Certificate In Lifetime Financial Advice (Human Capital, Asset Allocation & Insurance)

by Berkeley Middle East Training

This is an American certification which provides extensive knowledge related to human capital management, asset allocation and insurance.

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img Duration

Flexible Schedule

Course Details

This is an American certification which provides extensive knowledge related to human capital management, asset allocation and insurance. 

Ideal For:

- Bond Portfolio Managers
- Treasurers
- Equity Portfolio Managers
- Assistant Treasurers
- Financial Engineers
- Traders
- Commercial and Investment Bankers

Topics:

- Capital market and institutional constraints
- Asset location and wealth transfers
- Psychological consideration
- Consequences and illiquidity as considerations
- Strategies for managing concentrated positions

Study Options:

- One-to-one study
- In-House
- On-Campus
- Self-study (distance learning)

Why Select Berkeley Middle East Training:

- Comprehensive practice sessions to prepare for exams
- Expert trainers
- Individual home assignments
- Full compliance with the guidelines and standards for the preparation of the exam 
- Flexible schedule 

Berkeley Middle East Training is an accredited and internationally recognized consulting firm for training and business in UAE, UK, USA and Canada. It specializes in delivering professional quality education to equip you in meeting 21st Century challenges. 
 
Berkeley Middle East Training is the first choice for individuals seeking professional development and businesses aiming for talent management, performance and capability enhancement and succession planning solutions. 
 
Why Choose Berkeley Middle East Training:
 
- Innovative learning techniques are utilized
- Qualified Instructors
- Both In-class and online support available
- Comprehensive learning and practice sessions
  • Dubai World Trade Centre Branch

    2201, 22nd floor, Sheikh Rashid Tower, DWTC, Dubai World Trade Centre, Dubai

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    55 years ago

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  • (Institute Review)

    55 years ago

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