Elegant Training Center CISI-International Certificate in Wealth Investment Management Elegant Training Center
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Price: USD 429
USD 660
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Instructor led live virtual classroom online. Classes may be individual or in group.
  • Duration / Course length: Upto 40 Hours
  • Timings: Flexible

    Course details

    About CISI-the Certifying Body-UK
    The CISI (Chartered Institute of Securities and Investment) is the largest and most widely respected professional body in UK awarding perfect qualifications to those who work in securities and investment industries ensuring that the practitioners in the financial services industry attain the competence they need.

    What is ICWIM?
    The ICWIM certification course is relevant for professionals in wealth and investment management. SCA, the regulator, is mandating this certification course to be obtained by the professionals in the financial services sector who manage the wealth of their clients.

    Course Cover in ICWIM Level-3
    The course covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective, range of assets available in the market such as equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life assurance retirement and protection planning and lifetime financial provision etc.
    Taken as a stand-alone qualification.
    Free CISI Student membership
    ACSI Designatory letters
    Available to all, no entry level qualification required.

    For whom the ICWIM Level-3 course is?
    Banking and Insurance Professionals
    Sales Professionals and Product Managers
    Auditors & Consultants
    Brokers, Traders and Trading Managers, Compliance Officers
    Financial Analysts & Advisors
    Wealth Managers, Investment Managers, Fund Managers and Assets Managers
    Finance Professionals
    Promoters, CEOs, Directors, Branch Managers
    Fresh Graduates

    No previous skills or qualifications

    Benefits of this qualification/certification:
    Global recognition
    High level of competence
    Specialization in the course
    Full study resources
    CISI Student membership
    ACSI designatory Letters

    Your Steps to earn this certification course.
    Enroll with ELEGANT for Training and exam preparation.
    Register with CISI and book your exam-we will assist you.
    Exam Fee AED 1400 Approx.
    Appear for the exam-anytime, result same time.
    Get your Certificate!
    Earn your designatory letters-ACSI.

    Our Training Methodologies and what we provide:
    Physical in person and Online Live Classes
    Total Duration of the training-30-35 hours
    Special Study Materials prepared by ELEGANT.
    Text Materials from CISI
    Past Questions & Answers review
    Mock Tests for each Chapter
    Recorded Classes
    Unlimited sessions

    Exam Format:
    2 Hours exam-CBT test-100 MCQ-100 marks
    10% extra trial questions
    Pass marks-70%-No negative marking.
    Pass rate-55-60%
    Recommended study-150-160 hours.
    Can be taken any time of the year.
    Prometric Centers-Dubai & Abu Dhabi and all other countries
    Result declaration same time
    8 CPD hours on successful completion
    Refer site:

    Exam Syllabus/Course Outlines:
    The Financial Services Industry – 4 Marks
    Industry Regulation – 5 Marks
    Assets 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 Updated on 03 June, 2024

    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.

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