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Develop your skills in financial planning and advisory. This program is designed to equip you with the ability to define investment objectives and manage client assets effectively. You will learn how to analyze available investment options and market products to deliver the most suitable solutions that meet clients’ needs, align with their future expectations, and help achieve their financial goals
This training program is designed to develop participants’ skills in financial planning and investment advisory. It equips them with the knowledge needed to define clients’ financial and investment goals and build comprehensive financial plans tailored to their needs. The program focuses on practical skills in asset management, analyzing various investment products, and understanding market trends and dynamics. Participants will learn how to offer effective financial solutions based on thorough analysis of risks and returns, while also considering potential future changes in clients’ financial situations. The program includes hands-on exercises and real-world case studies aimed at enhancing the ability to communicate with clients, understand their needs more accurately, and provide well-informed recommendations that support both their short- and long-term financial objectives.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam
Portfolio/Fund Analysts
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.
In Class Training-Online Training
Investment advisory practice skills
Customer relationship management
Customer needs analysis
Identifying job opportunities
Knowledge of financial products and services
Customer asset management and development
In Class Training-Online Training
Wealth Accumulation and Management Strategies
Investment planning for assets
Setting financial goals
Clients' strategic and investment objectives
Financial Flow Planning
Expectations of income from investment assets
In Class Training-Online Training
Investment performance indicators
Investment Portfolio
Types of assets in the investment portfolio
Risks and returns for each type of asset
Portfolio Risks and Returns
In Class Training-Online Training
future performance
Knowing the investment trends
Develop existing solutions
Provide innovative solutions
In Class Training-Online Training
Investment Advisory for Individuals
Investment Advisory for Institutions
General Investment Advisory
Building and managing trust
Professional Ethics
Cooperation with customers
Business Marketing
Legal risks
Gain the knowledge and skills necessary to provide financial advice; and finding appropriate solutions to meet customer requirements.
Learn about topics related to asset classes and investment products available in the market for investment analysis and management.
Develop appropriate plans for investment and asset protection.
Develop solutions and products that enable customers to achieve their goals
