Event Overview

Key benefits of attending this course

• Explore the latest advances in modern portfolio theory and differentiate your portfolio management skills by adopting international best practice
• Develop a checklist of key applied techniques in portfolio management that will remain with you throughout your career
• Become an expert in calculating and interpreting asset values and integrating risk pricing into your financial decisions
• Integrate optimum asset mix planning into your portfolio development strategies
• Maximise the impact of your reports and financial statements to improve client understanding and ensure buy-in to your portfolio management plans
• Appreciate the complexities of investing in emerging markets and develop strategies for managing risk and maximising returns

If you complete this course and two additional financial services courses in the next two years you will receive the International Diploma in Financial Services from the Royal Society Of Fellows and AAFM!

About This Event:

The financial services sector continues to be a driving force behind the success of our regional economies. Increasing liquidity and customer knowledge of the financial services industry has given rise to an increase in demand for skilled, experienced and certified financial services professionals.

In order to meet this need, IIR Middle East in conjunction with the American Academy of Financial Management and the Royal Society of Fellows, is proud to bring you the Certified Portfolio Manager™ course, part of the International Diploma In Financial Services. This series of three courses will provide you with the professional recognition, information, insights and skills required to excel in your profession.

The courses have been carefully structured so that you may attend them individually and achieve the respective professional AAFM designation, or you can attend all three, receive three designations and the International Diploma In Financial Services.

Certified Portfolio Manager: This designation course will focus on how to navigate turbulent and dynamic financial markets, allocate assets amongst complex and diverse investment products and decide in which global and emerging markets to gain exposure.

Certified Wealth Manager: While complex selling and relationship management skills are a key element of the programme, this designation course also presents a framework for portfolio management and financial planning for key clients, along with an overview of investment products in the Middle East region and beyond.

Certificate In Financial Analysis: This designation course focuses on the relationship between financial statements and the performance of a company within equity markets and related valuations. It presents invaluable tools and techniques for both those involved in preparation of corporate statements and for market analysts who analyse such statements, along with specialist issues including mergers and acquisitions, regulatory frameworks, and debt versus equity markets.

International Diploma In Financial Services

In conjunction with AAFM and the Royal Society Of Fellows, IIR Middle East is proud to offer a linked series of wealth management and finance courses leading to the award of the internationally recognised International Diploma In Financial Services.

Each course in the series is a ‘stand alone’ module providing its own benefits and there is no requirement to attend the courses in any particular order. To be eligible for the Diploma, you must complete all three courses and the associated assignments within two years. This allows you the flexibility to attend the courses at your own pace taking into consideration your work commitments. Your qualification may be gained within one year or over a two year period.

In order to successfully complete the Diploma, you will be required to demonstrate a good level of management including the completion of an assignment and/or examination at the end of each course. Guided by your instructor, you will have the opportunity to progress according to your particular needs. The three courses you need to complete to obtain the International Diploma are:

Certified Portfolio Manager™
26 – 30 April 2009 www.iirme.com/cpm

Certified Wealth Manager™
10 – 14 May 2009 www.iirme.com/cwm

Certificate In Financial Analysis™
12 – 16 July 2009 www.iirme.com/cfa

What Will You Learn From This Series Of Courses?

The programme concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within the financial services organisation, thus providing momentum for continuing professional and personal development.

By completing the series you will:

• Enhance your understanding of capital markets globally and regionally
• Assess the value of listed companies and reported performance through financial statement analysis
• Understand the balance of risk/return and time horizon in portfolio management
• Understand client needs, asset allocation and client retention strategies
• Market your finance products and services more effectively
• Identify market opportunities in the GCC region and worldwide

Course Pre-Requisites

While there are no formal pre-requisites for these courses, the terminology used and learning assumes a working knowledge of finance at the graduate level as a minimum. Individuals working within the financial services sector will be familiar with the base terms and theories used in coursework. Those without financial
services experience will be required to do both pre-reading and additional study during the course to ensure a successful passing grade.

Progression And Exemptions

The American Academy of Financial Management and the Royal Society of Fellows have formally agreed Progression and Exemption opportunities for candidates who have successfully completed the International Diploma in Financial Services qualification with a number of leading universities.

James Cook University (Australia)
Entry to MBA programme, 3 unit exemption

Swiss Banking School
Entry to MBA (Wealth Management) some exemptions

Dubai Womens College (UAE)
Various exemption opportunities

RMIT University (Australia)
Entry to MBA in Finance with 60 credits remission

AACSB, ACBSP Universities
Entry to other programmes through the United States, Europe and elsewhere