International Certificate in Wealth Investment Management

Course details

ABOUT THE COURSE
The International Certificate in Wealth & Investment Management (ICWIM) qualification is designed for wealth managers and financial advisors in order to help them understand the range of assets and investment products that are available in the market. It equips them with the best practices to provide financial advice and appropriate solutions for clients' investments, retirement and protection planning.

KEY BENEFITS | ICWIM

• Global recognition
• ACSI designatory letters
• Requires no previous qualifications
• Demonstrates to clients a high level of competence amongst staff
• Test centers available across the world
• Exam can be taken any time of the year
• Free CISI Student membership
• Provides a sound foundation for those who wish to further develop their abilities by undertaking the CISI's Masters Program in Wealth Management

WHAT YOU WILL LEARN | COURSE OUTLINE

• The Financial Services Industry
• Industry Regulation
• Asset Classes
• Collective Statements
• Fiduciary Relationship
• Investment Analysis
• Investment Management
• Lifetime Financial Provision

COURSE FEE INCLUDES: 

• 32 hours instructor-led training
• Training slide pack
• Lunch and beverages
• Participation certificate
• Free access to Tadawul's elearning portal 

EXAM REGISTRATION FEE: GBP 325 / person  (Exam & Workbook £+£ CISI registration for new students)Includes: 

• One exam sitting
• Workbook in PDF format and ebook (where applicable)
• Access to Revision Express elearning product unless otherwise indicated.

Updated on 17 November, 2019