portfolio performance to clients.

Understand the purposes of derivatives and alternative investment products for clients.

Who should attend?

Wealth Managers, Customer Advisers, Financial Planners, Investment Advisers, Asset Managers and Relationship Managers etc.

Course outline:

Module 1: Introduction to the Wealth Environment

Module 2: Grow Wealth: Liquidity

Module 3: Grow Wealth: Asset Management

Module 4: Grow /Protect Wealth: Alternative Investments

Module 5: Grow/Protect Wealth: Derivatives

Module 6: Consultative Selling Skills to Investment Client

Venue:

Ramses Hilton Hotel – Cairo

Course Language:

Presentation: English and Arabic languages

Material: English

Duration:

5 days from 9:00 am to 5:00 pm ( 40 Hrs)

20th To 24th of January, 2013

Certificate:

Certificates of Attendance will be issued from ICE, and Ain Shams University