International Certificate in Wealth and Investment Management (ICWIM) by CISI

A great qualification for the Wealth Management, Fund, and Investment Management Sector

The International Certificate in Wealth & Investment Management covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. The qualification will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is an entry level qualification for international candidates working in private banking and wealth management roles.

• A comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision
• First step in the CISI’s wealth/retail pathway – you can build upon this qualification by progressing to higher level CISI wealth/retail qualifications
• Available to all – the qualification has no entry requirements
• Globally focused – provides knowledge of the key wealth management principles without focusing specifically on one jurisdiction
• Free CISI Student membership – become associated with a Chartered professional body and take advantage of an extensive range of benefits
• ACSI designatory letters

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

• Members or new entrants to the Wealth, Investment, and Portfolio Management Sector
• Investment directors, managers and analysts
• Senior Corporate Managers
• 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