Te c h n i c a l

PROPOSAL
WEALTH, INVESTMENT and
BANKING
11-14 December
Customized delivery

Prepared for

leoron.com
ABOUT LEORON

Built upon the strong experience in the manufacturing sector, which its
founders developed in Sweden during the 90’s global expansion, LEORON
evolved into the dominant training institute that offers a comprehensive set of
training and development solutions.

We’ve gained a reputation across the EMEA region by transferring knowledge in all
strategic corporate functions, including Corporate Finance, HR, Supply Chain
management, Health & Safety, Financial Services & Technology, Operations, Engineering,
Quality management, Project management, Facility management and Soft skills. Today,
we are globally recognized as one of the leading providers of corporate training, HR
consultancy services, competency improvement solutions and internationally
recognized certification programs.
We are proudly partnering with over 20 global educational partners and accreditation
bodies, such as: ANSI, ASQ, AFP, APICS, IIA, IACCM, PMI, LSBF, IABFM and much more.
LEORON’s mission is to help our worldwide clients boost their competitiveness by
improving the competency levels of their employees through top quality training and
development solutions, delivered by unrivaled global experts and facilitated by the
best training managers in the industry.

Yours truly,
Arben Jusufi,
Principal Consultant, GM LEORON
PDI
 ADDIE TRAINING DESIGN METHODOLOGY

Our instructional design and training development teams follow the ADDIE model each
time they produce your training and certification programs.

1 ANALYZE 2 DESIGN 3 DEVELOP 4 IMPLEMENT 5 EVALUATE

A Stage One

This initial phase

D Stage One

During the design phase,

D Stage One

This is where our team

I Stage One

Training is delivered by
E Stage One

The last phase of the

investigates the
instructional challenge
of your preferred course.
The LEORON team will
analyze your business
requirements and needs
and establish the methodology, tech tools
relevant pivotal points
and topics to be
addressed, on par with
learners’ competency
levels.
we address concerns creates and accumulates
that mainly focus on the content assets that
training program were brought together
development, such as during the design phase.
learning objectives, We go back-and-forth
content, assessment with the client on
refining delivery plans,
and instruments, media timelines, logistics and
selection and more. procedures, only to
result in a flawless final
educational product that
meets all your business
requirements.
our facilitators to the ADDIE model is
targeted group of evaluation of the
learners, onsite or training results. LEORON
through online channels. team utilizes the Kirk-
We provide curriculum Patrick 4 levels of
clarification, learning training evaluation,
outcomes, and delivery including:
insights through our
facilitators training. 1. Reaction,
2. Learning,
3. Behavior and
4. Business results and
ROI
KIRKPATRICK’s TRAINING EVALUATION MODEL
Following our ADDIE Training design Methodology LEORON Institute utilizes
KirkPatrick’s 4 Levels of Training Evaluation Model, including:
1. REACTION, 2. LEARNING, 3. BEHAVIOR, 4. BUSINESS RESULTS AND ROI
Level 1. Did the participants Enjoy the Training?
Level 2. Did participants Improve their skills and to what extent?
Level 3. Have the participants Applied what they learned?
Level 4. Did the training influence the business and the participant's performance?

Measured conjointly with the Client to identify Training Outcomes or Targeted

4 Results, and setting metrics for measurement of each consecutive evaluation
level level.

Measured through two tools aiming to review the performance and behavior 4
3 changes of the learner:
level • Assignment given to learners for implementation within 2 weeks after the training, and
Behavior change surveys shared with all learners 1 month after the training program.
• Follow-up surveys sent to direct supervisors of all learners who participated in the training 3
program, 2 months after the program, aiming to confirm changes in behavior and
implementation of the assignment.

Measured through LEORON “Pre and Post Course Competency Review Forms” 2
2 which allow all learners to self-assess their gained knowledge and
level competence of topics covered throughout the course of the training program,
before the start and after finishing the training program.
1
Measured through LEORON “Training Program Evaluation Form” – a feedback
1 survey perfectly positioned to measure learners’ perception about the
level training effectiveness and benefits of attending.
More info upon request
BENEFITS OF LIVE VIRTUAL TRAINING

Our Live Online learning will stretch your learning experience past By logging to a virtual classroom, students participate in an
the boundaries of location – presentations are interactive, interactive course, using our audio-visual online training platform.
conducted live at a scheduled time through- out a week, mimicking Physical attendance is not required; thus all study materials, exams,
our public courses both in content & quality. and technical support are available online.

Our blended learning approach

combines virtual classroom
methods with online activities
to form an integrated
instructional approach.
SIMPLE SET-UP INTERACTIVE
Easy registration through Live Video interaction among
email participants and Instructor. In-Built
chat to exchange messages
individually or with the group
COURSE CONTENT SHARING
Learning Materials and additional
learning resources, case studies
and exercises available for all
participants as PDF

ENGAGING CONVINIENCE TECH SUPPORT LIVE BROADCASTING

Knowledge retention Attendees can join training Dedicated host to ensure Students See Power-Point slides in
with In-Session sessions from their mobile or everything runs split- screen to follow along with
Activities desktop device smoothly the instructor
ONLINE TRAINING METHODOLOGY
Our Live Online training programs are organized through:
We utilize GoToTraining and Cisco WebEx as our primary
platforms and Microsoft Teams is utilized as backup should there
be any issues with the primary platforms.
Before the course:
1. LEORON training consultant will schedule the virtual training
through the platform, and each attendee will receive a Registration
link in the following format:
Registration URL:
https://attendee.gototraining.com/r/5339014465221812
Training ID: 123-456-789
2. Invitees will have to enter their contact details and email address so
they can receive the registration link. Upon registration, a
confirmation email will follow containing instructions how to join.
Three additional reminders will be dispatched, reminding registered
delegates to join the session.
Technical requirements:
For best training experience, it is recommended having a good and stable
internet connection and use a headset. Learners can choose to connect
from a desktop/laptop or through the dedicated mobile app.
During the course:
1. Once all the parties are connected on the platform, LEORON host
explains the ground rules to all the participants.
2. Participants will see the instructor and his presentation, but also
will be able to interact through the webcam, microphone, or through
the embedded chat box.
3. Depending on the course topic, length of the course can range from
2-8 hours a day, throughout 1-5 days.
4. Training evaluation, competency assessment and examination are
all done online.
ТRAINER’S BIOGRAPHY

