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(4.0/ 5) 13 Reviews
Start your journey in wealth management and gain the skills and knowledge needed to deliver professional financial advice.
(4.0/ 5)
13 Learner Rating
Wealth management and financial advice are among the most specialized and valued disciplines in the financial sector, built on the ability to understand each client's needs and translate them into a comprehensive investment plan that achieves their long-term financial goals. This program offers students and graduates a foundational knowledge and practical base that enables them to understand the wealth management ecosystem and build their investment advisory skills. This program establishes a clear understanding of the concept of wealth management and what distinguishes it from traditional financial advisory, developing investment advisory practice skills from client needs and expectations analysis all the way to relationship management and trust-building. It then covers the financial products and services available in the market and how to develop an investment plan for assets that accounts for the client's strategic objectives, financial flows, and expected income from investments. The program also emphasizes both analytical and ethical dimensions. Participants learn how to measure investment performance, analyze the risks and returns of different asset classes, and design balanced investment portfolios that align with a client’s risk tolerance. The program concludes with a module on the Professional Wealth Advisor, covering trust building, professional ethics, conflicts of interest, and the legal risks that every financial advisor should understand.
Capital Market
إدارة المحافظ/ الصناديق
الاستشارات المالية +3
إدارة المحافظ/ الصناديق
الاستشارات المالية
علاقات المستثمرين
العناية بالعملاء
إدارة المحافظ
Portfolio/ Fund
Investment Advisory & M&A
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Dialogue Teams
Exercises and assignments
Pre Assessment
Post Assessment
Students and Graduates
Students and Graduates
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
Online Training
The concept of wealth management and how it differs from traditional financial advisory
Investment advisory practice skills: what makes an advisor truly professional?
How to analyze client needs and understand their future expectations
Client relationship management: building trust and ensuring continuity
Identifying opportunities: where to find your potential client in the wealth management market
Online Training
Financial products and services available in the Saudi capital market
Wealth accumulation and long-term management strategies
Investment planning for assets: how to build a plan for your client
Clients' strategic and investment objectives: building the complete picture
Financial flow planning and income expectations from investment assets
Online Training
Investment performance indicators: how to measure the success of a client's portfolio
Types of assets in an investment portfolio
Risks and returns for each asset type and how to balance between them
Principles of portfolio design based on the client's risk tolerance
Online Training
Building and managing trust with clients over the long term
Professional ethics in financial advisory
Conflict of interest and how a professional advisor handles it
Legal risks in financial advisory work and how to avoid them
Define the concept of wealth management and investment advisory and what distinguishes them from traditional financial advice, and identify the core skills of a professional financial advisor and how to analyze client needs.
Apply client relationship management skills and trust-building strategies, and distinguish between available financial products and services in the market to select the most suitable for meeting client needs.
Apply the principles of investment asset planning, set strategic and investment objectives for clients, and plan financial flows and income expectations from investment assets.
Analyze returns and risks of different investment asset types, design a balanced investment portfolio according to the client's risk tolerance, and apply investment performance measurement indicators.
Apply professional ethics standards and trust-building practices in the financial advisory environment, and identify conflict of interest situations and legal risks that financial advisors must avoid.
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