International Certificate in Wealth and Investment Management (ICWIM)
CISI International Certificate in Wealth and Investment Management
On 17 December 2015 the European Securities and Markets Authority (ESMA) published its “Final Report: Guidelines for the assessment of knowledge and competence”, which addresses the MiFID II requirements set out under Articles 24 and 25. These guidelines will affect staff who, under MiFID II, are defined as either “giving information” or “giving investment advice”.
The report indicates that under the ESMA guidelines, firms will be required to: “Ensure that staff providing relevant services to clients are assessed through the successful completion of an appropriate qualification and have gained appropriate experience in the provision of relevant services to clients”
The EIMF offers qualifications appropriate to both Information Givers and Investment Advisers. The International Certificate in Wealth & Investment Management (ICWIM) qualification fully incorporates the ESMA Guidelines for Investment Advisers ICWIM covers the essentials of financial advice, private client asset management, fund management, advisory functions and investment analysis from a global perspective. It offers an overview of the range of assets and investment products available in the market.
Participants will learn about the range of assets and investment products available in the market and gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs for clients.
This Course is addressed to
- Investment directors, managers and analysts
- Senior Corporate Managemers
- Finance directors, financial officers
- Bank employees, brokers, traders
- Professionals engaging in fund management, corporate finance, venture capital, asset management, financial planning
- Financial planners and consultants
Demonstrates to clients a high level of competence amongst staff
What is on the syllabus
- The financial services industry
- The function of the financial services industry, macroeconomics analysis
- Microeconomic theory and financial markets
- Industry regulation
- Financial services regulation, financial crime and corporate governance
- Asset classes
- Cash, property, bonds, equities, derivatives and commodities
- Fiduciary relationships
- Fiduciary duties, advising clients and determining client needs
- Investment analysis
- Calculating statistics, financial mathematics, fundamental and technical analysis, yields and ratios and valuations
- Investment planning: Investment services, investment funds, other investment vehicles including structured investment funds, hedge funds, private equity, commodity funds and sukuk investments, risk and return, portfolio construction theories, investment strategies and performance management
- Lifetime financial provision
- Retirement planning, protection planning, estate planning and trusts, business tax, personal tax and overseas taxation
DATES: 15, 17, 22, 24, 29 November 1, 6 December
DURATION: 35 hours
LOCATION: EIMF Premises, Nicosia
TIME: 15:00 - 20:30
FEES: HRDA eligible €455, non-HRDA eligible €1050 (both + €199.50 VAT)
Standalone Certificate
Participants can choose to attend the course and will receive a certificate of attendance indicating successful participation indicating topics covered
About the Exam
For participants who choose to take the exam and get the CISI qualification they will need to also register for the exam with CISI.
The qualification is examined via computer based testing and exams take place throughout the year.
The exam consists of 100multiple choice questions and lasts 2 hours.
Registration Form
Download Registration Form
You can register by sending the completed registration form above to info@eimf.eu or via fax to 2227 4475. If you need help completing the form, please give us a call at 2227 4470
Course Brochure
Trainer: Constantinos Papanastasiou
Mr. Constantinos Papanastasiou has 15 years of experience in investment banking and currently services as the Head of Investment Banking at The Cyprus Investment & Securities Corporation Limited (CISCO), Bank of Cyprus Group. He previously held the position of Head of Corporate Finance of CISCO following positions within the Investment Banking Division. Mr. Papanastasiou is also a member of the Board of Directors of Cyprus Airways Public Limited and a Lecturer for the CFA Program to CFA Candidates at the European University and the Cyprus International Institute of Management (CIIM). He also formerly served as President of the CFA Society of Cyprus.
Mr. Papanastasiou is a Charter Financial Analyst Charterholder from the CFA Institute, and also holds a Corporate Finance Qualification from the Institute of Chartered Accountants in England and Wales, a Certificate in Company Direction from the Institute of Directors UK, and certificates from CySEC for the provision of advice for investments in financial instruments, underwriting, and portfolio management. He holds a B.Sc. (Econ) in Economics and Statistics from University College London and a M.Phil Finance from the University of Cambridge, Pembroke College