EIBFS INTERNATIONAL CERTIFICATE IN WEALTH MANAGEMENT (EICWM)

Related Roles :

Wealth Relationship Managers, Assistant Relationship Managers, Portfolio Managers, Private Banking, Priority Banking and other related roles.

Upon completion of the learning pathway, the learners should be able to:

  1. Demonstrate working knowledge of the wealth management domain.
  2. Understand holistically the nature of the client’s requirements.
  3. Develop working knowledge of various asset classes like equity, fixed income, real estate, structured products etc.
  4. Understand how portfolio managers create and manage a portfolio based on the risk appetite of the client and the market conditions.
  5. Understand the processes and tools of managing risks of the client portfolio.

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