Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
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.
You will learn about the range of assets and investment products available in the market and you will gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. ICWIM is suitable for individuals engaged in private client asset management and fund accounting.
- Attain the CISI level 3 Certificate in Wealth & Investment Management
- First step in the CISI’s global wealth management pathway – you can build upon this qualification by progressing to the higher level International Certificate in Advanced Wealth Management
- Free CISI Student membership – become associated with a Chartered professional body and take advantage of an extensive range of benefits
- Access to Associate membership and ACSI designatory letters
- Meets the ESMA appropriate qualification requirementsfor investment advisers
- ICWIM is regulated by Ofqual (on its Regulated Qualifications Framework)
Download the qualification factsheet here.
The programme is designed to enhance participants’ broad understanding via short lectures, practical examples, and practice questions. Most of the training delivery will be based on the CISI International Certificate in Wealth and Investment Management syllabus and the related national regulations. Participants will also benefit from extensive Q&A sessions throughout the course, which can be ideal for general learners and candidates pursuing the respective exam.
Who Should Attend
The qualification’s broad focus on wealth and investment management makes it suitable for a wide audience – from new entrants to financial services to professionals already working in the industry who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.
The ICWIM meets the needs of those firms who want to ensure that staff are able to provide high-quality advice and the qualification can be included into staff induction programmes.
Assessment ICWIM is assessed via a two-hour 100 multiple-choice question exam. The pass mark is 70%. The exam is delivered by Computer Based Testing (CBT). A worldwide network of test centres is available, ensuring flexible scheduling, instant results and ease of completing the exam on screen. Visit cisi.org/cbt to find your nearest cbt centre.
Chartered Institute for Securities & Investment (CISI)
The CISI is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, they have a global community of circa 45,000 members in 104 countries. The CISI sets standards of professional excellence, providing qualifications and promoting the highest level of competence.
CISI and EIMF
The CISI and EIMF have a long-lasting collaboration in organising training and development events and promoting opportunities that are of value to the CISI members as well as to securities, investment, wealth and financial planning professionals. The CISI has awarded the EIMF the “Authorised Training Provider” status, which allows EIMF to offer quality preparation courses for participants pursuing the CISI certificates, such as the CISI International Certificate in Advanced Wealth Management.
CISI Membership at EIMF
As a member of a Chartered professional body you will benefit from an enhanced status in the financial services sector globally. You will become a part of an organisation which holds the respect of governments and firms around the world, and can communicate with the public on an authoritative and clear level. Find more information