Chartered
Wealth Manager ™
www.iirme.com/cwm
Organised By Official Regional Recruitment Partner
Chartered Wealth Manager™ 14 – 18 December 2008
Course Outline
Day One – Sunday, 14 December 2008 Day Three – Tuesday, 16 December 2008 Final Examination And Assessment.
The examination will be a one and half hour
Introduction To Wealth Management Core Asset Classes, Asset Allocation and paper, divided into both multiple choice and
• Defining premier retail banking, wealth Financial Planning Principals short-answer questions. A pass mark of 70% is
management and private banking – why • Financial planning concepts and required for certification.
they are different? Why customers are principals
different and where they sit? (Reference: • Asset classes, model portfolios and yields
http://en.wikipedia.org/wiki/Wealth_ • Asset allocation and portfolio management Who Should Attend?
management)
This course has been extensively revised
• The relationship component – why it’s so Wealth Management – Core Investment
from previous years and is suitable for all
important in HNWI banking today Products
those with a finance background who
• The global picture on WM growth and • Protection versus wealth accumulation
wish to move into wealth management or
differentiation • Core investment products existing wealth management practitioners
• Mutual funds, unit trusts who want to cement their knowledge and
Corporate Finance And The Operation Of • Bonds and Sukuk instruments achieve a professionally recognised
Capital Markets • Term life, Takaful, annuity and other life certification.
• Corporate finance principals products
• Capital markets operations • Structured savings plans including funds,
• Debt versus equity equities and bonds
• Islamic finance Course Pre-Requisites
Day Four – Wednesday, 17 December 2008 While there are no formal prerequisites for
Day Two – Monday, 15 December 2008 this course, the terminology used and learning
Advanced Wealth Management Products assumes a working knowledge of finance at
Interpersonal Styles And The Psychology Of • Detailed product structures including: graduate level as a minimum. Individuals
Hnwi Clients • Private equity, IPOs, M&A working within the financial services sector will
• The psychology of clients • Alternative investments be familiar with the base terms and theories
used in coursework. Those without financial
• Primary interpersonal styles and personality • Derivatives
services experience will be required to do both
types • Hedge funds
pre-reading and additional study during the
• Decision making, communication and • Commodities course to ensure a successful passing grade.
social drivers • ForEx
• Task versus people-directed behaviour, • Islamic Progression And Exemptions
reserved and outgoing styles • Trusts and family office The American Academy of Financial
• Anticipating client behavior based on Management and the Royal Society Of Fellows
personality types have formally agreed Progression and
Day Five – Thursday, 18 December 2008 Exemption opportunities for candidates who
Advanced Consultative/Relationship Selling have successfully completed the International
Techniques Modern Portfolio Theory Diploma in Financial Services qualification with
a number of leading universities.
• Advanced sales and marketing concepts • Advanced portfolio theory
• Tactical versus strategic selling skills • Risk and diversification
James Cook University (Australia)
• Engagement styles within the HNWI • Managing risk Entry to MBA programme, 3 unit exemption
practice
- Simple investors Sophisticated Portfolio Management Swiss Banking School
- Sophisticated investors • Structured products Entry to MBA (Wealth Management) some
- Existing portfolio clients (Re-balancing • Managing and constructing large-scale exemptions
approach) portfolios
• Needs-based selling versus product or risk • Managing inherited wealth Dubai Womens College (UAE)
based Various exemption opportunities
• Core behavioural segmentation models for Breakout Session Preparation (1 hour):
RMIT University (Australia)
your market Each group will present their solution/needs-
Entry to MBA in Finance with 60 credits
• Strategic relationship management based selling plan (with core benefits
remission
• Targeting the top customers proposition) for the two segments they have
• Deepening relationships over time chosen to specialise in. AACSB, ACBSP Universities
• Strategic selling skills Entry to other programmes through the United
• Customer targeting and gap analysis States, Europe and elsewhere
www.iirme.com/cwm
Event
Dates Price before Price between Price after
5 October 2008 5 and 26 October 2008 26 October 2008
Run this event in-house and receive generous discounts. Course fees include documentation, luncheon and refreshments. Delegates
Call today on 971-4-3352439 who attend all sessions will receive a Certificate of Attendance.
Personal Details:
Title First Name Surname Job Title Department Email
1st Delegate
2nd Delegate
3rd Delegate
4th Delegate
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Payments Cancellation
A confirmation letter and invoice will be sent upon receipt of your registration. Please note If you are unable to attend, a substitute
that full payment must be received prior to the event. Only those delegates whose fees have delegate will be welcome in your place. If this Event Venue
been paid in full will be admitted to the event. You can pay by company cheques or bankers is not suitable, a US$ 200 service charge will Jumeirah Beach Hotel, Dubai, UAE
draft in Dirhams or US$. Please note that all US$ cheques and drafts should be drawn on a be payable. Registrations cancelled less than Tel: 971-4-348 0000
seven days before the event must be paid in
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clearing charges. All payments should be made in favour of IIR Holdings Ltd.
full. Accommodation Details
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Jo PG F150 FINANCE © Copyright I.I.R. HOLDINGS B.V.