Formation certifiante

Description :

The International Certificate in Wealth & Investment Management covers the essentials of financial planning, private client asset management, fund management, advisory functions, and investment analysis from a global perspective. The qualification will ensure that you understand the range of assets and investment products available in the market and find appropriate solutions to meet the investment, retirement, and protection planning needs for your clients.

Program:

Element 1: The Financial Services Industry

Element 2: Industry Regulation

Element 3: Asset Classes

Element 4: Collective Investments

Element 5: Fiduciary Relationships

Element 6: Economics and Investment Analysis

Element 7: Investment Management

Element 8: Lifetime Financial Provision

Target audience: Candidates working in private banking and wealth management roles.

Registration details:

STEP 1: REGISTRATION / PAYMENT

Register on the Ecole de la Bourse website. Payment for the course is made by credit card via the Ecole de la Bourse website.

STEP 2: TRAINING

The CISI training will take place online, in self-study. You are required to study the training program by yourself through the study material (PDF study book and e-Learning version). You will receive an email indicating the date of the exam, along with the training program and study materials, followed by the CISI ID and password. The total duration of this training is 154 hours.

STEP 3: EVALUATION

Once the self-study is completed, you will take the exam online at a center approved by CISI.

Good to know: Consult our FAQ for more details on the terms of the CISI training by clicking on the link www.ecole-bourse.ma/faq.

Information needs: Please contact either Mr. Ahmed BENNANI, Head of the Stock Exchange School, at Tel: (212) 522 45 26 26, Direct: (212) 522 44 41 12, or Mr. Walid ELHACHIMI, Manager of Training, at (212) 522 45 74 93.

Important:

The Casablanca Stock Exchange reserves the right, before the issuance of Certificates, to carry out all the necessary verifications regarding compliance with the candidate's status (Student / general public).

The Casablanca Stock Exchange reserves the right to exclude any candidate who attempts to defraud. It may, therefore, decide to cancel their registration in any form whatsoever (payment for training or interfering with the smooth running of the exam).

Good luck.

The Casablanca Stock Exchange School Team

Télécharger le programme (Anglais)

Télécharger le programme (Espagnole)