Certificate in Wealth and Investment Management – EDUREX – Professional Courses, Certifications

ByEDUREX

Overview
Curriculum
Institution

The course focuses on equipping learners with the knowledge and skills necessary to effectively manage portfolios, evaluate investment opportunities, and provide personalized financial advice to high-net-worth individuals and institutional clients.

What you’ll learn

Develop a deep understanding of wealth management principles and strategies.
Learn how to construct and manage investment portfolios to meet client objectives.
Gain insights into different asset classes, investment vehicles, and their characteristics.
Understand the process of evaluating and selecting investment opportunities.
Acquire knowledge of risk management techniques in wealth and investment management.
Enhance skills in providing personalized financial advice to high-net-worth individuals.
Familiarize with ethical considerations and regulatory frameworks in wealth management.

Requirements

Candidates must;

Be proficient in English Language.
Have access to either a computer or smartphone with internet connectivity.
Be equipped with quality webcam and headphones.

Duration & Fees

Regular – 10 Weeks – ₦200,000
Fast-Track – 8 Weeks – ₦300,000

Program Dates

August – October, 2024
October – December, 2024
February – April, 2025
May – July, 2025

Curriculum

10 Sections
30 Lessons
10

Expand all sectionsCollapse all sections

Module 1: Introduction to Wealth and Investment Management
3
Module 2: Client Relationship Management in Wealth Management
3
Module 3: Investment Vehicles and Asset Classes
3
Module 4: Portfolio Construction and Asset Allocation
3
Module 5: Investment Analysis and Valuation
3
Module 6: Risk Management in Wealth Management
3
Module 7: Tax Planning and Wealth Preservation
3
Module 8: Wealth Management for High-Net-Worth Individuals
3
Module 9: Financial Planning and Retirement Solutions
3
Module 10: Ethics and Compliance in Wealth Management
3