Wealth Management

Wealth Management Certificate Course

Wealth Management is all about understanding, advising, and making sound financial decisions to manage the wealth / portfolio that can include financial investments such as, in commodities, currencies, real estate, legal taxes, stocks, mutual funds, and insurance.

OBJECTIVES:

    • Make Financial Investments a source of continuous income
    • Learning the significant tools and factors in trading
    • Risk Management
    • Investment Discipline
    • Improve decision making
    • Know how the currencies, stocks, commodities, reals estate, etc. work
    •  Knowledge regarding the impact of global economic/political events


Course Contents:

Introduction

Concept of Investment, Wealth and Net Worth
Classification according to Income groups and their investment needs

Time Value of money
Interest Rate Term Structure
Annuity
Risk/ Standard Deviation
Maturity Risk
Liquidity risk
Credit Risk
Yield
Mean/ Average Returns

Cash-flow analysis
Uneven Cash flows
Even Cash flows

Capital Budgeting
Net Present Value
Internal Rate of Return
Risk and Return Analysis

Investment, Products and its pros and cons
Equities Markets
Key terminologies
ROE
P/E Ratio
Dividend payout ratio
Indices
Leverage
Turnover

Bonds
Types of bonds and their characteristics

Gold
Factors affecting Gold prices
Gold/Dollar Relation
Gold/Oil Relation

Commodities
Foreign Exchange/ Currencies

Real Estate
Valuation
Financing of real estate (Equity/debt)
Mortgage valuation and pricing

Mutual Funds
Structure of a mutual fund
Basic NAV and Fund NAV
Types of Funds and associated risks

Insurance
Principles of Insurance
Insurance Products and risks from insurer’s perspective

Portfolio Management
Asset Allocation (Creating a basket of different investment options)
Asset/liability management – strategies
Risk-Return measurement
Indifference curve
Budget Constraints
Portfolio optimization

Wealth Management
Comparing outcomes of investment
Expected utility and return framework (mean-variance)
Importance of wealth management
What wealth managers should know

  • Clients Profiles and financial plan
  • Assets
  • Liabilities
  • Revenues
  • Consumption
  • Profit
  • Taxation
  • Financial Analysis
  • Wealth Management Strategies

Relationship Management

  • Interpersonal relationship – Client as a primary source of Information
  • Client Selection process
  • Managing Clients’ Expectations

Who should attend this course?

    • Relationship Manager
    • Client Associates
    • Private Banking Executives
    • Private wealth managers
    • Fund managers / Equity / Commodity Traders
    • Department Heads
    • Investment Managers
    • Branch Officers / Managers
    • Corporate Bankers / Priority Bankers
    • Students seeking better job opportunities

37 Comments to “Wealth Management”

  1. Asif Jilani says:

    please arrange to provide me the courses package details. Thanks

    • Ismar says:

      Mr. Asif, we are currently offering the course on Wealth Management, starting from May 12, 2012. The fee for this certificate course is Rs. 8500/=

      For students, there is 25% discount.

  2. Adnan says:

    Also please inform the timings and duration of the course

  3. Syed Adnan Ahmed says:

    I want to be part of this course.

  4. Diljeet Kumar says:

    wat wud b the timings? speaker etc (kindly provide me the link of complete details)

  5. Samina Tahir says:

    How can one apply?

    • Ismar says:

      Kindly click on ‘Register Here’ tab on the main page of our website, fill that registration form and email it to info@ismarfinancial.com and send CC to umerjaved@ismarfinancial.com

      As for the payment you can send cheque in title to Institute of Securities, Management & Research, or can simply visit the office for the payment in cash.

  6. pfaraz says:

    location and last date

    • Ismar says:

      Last date to register is May 11th, 2012. The location is ISMAR Financial head office, EOBI House, Shahra-e-Faisal, Karachi.

  7. Nabil says:

    I just had a discussion at Ismar, they are offering some discount to a batch of 3! I am looking towards joining this course. If any one here feels like joining, join with me in batch!

  8. Asad says:

    We are a batch of 3 students seeking to do this course.

    In case of students there is 25% discount, so if we join in a batch of 3, would we granted another discount??

    Reply as soon as possible.

    Regards,
    ASAD

    • Ismar says:

      Dear Asad, no additional discount would be given. Each one of you would get straight 25% off since you all are students.

