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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 is an art based on the quality of financial advice provided by qualified advisors who can develop and implement the most appropriate strategy for each client based on their needs, future expectations, and risk tolerance. This training program is designed to develop participants' skills in financial planning and setting investment objectives for managing clients' assets, in addition to financial consulting skills to analyze investments and investment products available in the market and provide the most appropriate solutions and products to meet clients' needs, their future expectations, and attain their financial goals.
Capital Market
إدارة المحافظ/ الصناديق
الاستشارات المالية +3
إدارة المحافظ/ الصناديق
الاستشارات المالية
علاقات المستثمرين
العناية بالعملاء
إدارة المحافظ
Portfolio/ Fund
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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