RFS Registered Financial Specialist AAFM: Financial Management Certification Dubai UAE : Arab Institute for Accountants & Legal (AIAL)

Accounting Certifications

Registered Financial Specialist (RFS)

The Registered Financial Specialist (RFS™) training program is designed to enhance technical knowledge and train on private investment skill sets in order that the financial team can confidently frame sales conversations with clients and prospects. Covering financial planning, asset management, investment advising, and insurance topics, the RFS™ is the entry-level qualification on IFIS’s Wealth Management program. It is a prerequisite course for the CWM designation.

Certification Issued By:

IFIS logo International Financial Institution Society (IFIS - USA) IFIS is a global network of professional services organization providing Financial, Client Solutions, Assets Management and Accreditation services. We have 62,000 outstanding professionals working together to deliver value in 15 countries.

Membership By:

hacca logo HIGH AUTHORITY COUNCIL FOR CHARTERED ACCOUNTANTS (HACCA) HACCA is a world leading professional membership organisation that promotes, develops and supports chartered accountants worldwide. We provide qualifications and professional development, share our knowledge, insight and technical expertise, and protect the quality and integrity of the accountancy and finance profession.

Who Should Attend?

  • Private Bankers Wealth Managers
  • Retail Branch Managers
  • Corporate Account Managers
  • Family Office professionals
  • Brokerage and Market Analysts
  • Investment Advisors and Financial Planners
  • Investment Managers and Analysts
  • Stock Market Professionals
  • Portfolio and Asset Managers
  • Financial Marketing Professionals
  • Heads of Financial Accounts.


You are qualified to take this certification if you have any of the below requirements:

  • Must have at least one year experience in related field
  • Bachelors or Masters Degree

Course Parts:

  • Portfolio Management
  • Money Market and Deposits
  • Bonds and Fixed Income Securities
  • Yield Curve and Interest Rate Expectations
  • Brief History of Asset Class Performance
  • Equity Valuation
  • Equity Investments
  • Hedge Funds
  • Private Equity
  • Other Asset Classes
  • The Consultive Sales Process
  • From Lead to Closure
  • Managing the “PIPELINE”
  • Your Network
  • Introduction to Islamic Investments and Funds

How to Register?

  • Register Online or
  • Fill-up the registration form and visit the Institute, with the following requirements then pay the necessary fees.
    • passport copy
    • 1 copy of passport size photo
    • eligible certificate copy

Download Course Details

Download full details of this course.