Wealth and Investment Management

The overall objective of the program:

To equip participants with knowledge and behavioral skills that enable them to manage wealth and deal with investment efficiently and effectively.

The program axes:

Theme 1: Basic Principles of investment

• Investment Concept

• The importance of investment

• Investment Objectives

• Characteristics of investment, types, classifications.

• Investment areas and tools

Theme 2: Wealth management, economic conditions and risk management

 

• Wealth management and its relationship to banking

• Wealth management and analysis of economic conditions

• Pestel model in macroeconomic analysis

• Use economic analysis to analyze economic conditions

Status of Operation "Saudi Arabia"

Status of Operation "United States of America"

• Micro-economics PORTER model

Practical Cases (McDonalds)

Process cases (DELL)

· Introduction to risk management in wealth management

• Identify investment risks

• Practical cases of types of investment risk

Theme 3: Bank Banking services for wealth and investment management

• Investment advice for individuals

• Investment advice for enterprises

• General investment Funds

Practical cases

• The first case applied to the Pestel model

The second case applied to the economic analysis of Saudi Arabia

• The third case applied to economic analysis from the United States of America

• Case 4 applied case on model PORTER McDonald's restaurants

• Case 5 applied case on Dell PORTER model

• Case 6 Practical Examples of types of investment risk

The detailed objectives of the program:

• Recognize the concept of investment and understand its nature, objectives and principles.

• Learn about the relationship between wealth management and banking.

• Macroeconomic and micro-economic analysis and understanding of their relationship to wealth management.

• Knowledge of the investment methods in wealth management

Target Program Category :

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Registration fees : 0.00

Early registration fees : 0.00

All fees are inclusive of 15% value added tax.

The Tax number is: 310862967200003