- Duration / Course length: Upto 40 Hours
- Timings: Flexible
Course details
About CISI-the Certifying Body-UKThe 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
Pre-requisites:
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
Job roles this course is suitable for:
Senior Islamic Finance Lawyer , Finance and Insurance Manager , Assistant Vice President AccountsAbout 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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