Wealth & Investment Management CME-4
Chartered Institute for Securities & Investment
Aligned with CISI Standards – London
Integrating CMA regulatory requirements with CISI global standards
Course Overview
A concise overview of the program.
The Wealth and Investment Management (CME-4) course is a specialized professional training program designed to prepare participants for the CME-4 licensing examination approved by the Capital Market Authority (CMA) in Saudi Arabia. The program covers the core disciplines of financial planning, client asset management, investment fund management, investment advisory, and investment analysis. It also provides a structured understanding of financial assets and investment products available in the market, along with practical approaches to delivering financial solutions that address client needs in investment planning, retirement planning, and financial protection planning. CME-4 is a key qualification for professionals seeking to build a career in wealth management and investment services in the Kingdom of Saudi Arabia, as it represents an essential licensing requirement under the Saudi capital market regulatory framework.
Course Content
What you will cover during this program.
✅ CME-4A
🔹 The financial services industry
🔹 Regulatory frameworks governing the financial sector
🔹 Financial asset classes
🔹 Collective investments and credit relationships
🔹 Economics and investment analysis
🔹 Investment management
🔹 Lifetime financial planning
🔹 Glossary of key terms
✅ CME-4B
🔹 Investment Funds Regulations
🔹 Real Estate Investment Funds Regulations (Public Funds)
🔹 Market Conduct Regulations and glossary of terms
Course Objectives
What you will achieve by the end of this program.
- Equips participants with the professional knowledge required to pass the CME-4 licensing examination approved by the Capital Market Authority (CMA).
- Builds a strong foundation in financial planning and asset management in line with the standards and practices of the Saudi capital market.
- Develops practical skills in analyzing and evaluating investment products, including investment funds and other financial assets.
- Strengthens the ability to provide investment advisory services in accordance with applicable laws and regulatory requirements.
- Enables participants to design integrated financial solutions that address client needs in investment, retirement, and financial protection planning.
- Provides a comprehensive understanding of the regulatory and supervisory framework governing wealth and investment management in Saudi Arabia.
Course Overview
A concise overview of the program.
The Wealth and Investment Management (CME-4) course is a specialized professional training program designed to prepare participants for the CME-4 licensing examination approved by the Capital Market Authority (CMA) in Saudi Arabia. The program covers the core disciplines of financial planning, client asset management, investment fund management, investment advisory, and investment analysis. It also provides a structured understanding of financial assets and investment products available in the market, along with practical approaches to delivering financial solutions that address client needs in investment planning, retirement planning, and financial protection planning. CME-4 is a key qualification for professionals seeking to build a career in wealth management and investment services in the Kingdom of Saudi Arabia, as it represents an essential licensing requirement under the Saudi capital market regulatory framework.
Course Content
What you will cover during this program.
✅ CME-4A
🔹 The financial services industry
🔹 Regulatory frameworks governing the financial sector
🔹 Financial asset classes
🔹 Collective investments and credit relationships
🔹 Economics and investment analysis
🔹 Investment management
🔹 Lifetime financial planning
🔹 Glossary of key terms
✅ CME-4B
🔹 Investment Funds Regulations
🔹 Real Estate Investment Funds Regulations (Public Funds)
🔹 Market Conduct Regulations and glossary of terms
Course Objectives
What you will achieve by the end of this program.
- Equips participants with the professional knowledge required to pass the CME-4 licensing examination approved by the Capital Market Authority (CMA).
- Builds a strong foundation in financial planning and asset management in line with the standards and practices of the Saudi capital market.
- Develops practical skills in analyzing and evaluating investment products, including investment funds and other financial assets.
- Strengthens the ability to provide investment advisory services in accordance with applicable laws and regulatory requirements.
- Enables participants to design integrated financial solutions that address client needs in investment, retirement, and financial protection planning.
- Provides a comprehensive understanding of the regulatory and supervisory framework governing wealth and investment management in Saudi Arabia.
FAQ
Find answers to the most common questions about our training courses, registration steps, and certification process.
For any additional inquiries, please reach out to us through our available support channels.
ما هي دورة إدارة الثروات والاستثمار (CME-4)؟
ما الجهة التي تعتمد اختبار CME-4؟
ما الهدف من الدورة؟
هل هناك متطلبات مسبقة لدخول الاختبار؟
ما محتوى اختبار CME-4؟
ما طبيعة أسئلة الاختبار؟
هل تؤهل الدورة للحصول على الشهادة مباشرة؟
كم تبلغ رسوم الاختبار، ومدة عقده، وما نسبة النجاح؟
بأي لغات يُقدّم الاختبار؟
أين يمكن أداء اختبار CME-4A؟
هل يمكن إعادة الاختبار في حال عدم النجاح من المحاولة الأولى؟
هل دورة إدارة الثروات والاستثمار (CME-4) مدعومة من صندوق تنمية الموارد البشرية (هدف)؟
Target Audience
This program is designed for the following profiles.
Passing the Wealth and Investment Management certification exam is a requirement for individuals seeking registration under investment management activities, including, but not limited to, portfolio managers, fund managers, and associated investment analysts.