JSE e-CAMPUS CERTIFICATE COURSE:
FINANCIAL PLANNING & WEALTH MANAGEMENT
The JSE e-Campus is now offering two (2) Levels of Certification for all upcoming Certificate Courses:
1. Certificate of Participation
2. Certificate of Completion
COURSE OVERVIEW
The JSE e-Campus Certificate Course in Financial Planning & Wealth Management is designed to provide participants with a comprehensive understanding of the major elements of financial planning and to see how inextricably linked they all are. It is structured to help them appreciate the major theories and practices underlying investment decision-making and to become familiar with quantitative tools essential to the making of critical financial decisions.
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COURSE CONTENT
Ø Financial Planning and Global Wealth Management
Ø Retirement Planning & Insurance
Ø Taxation
Ø The Asset Management Industry & Alternative Investments
Ø Analyzing Financial Statements
Ø Portfolio Management: The Role of the Manager, SIPP, Asset Allocation (Process, Objectives, Strategies), Know Your Client, Know Your Product
Ø Balancing Risk & Return; Capital Asset Pricing Model
Ø Risks – Types & Measures
Ø Returns – Types & Measures
Ø Techniques of Asset Allocation – Active and Passive, Security Selection
Ø Performance Appraisal – Risk-Adjusted Measures, Periodic Returns, Investment Returns on Foreign Portfolios
COURSE OBJECTIVES
At the end of this Course, participants will appreciate:
· The link and interdependence between the various elements of personal financial planning;
· How to utilize global financial strategies and instruments to realize major financial planning objectives;
· How to develop a statement of investment policy and principles to guide the process of constructing, managing and evaluating a portfolio’s suitable unique needs based on personal and financial circumstances, risk tolerance and stated return expectations;
· How to analyze investment products to determine investment quality and suitability;
· The role of legal and regulatory systems in investor protection and the ensuring of high ethical standards;
· The central role of risk and return in the asset allocation process, the various types of risk and return, how to use them and how to manage risk;
· How to measure portfolio performance, including the use of risk adjustment measures.
THIS COURSE IS IDEAL FOR:
· Analysts
· Compliance Officers
· Financial Advisors
· Portfolio/ Pension Fund Managers
· Regulators
· Risk Managers
· Traders
COURSE FACILITATOR
Mr. Oran Hall, Financial Consultant
DURATION
· August 23, 2012 – September 25, 2012
COST
· $30,000.00 + GCT
LEVELS OF CERTIFICATION
1. Certificate of Participation
2. Certificate of Completion
For further details and Registration please contact Ms. Tamara Cox at (876) 967-3271 or email: tamarac@jamstockex.com
