معهد الدراسات المصرفية

المملكة الأردنية الهاشمية

Wealth and Investment Management


المحاضر تاريخ البداية تاريخ النهاية توقيت البداية توقيت النهاية مكان الانعقاد عدد الساعات سجّل الآن
عمر نشأت حتاملة
2020-08-16 2020-08-20 16:30 19:30 عمان 12
سجّل الآن

(Objectives / الأهداف)

:

By the end of this training course, participants will be able to :

-     Do a comprehensive investment planning and taking decisions among various investment markets.

-     Select and plan for insurance programs among various types of insurances.

-     Understand and plan for retirements programs.

-     Choose and use asset protection tools .

-     Plan and build a business succession structure .


(Contents / المحتويات)

:

-     Investment planning and decisions :

-   Key principles of effective financial planning and analysis.

-   Personal wealth management.

-   The function of the financial services industry.

-   Macroeconomics analysis.

-   Microeconomic theory and financial markets.

-   Industry Regulation financial services regulation .

-   Financial crime and corporate governance.

-     Asset protection :

-   Asset classes.

-   Asset protection tools .

-    Derivatives and commodities.

-   Fiduciary relationships fiduciary duties.

-   Advising clients and determining client need.

-   Fundamental and technical analysis, yields and ratios and valuations.

-     Consumer protection and pensions:

-   Insurance philosophy.

-   The potential of the sector .

-   Commercial banking the insurance sector.

-   How the environment affects companies.

-   Industry’s response to the environmental challenge.

-     Building a business succession structure:

-   Investment management .

-   Investment services.

-   investment funds, hedge funds, private equity, commodity funds risk and return.

-     Case studies in strategies for wealth management.



(Participants / المشاركون)

:

-     New entrants and professionals already working in the industry who may be interested in specializing in wealth management.

-     Staff working in wealth management roles who need to demonstrate competence .

-     Participant wishes to develop an understanding of how to deliver wealth management advice.

-     Fund managers who wants to be able to provide high-quality advisory services.