The course will provide learners with enough knowledge to be familiar with an investor’s risk analysis, the various investment instruments available and the selection of an appropriate investment solution for the client.
DurationLearners will gain sufficient knowledge and understanding of investments to advise on suitable investment solutions for clients.
The course will provide learners with enough knowledge to be familiar with an investor’s risk analysis, the various investment instruments available and the selection of an appropriate investment solution for the client.
Learning Objectives:
At the end of this course, the learner will have core knowledge of the following:
The Institute of Bankers in SA is the sole professional body for Bankers and Financial Services Professionals in the Financial sector recognised by the South African Qualifications Authority (SAQA).
A Professional Body is an organisation with individual members practicing a profession or occupation in which the organisation maintains an oversight of the knowledge, skills, conduct and practice of that profession or occupation.
A professional association seeks to further a particular profession, the interests of individuals engaged in that profession and the public interest.
Remain abreast of the latest trends with a holistic view of asset management. This course provides an overview of the discipline of asset management and a framework for understanding the various subjects covered in the GFMAM’s Asset Management Landscape.
Wealth Management course is offered by The CharterQuest Institute. Leaders In Professional Accounting, Treasury & Finance Education. The CharterQuest Institute is based in Johannesburg, South Africa
Assets Management training is offered by Excellent Minds Institute. We leverage our team of professionals with extensive experience in the public sector consulting and training.
Asset Management course is offered by Direct Management Solutions. Our aim is to provide an extremely high level of customer service to compliment the high standard of the courses we deliver and the value for money that we guarantee.
Investments course is offered by Excellentia Training Solutions. Our vision is to provide unmatched world-class training and skills development solutions in insurance, risk management and finance to our valued customers in Africa and beyond.
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