• Home
• About
  • Interfima
  • Relationships
• Courses
  • In Demand
  • Banking
  • Compliance and AML
  • Risk Management
  • Capital Markets and Wealth Management
  • Insurance
  • Managerial (Corporate) Finance
  • Project and Real Estate Finance
• EQF
• Library
  • Articles
  • Publications
  • News
  • Events
• Contacts
  • Locations

Capital Markets and Wealth Management

The Wealth and Asset Management or the Capital Markets courses consist of modules of varying complexity. The modules of these programs are focused on specific role-based competencies required to effectively carry out duties within any institution.

CAPITAL MARKETS - This course is designed to teach practical market theory elements, corporate reporting and financial statement analysis. It covers seven major subject areas and utilizes a variety of training techniques. Emphasis is on the practical and pragmatic rather than theoretical.
 

COMMODITIES - Commodities markets are one of the most diverse markets in the capital markets arena and feature in investment portfolios in an increasing manner. This workshop takes an in depth look at the world of trade, OTC, investment & hedging from the commodities angle.
 

PORTFOLIO MANAGEMENT - This program is aiming to construct and manage effective investment portfolios that are aligned to investor objectives and constrains and which optimize risk/return trade-offs to deliver enhanced performance.
 

WEALTH MANAGEMENT - The CWMS designation (see more) differs from other generalist qualifications in that it s purpose- built for the retail premier banking, insurance and private banking sectors. The program reviews advanced financial planning and relationship selling concepts, product structures and more unique WM product offerings. It also examines target account and strategic selling techniques, along with handling client reviews and development.
 

FIXED INCOME - The program introduces staff to the complexities of the fastest emerging investments area. The program covers critical areas like the product needs of High-Net Worth Individuals, Money Markets, Bonds & Fixed Income Securities, Asset-backed Investments and Structured Products.
 

OPERATIONS* - This course covers the framework of a modern operations cycle within any financial institution in current markets. It delivers topics from A to Z of back and middle office processes and puts a focus on confirmations and settlements, controls and reconciliations

* applies also to commercial banking operations, not only investments