Extensive experience in the manufacturing industry, training and

investment field through out the last 30 years in many countries
(K.S.A., Bahrain, Yemen and Algeria ) part of it +11 years in wealth
management & investment management

In General, Country, Market Access, manufacturing, operational &

Dr. Abdallah Harara sales management with strong experience in training, business
Expert Trainer
development, marketing, finance, HR, management systems, planning,
wealth management and investment management (as part of my job
in local, regional & international projects for SPIMACO – Algeria,
vaccine project with royal highnesses and in NPFCo– Saudi Arabia)

Changing the field force mindset and vocabulary into scientific

approach towards better achievement

leoron.com 7
COURSE STRUCTURE
Course Overview
The International Certificate in Wealth & Investment
Management course covers the essentials of financial
planning, private client asset management, fund
management, advisory functions and investment
analysis from a global perspective. This program will
ensure that you understand the range of assets and
investment products that are available in the market
and find appropriate solutions to meet the
investment, retirement and protection planning
needs for your clients. It is an entry level qualification
for international candidates working in private
banking and wealth management roles.
Learning Outcomes
Learn about the function of the financial
services industry in the economy: transferring
funds between individuals, businesses and
government; risk management
→ Recognize the role of the main
institutions/organisations: retail banks;
investment banks; pension funds; fund
managers; stockbrokers; custodians; global
custodians
→ Understand the roles of the following:
wealth managers; private banks; platforms →
Know how national income is determined,
composed and measured in both an open and
closed economy: Gross Domestic Product,
Gross National Product etc. → Understand the
composition of the balance of payments and
the factors behind and benefits of international
trade and capital flows: current account;
imports; exports; effect of low opportunity cost
producers
COURSE STRUCTURE
Who should attend?
The International Certificate in Wealth & Investment
Management is suitable for a wide audience – from
new entrants to financial services to professionals
already working in the industry who may be
interested in diversifying into wealth management. It
is an ideal alternative for staff working in wealth
management roles who need to demonstrate
competence through the achievement of a
benchmark qualification and who want to develop an
understanding of how to deliver wealth management
advice.
Training Methodology
The highly interactive program utilizes
different methods as examples, practical
exercises, case studies, and role-playing
games that enables participants to apply
the concepts and methods learned in their
real environment.
In each module, participants will engage in
the Mini- Case Study or Video to elaborate
the concepts in the module; Industry
related examples on the module topic; an
interactive group practical exercise/scenario
or role-playing game to practically apply the
learned concepts on a real-life situation
from their work environment.
COURSE OUTLINE

Module 1 Module 2

PART 1: The Financial Services PART 3: Asset Classes

Industry
3.1 Cash
1.1 The Purpose and Structure of the
3.2 Bonds
Financial Services Industry
3.3 Property
1.2 Macroeconomic Analysis
3.4 Equities
1.3 Microeconomic Theory
3.5 Derivatives
1.4 Financial markets Element
3.6 Commodities Element

PART 2: Industry Regulation

2.1 Financial Services Regulation PART 4: Collective Investments
2.2 Financial crime 4.1 Investment funds

2.3 Corporate Governance Element 4.2 Other investment vehicles Element

COURSE OUTLINE
Module 3
PART 5: Fiduciary Relationships
5.1 Fiduciary Duties
5.2 Advising Clients
5.3 Determining client needs
5.4 Taxation Element
PART 6: Investment Analysis
6.1 Statistics
6.2 Financial Mathematics
6.3 Fundamental and Technical Analysis
6.4 Yields and Ratios
6.5 Valuation Element
Module 4
PART 7: Investment Management
7.2 Portfolio Construction Theories
7.3 Investment Strategies
7.4 Performance Measurement Element
PART 8: Lifetime Financial Provision
8.1 Retirement planning
8.2 Protection planning
8.3 Estate planning, trusts and foundations
 DUBAI
United Arab Emirates
Leoron Professional Development Institute
+971 4 447 5711
Indigo Icon Tower JLT, Office 1208
P.O. Box 390601 | Dubai, UAE
ABU DHABI
United Arab Emirates
Leoron Management Training
+971 2 552 1155
Abu Dhabi Island, Al Salam Street, Salam HQ Building,
Office 503 | P.O. Box 105098 | Abu Dhabi, UAE

RIYADH SKOPJE
Kingdom of Saudi Arabia Macedonia
Saudi Experts Institute for Training and Development LEORON Group
+966 11 464 4865 +389 2 320 0000
King Fahad Road, Moon Tower, 23rd Floor Str. 20, No 82, Cucer-Sandevo
P.O. Box 68531 | 11537 Riyadh, KSA 1000 Skopje, MKD

JONKOPING ALMATY
Sweden Kazakhstan
Leoron Professional Development Institute AB LEORON Training and Development LLP
+46 36 291 6110 +7 727 971 6685
Gjuterigatan 9 Timiryazeva 28 B, office 612
553 18 Jonkoping, SWE 050040 Almaty, KAZ

leoron.com