Certificate of completion issued to
Bayan Almaeeni
For completing
Wealth Management Foundations Pathway
Completion date
23 Sep 2024
Delivered by
Accredited for
Certificate ID
db24e89123085ed343114f2d38ba3d29
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About Wealth Management Foundations Pathway
12 Video modules
2 hours of learning
4.7 rating
Foundational level
The Wealth Management industry is a very important and well-regulated part of the financial services industry. In this pathway, Faisal covers the foundations of wealth management. He first provides an overview of the industry, the clients and the key players. He covers in detail each of the services they offer including discretionary portfolio management and investment advice. Faisal also explains some of the products that they offer such as investment wrappers, pensions and trusts.
In this pathway
Understand the foundations of wealth management
Learn about the services offered by wealth managers
Explore risk management strategies and Deal Contingent Hedging
Pathway experts
Faisal Sheikh
25 years: Wealth and risk management specialist
Faisal is a wealth management professional has spent almost 30 years working in the field of risk management, risk control, internal auditing in the financial services and public sector. Most recently, Faisal was the Head of Risk for the Wealth Management business of UBS in the UK. He has also extensive international experience across Europe, the Americas, Asia and Africa. He has also a served as CISI operational risk expert panel member.