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Certification Issued By: Arab Institute For Accountants & Legal

This document provides information about the Wealth Management Expert Certification (WMEC) program offered by the Arab Institute for Accountants & Legal. The program covers key concepts for developing successful wealth management strategies like diversification, risk tolerance, and estate planning. It concludes with a case study integrating common wealth management issues. The certification is issued by the Associated Council for Accredited Certification. The program is suitable for individuals working in financial services, investment management, and collective investment schemes. Candidates must have at least one year of relevant experience or a bachelor's degree to be eligible. The course covers topics like financial markets, retirement funds, financial planning, and collective investment schemes administration.

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Janina Serrano
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33 views

Certification Issued By: Arab Institute For Accountants & Legal

This document provides information about the Wealth Management Expert Certification (WMEC) program offered by the Arab Institute for Accountants & Legal. The program covers key concepts for developing successful wealth management strategies like diversification, risk tolerance, and estate planning. It concludes with a case study integrating common wealth management issues. The certification is issued by the Associated Council for Accredited Certification. The program is suitable for individuals working in financial services, investment management, and collective investment schemes. Candidates must have at least one year of relevant experience or a bachelor's degree to be eligible. The course covers topics like financial markets, retirement funds, financial planning, and collective investment schemes administration.

Uploaded by

Janina Serrano
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Arab Institute for Accountants & Legal

WMEC

MANAGEMENT/ADMINISTRATION

Wealth Management Expert Certification (WMEC)

This training program covers diversification, duration, risk


tolerance, market timing, estate planning and dollar cost
averaging - investment vehicles and concepts that lie at
the heart of developing an investor profile and
implementing successful wealth management strategies.
It concludes with a case study integrating several issues
common to wealth management that shows the
banker/investment advisor how to apply these techniques
to real-world situations.

Certification Issued By
Associated Council for Accredited Certification (ACAC USA) One of professional organization
focused on furthering excellence in
training and development. It provides
defined criteria, standards and
procedures for evaluation and
optimization
of
training
and
development activities.

o
o

Retirement Funds Investigate the need to provide


financially for own retirement
Investigate possible funding options for investors
exiting a group retirement fund
Analyse different group retirement products
Analyse the Pension Funds Act as it applies to the
administration of retirement funds

Financial Planning Explain the structure of the


Financial Services industry in SA
o Investigate the range of options available for
Wealth Management FAIS
o Explain basic investment principles

Financial Services Environment Explain basic


economics
o Analyse current events reported in the media that
could impact on wealth management
o Ethical Conduct

Personal
Finance
Interpret
Basic
Financial
Statements
o Investigate ways of managing financial risks in
our own lives
o Managing risks in our own lives
o Describe the basic principles of personal Income
tax
o Our programme assumes delegates have matric
maths

Who Should Attend?


This program is suitable for individuals working in the
financial services, investment management and Collective
Investment Schemes (CIS) sub-sectors, specifically in the
role of client services, administration, distribution,
marketing, call centres and any other support functions.

Eligibility
You are qualified to take this certification if you have any
of the below requirements:

Must have at least one year experience in related


field
Bachelors or Masters Degree

Course Parts

Financial Markets Explain Money Markets and money


market instruments
o Explain Capital Markets and Capital market
instruments
o Explain Equity Markets and equity market
instruments
o Explain the basic principles of asset management
that apply to financial markets and insurance
Collective Investment Schemes (CIS) Describe
collective investment schemes
o Outline the structure of the collective investment
industry
o Indicate how collective investment scheme
portfolios are reported
CIS Administration Explain common transactions in a
collective investment scheme portfolio
o Administer basic client related transactions in a
CIS or LISP
o Money Laundering (FICA)

How To Register?

Register Online or
Fill-up the registration form and visit the Institute, with
the following requirements then pay the necessary
fees.
o passport copy
o 1 copy of passport size photo
o eligible certificate copy

Contact Us
Tel:
Fax:
Mob:
Email:
Web:

+971 4 22 7777 4
+971 4 22 7832 8
+971 55 895 1999
[email protected]
www.aialme.com

Address:
Arab Institute for Accountants & Legal
Office 1004, 1st floor
Al Rigga Business Center
Ibis Hotel Building
Al Rigga Road, Deira
Dubai United Arab Emirates
For More Inquiries:

[email protected]
[email protected]

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