This is an American certification aimed at developing and enhancing your understanding and knowledge of Individual Investor Portfolios management. You will learn about investor characteristics, asset allocation overview and investment policy
This is an American certification aimed at developing and enhancing your understanding and knowledge of Individual Investor Portfolios management. You will learn about investor characteristics, asset allocation overview and investment policy statement.
Ideal For:
- Bond Portfolio Managers
- Treasurers
- Equity Portfolio Managers
- Assistant Treasurers
- Financial Engineers
- Traders
- Commercial and Investment Bankers
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
It will teach you about recognizing the process of consolidating financial statements, identifying business combinations and their related transactions, applying acquisition method for business combinations and much more.
Candidates will have a sufficient knowledge and understanding to work as an informed member of a portfolio office or in a range of portfolio management roles.
This is a comprehensive course for preparing participants for Claritas Investment Certification examination.
The International Certificate in Wealth & Investment Management course covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.
Sovereign wealth funds (SWFs) are playing an increasingly important role in the management of government windfalls and income surpluses from a variety of sources.
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