- Location: Al Barsha - Dubai
- Duration / Course length: Upto 40 Hours
- Timings: Flexible
- Accrediting body: CISI
Course details
CISI - International Certificate in Wealth & Investment Management (Level 3):
The International Certificate in Wealth & Investment Management (ICWIM) is a globally recognized qualification designed for professionals in the financial services sector, particularly those involved in wealth and investment management. It is mandated by regulators such as SCA for professionals managing client wealth.
About the Certifying Body – CISI (UK):
The Chartered Institute of Securities and Investment (CISI) is the largest and most respected professional body in the UK for the securities and investment industry. CISI certifications ensure practitioners meet the highest standards of competence and professionalism in the financial services sector.
What is ICWIM:
The ICWIM certification provides foundational and advanced knowledge of financial planning, private client asset management, investment analysis, and advisory functions. It covers various global assets, including equities, bonds, derivatives, investment funds, retirement planning, and life assurance.
Course Highlights:
- Stand-alone qualification
- No prior qualifications required
- Free CISI Student Membership
- ACSI Designatory Letters upon completion
Benefits of ICWIM Certification:
- Global Recognition: Prestigious qualification recognized worldwide
- Competence: High-level expertise in wealth and investment management
- Specialization: Deep knowledge in financial analysis and planning
- Resources: Access to comprehensive study materials and mock tests
- Professional Membership: Free CISI Student Membership and ACSI Designatory Letters
Exam Details:
- Format: Computer-based test (CBT)
- Duration: 2 hours
- Questions: 100 Multiple Choice Questions (MCQs)
- Trial Questions: 10% extra trial questions
- Passing Marks: 70% (No negative marking)
- Pass Rate: 55-60%
- Result Declaration: Same day as the exam
- Prometric Centers: Dubai, Abu Dhabi, and worldwide
- CPD Hours: 8 CPD hours upon successful completion
Training Details:
- Training Duration: 30-35 hours (Weekend or weekday classes available)
- Formats: Physical in-person and online live classes
- Resources:
- Special study materials by ELEGANT
- Text materials from CISI
- Past question reviews and mock tests for each chapter
- Recorded classes and unlimited sessions
Exam Syllabus and Marks Distribution:
- The Financial Services Industry – 4 Marks
- Industry Regulation – 5 Marks
- Asset Classes and Financial Assets – 14 Marks
- Collective Investments – 7 Marks
- Economic and Investment Analysis – 21 Marks
- Investment Management – 15 Marks
- Investment Advice – 21 Marks
- Lifetime Financial Provision – 13 Marks
Eligibility / Requirements
No previous skills or qualifications required
Job roles this course is suitable for:
Financial AdvisorWealth ManagerInvestment AnalystPortfolio ManagerFund ManagerAsset ManagerPrivate BankerCompliance OfficerInvestment ConsultantRisk ManagerChief Investment Officer (CIO)Director of Wealth ManagementFinancial PlannerRelationship ManagerTrading ManagerCourse Location
About Elegant Training Center
Elegant Professional and Management Development Training stands as a distinguished training center in Al Barsha1, Dubai, UAE setting the standard for excellence in face-to-face training programs. As a KHDA-approved and Autodesk Authorized center, we pride ourselves on offering affordable, effective, and industry-recognized courses across diverse fields, including Engineering & IT, Finance, Sales & Marketing, and HR & Administration.
As a KHDA-approved center, our dedication to quality education is recognized by the regulatory authority, assuring you of our commitment to delivering courses that meet the highest standards.
Moreover, being an Autodesk Authorized center in Dubai underscores our expertise in providing cutting-edge training in engineering and technology.
Financial Risk Management Related Questions
Enquire about this course
You may add more courses here,
your list will be saved.