  9. fahim says:

    i m a banker last six years,i want to do this course but i cant attend the classes

    • Ismar says:

      Dear Mr. Fahim, you can do this certification course without attending the classes too. We can send you the soft copy of the whole course material, and once the course is completed, you would be issued the certificate once you take an online test of 30 MCQs of around 30 mins. You must have 70% score to be eligible for certificate, and yeah you can take test as many times you want.

  10. Suleman Ghazi says:

    Please email me the details to and how to register for it??

    • Ismar says:

      Dear Suleman, kindly check your email as I have sent you the complete details.

  11. Salman Javed says:

    hi want to know the details for the course i.e fee, duration and adress

  12. muhammad jaweed says:

    I am interested in CFA programme but due to high cost i could not registered my self. Pl advise this course is fruitful for me & also your institue allowe me the discount (as per announcement of 25% for student). Kindly Email the timing & venue of this course.

    • Ismar says:

      Yes, this Wealth Management course is definitely helpful for your field of study, as this course carries a great importance and value not only in Pakistan but abroad also. Also, this course has never been offered here in Pakistan.

      As for the fee, yes you would get 25% discount if you are a student. The venue is our head office, B-16 Awami Markaz, Shahra-e-Faisal, Karachi. Timing would be 10 am to 1pm, Saturdays.

      Kindly check your email for more details about the course.

  13. muhammad jaweed says:

    I am not yet received the mail about the detail of couse so please email the same & also conform whether discount is allowed for me, as i inform you that at present i am not a student but a potential student.

  14. muhammad jaweed says:

    my another email address is maj_valli@hotmail.com

  15. Syed Abbas says:

    Hey!

    Can you please inbox me the details of this course. The details should contain following:

    – Course Outline;
    – Schedule and Timings;
    – Discount offered to Corporate and/or Professionals;
    – Is Certificate is based on Test Clearance or not.

    Thank you and oblige,

    Syed Abbas

  16. Ahtesham says:

    I am In Islamabad. Is there any plan to conduct this course here as I cannot travel

    Thanks

    • Ismar says:

      Dear Mr. Ahtesham,

      Yes, you can attend the course even if you are in Islamabad. Once you register and send payment, you will be emailed the soft copy of the material. Once you get a firm grip on the course, you would have to take an online exam of about 30 minutes having 30 MCQs. You would be issued the certificate if you clear that test by at least 70% marks.

  17. umair says:

    Can also share the details with me as well

    – Course Outline;
    – Schedule and Timings;
    – Discount offered to Corporate and/or Professionals;
    – Is Certificate is based on Test Clearance or not.

    Also classes attending required?? And what is the exam date and location??

    Regards
    Umair

  18. Areej says:

    Hi,

    I am a student from Lahore and attending classes in Karachi won’t be feasible. Besides I have my CFA exam in June, so taking the test of 30 minutes, 30 MCQs won’t be possible before June’s 1st week. But I am very much interested in the course. I would like to get the material in soft copy and take the test (after June’s 1st week.)

    Kindly tell me what can be done about it. Or if you plan to offer similar course in June 2012, let me know please.

    Best Regards.

    • Ismar says:

      Yes, you can take the test after your CFA exam, but you must clear it by at least 70% marks. You can take it as many times you want, without any additional charges.

  19. Imran Hameed says:

    Dear Ismar I live in Faisalabad. Are you going to launch this program in Faisalabad as I cant come to Karachi for attending the seminar but the seminar intents to increase my professional expertises very much.
    waiting for ur email on my yahoo ID
    mimran_hamid@yahoo.com
    thnx

    • Ismar says:

      Yes, you can attend the course even if you are in Faisalabad. Once you register and send payment, you will be emailed the soft copy of the material. Once you get a firm grip on the course, you would have to take an online exam of about 30 minutes having 30 MCQs. You would be issued the certificate if you clear that test by at least 70% marks.

  20. sana says:

    hi, can i attend this course sitting at home? Is it possible please also send the details.

    • Ismar says:

      Dear Ms. Layba Khan,

      As for the attending of classes, the participants living in cities other than Karachi are sent the soft copy once they register. They go through the whole course and take the exam then, and after that they are issued the certificate. So, yes, you can attend the course sitting at home.

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