Certificate in Wealth Investment

Programme duration: 5 Days
Delivery language: English
Certificate awarded: Certificate in Wealth Investment
Training Dates: Friday, 15th November (5:00 PM – 8:15 PM)
Saturday, 16th November (9:00 AM – 5:15 PM)
Sunday, 17th November (9:00 AM – 5:15 PM)
Saturday, 23rd November (9:00 AM – 5:15 PM)
Sunday, 24th November (9:00 AM – 5:15 PM)

Dive deep into the world of finance with leading international experts and discover cutting-edge strategies for wealth management and investment.

Welcome to an exclusive educational journey tailored for wealth investors and ambitious professionals alike. Offered by the continuing Education Center at Sorbonne University Abu Dhabi in collaboration with The Market Advantage Institute, this prestigious Certificate in Wealth Investment is crafted to empower participants with cutting-edge insights and strategies.

For wealth investors, the program provides advanced techniques essential for optimizing investment portfolios and making informed financial decisions. For ambitious professionals, it offers a deep dive into the dynamics of finance, equipping them with the necessary tools and knowledge to navigate complex financial landscapes with confidence.

Key Advantages of the Program:

  • World-Class Faculty: Learn from top finance experts and seasoned professionals at Sorbonne University and The Market Advantage Institute
  • In-depth Curriculum: Explore a tailored curriculum blending theoretical knowledge with practical applications in wealth management and financial technologies
  • Elite Networking Opportunities: Connect with high-net-worth individuals, leading business owners, and finance professionals
  • Alumni Network: Graduates join the Sorbonne University Abu Dhabi Executive Education Center Alumni, gaining lifelong access to a valuable network of professionals and continuous learning opportunities

Module 1

Understanding Wealth Investments (10 hrs)

  • Engage in collaborative discussions with Family Conglomerate Business Owner and CFO of a large family office on challenges and investment choices
  • Formulate strategic Portfolio Allocation plans considering insights from a CFO of large Family Office
  • Analyze and articulate perspectives on wealth investments from expert in investment
  • Conduct comprehensive Wealth Management Analysis using appropriate tools
  • Evaluate the influence of Macro Policies on wealth investments for effective management.

Module 2

Future of Finance (10 hrs)

  • Apply theoretical concepts of Artificial Intelligence to financial contexts, and assess its role in shaping future financial methodologies
  • Master Financial Data Analysis using statistical software, analyzing and interpreting financial data, and participating in discussions on financial data sources, availability, and the implications of Big Data in finance
  • Demystifying Private Equity: Mastering the Art of Alternative Investments. Unveiling the Deal: A Step-by-Step Guide to Private Fund Due Diligence

Module 3

How to Invest (9 hrs)

  • Recreating a market to understand market dynamics and psychological biais when trading (via a software)
  • Navigating Structured Investments: A Collaborative Approach to US & European Markets (Forum)
  • Apply principles of ESG (Environmental, Social, Governance) investing to wealth management.
  • Analyse Middle East local markets, focusing on equity markets and IPOs

Programme tuition fees:
AED 29,000 (approximately US$ 7,900)
Training Venue:
The Executive Training will be delivered in 25hours Hotel, Dubai (in DIFC area) during 2 weekends and will include coffee breaks & lunch

Discount/Preferential rates*

This programme is only open to the discount/preferential rates* listed below:

20% Alumni discount

Sorbonne University Abu Dhabi alumni are eligible to a 20% waiver on tuition fee.

5%-15% corporate rate

Companies and organizations benefit from a special discount, based on the number of employees enrolling in programmes. For more details, please contact +971(0) 2-6569311

*Conditions apply