International Certificate in Wealth and Investment Management

LEORON Professional Development Institute
Program overview
5 days
Diploma / certificate

Start dates
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About this program

5-Day Wealth & Investment Course

Through this comprehensive five-day course participants will develop their knowledge of international private banking and wealth management, including key topics such as financial planning, private client asset management, fund management, advisory functions and investment analysis.

Participants will gain:

  • A detailed introduction to financial planning, industry regulation, investment analysis and lifetime financial provision.
  • A first step in the Chartered Institute for Securities and Investment's (CISI) global wealth management pathway. Participants can go on to take the higher level International Certificate in Advanced Wealth Management.
  • Free CISI Student membership.
  • Access to Associate membership and ACSI designatory letters.

Admission requirements

This course is suitable for those new to financial services and existing professionals looking to move into wealth management.

It is also ideal for those working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop their knowledge of how to deliver wealth management advice.

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Program content

Course content covers:

  • The Financial Services Industry
    • The Purpose and Structure of the Financial Services Industry
    • Macroeconomic Analysis
    • Microeconomic Theory
    • Financial markets Element
  • Industry Regulation
    • Financial Services Regulation
    • Financial crime
    • Corporate Governance Element
  • Asset Classes
    • Cash
    • Bonds
    • Property
    • Equities
    • Derivatives
    • Commodities Element
  • Collective Investments
    • Investment funds
    • Other investment vehicles Element
  • Fiduciary Relationships
    • Fiduciary Duties
    • Advising Clients
    • Determining client needs
    • Taxation Element
  • Investment Analysis
    • Statistics
    • Financial Mathematics
    • Fundamental and Technical Analysis
    • Yields and Ratios
    • Valuation Element
  • Investment Management
    • Portfolio Construction Theories
    • Investment Strategies
    • Performance Measurement Element
  • Lifetime Financial Provision
    • Retirement planning
    • Protection planning
    • Estate planning, trusts and foundations


Those who complete this programme from Leoron will receive an International Certificate in Wealth and Investment Management.

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About this institute

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses.  Our locations...

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Why study at LEORON Professional Development Institute

  • LEORON have worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.
  • We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilise your new knowledge going forward.

Contact info

LEORON Professional Development Institute


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