The ICWIM Program starts on May 04, 2026. Limited slots available!
Program Overview
What is the ICWIM?
The CISI Certificate in Wealth and Investment Management (ICWIM) is a prestigious qualification tailored to meet the evolving needs of the financial services industry, with a particular focus on private banking and wealth management.
Awarded by the Chartered Institute for Securities & Investment (CISI), one of the world’s leading professional bodies for the securities and investment profession, this certificate carries genuine international currency and recognition.
Learning Outcomes
What You Will Achieve
Upon successful completion of the ICWIM programme, candidates will have developed a comprehensive and globally relevant skill set across wealth and investment management disciplines.
Global Standards Mastery
Demonstrate mastery of internationally recognised standards in the wealth management domain, positioning yourself as a credible and competent professional on the world stage.
Global Standards Mastery
Demonstrate mastery of internationally recognised standards in the wealth management domain, positioning yourself as a credible and competent professional on the world stage.
International Market Navigation
Apply a global perspective to address the challenges and opportunities inherent in international financial markets, equipping clients with robust strategies to navigate market volatility successfully.
International Market Navigation
Apply a global perspective to address the challenges and opportunities inherent in international financial markets, equipping clients with robust strategies to navigate market volatility successfully.
Tailored Financial Advice
Provide bespoke financial guidance that adeptly addresses each client's investment, retirement, and protection planning needs — with precision, professionalism, and confidence.
Tailored Financial Advice
Provide bespoke financial guidance that adeptly addresses each client's investment, retirement, and protection planning needs — with precision, professionalism, and confidence.
Program Content
Syllabus At A Glance
The ICWIM syllabus comprises 8 chapters spanning the full breadth of wealth and investment management, examined across 100 questions. The weighting reflects the depth of knowledge required in each domain.
| # | Chapter Title | Questions |
|---|---|---|
| 1. | The Financial Services Sector | 4 |
| 2. | Industry Regulation | 5 |
| 3. | Asset Classes & Financial Markets | 14 |
| 4. | Collective Investments | 7 |
| 5. | Economics & Investment Analysis – Part 1 | 21 |
| 6. | Investment Management | 15 |
| 7. | Investment Advice | 21 |
| 8. | Lifetime Financial Provision | 13 |
| Total | 100 |
Assessment
Exam Structure
Format
The exam format will consist of computer-based multiple-choice questions.
Format
The exam format will consist of computer-based multiple-choice questions.
Volume & Duration
100 questions to be completed within a 2-hour time window.
Volume & Duration
100 questions to be completed within a 2-hour time window.
Passing Criteria
A passing grade of 70% is required — equivalent to 70 correct answers. There is no negative marking.
Passing Criteria
A passing grade of 70% is required — equivalent to 70 correct answers. There is no negative marking.
Learning Journey
Proposed Path to Certification
The EIF training programme follows a structured, progressive learning journey designed to build knowledge systematically and ensure candidates are fully prepared for the examination.
Self Study
Independent reading of CISI workbook
Virtual Sessions
Live expert-led online classes twice weekly
Revision
Targeted review of syllabus and weak spots
Mock Exam
Timed full-length practice under exam conditions
Why Choose EIF
The EIF Advantage
Expert-led Delivery
Sessions are delivered by seasoned industry practitioners with deep expertise in wealth management, investment, and financial regulation — bringing real-world insight to every lesson.
Comprehensive Study Materials
Candidates receive professionally curated chapter presentation materials, full access to recorded sessions, a detailed course workbook, and the official CISI Workbook.
LMS Practice & Mock Exams
Unlimited access to a dedicated Learning Management System (LMS) featuring extensive practice question banks and full-length mock examinations to build exam confidence.
End-to-End Support
EIF manages the complete CISI exam registration process on your behalf — ensuring a seamless administrative experience from enrolment through to examination day.
Who Should Attend
Target Audience
Designed for:
The ICWIM is strategically designed for financial professionals who operate — or aspire to operate — at the forefront of wealth and investment management. If your role involves managing client wealth, providing investment guidance, or advising on financial planning, this qualification is for you.
Ideal Candidates Include:
Investment Managers
Professionals managing discretionary or advisory portfolios seeking formal qualification and international recognition.
Wealth Advisors & Private Bankers
Client-facing professionals responsible for holistic financial planning, asset allocation, and relationship management.
Financial Services Professionals
Anyone working across the broader financial services sector seeking to deepen technical expertise and enhance career credentials.
Program Logistics
Training Duration & Schedule Format
All sessions are conducted virtually via instructor-led online delivery, ensuring accessibility for candidates across different locations.
Total Duration
6 Weeks of structured, intensive learning combining self-study with live instructor-led sessions for a complete learning experience.
Weekly Sessions
Two sessions per week, held every Monday and Thursday, providing consistent touchpoints with instructors and structured progress through the syllabus.
Session Timing
6:30 PM – 9:30 PM — conveniently scheduled in the evening to accommodate working professionals without disrupting core business hours.
Detailed Schedule
Training Timetable — May to June 2026
The programme commences on 4 May 2026 and concludes with a mock exam review on 11 June 2026. The schedule below maps each session date to the corresponding syllabus chapter.
| Date | Topic |
|---|---|
| May 04, 2026 | The Financial Services Sector |
| May 07, 2026 | Industry Regulation |
| May 11, 2026 | Asset Classes & Financial Markets |
| May 14, 2026 | Collective Investments |
| May 18, 2026 | Economics & Investment Analysis – Part 1 |
| May 21, 2026 | Economics & Investment Analysis – Part 2 |
| Date | Topic |
|---|---|
| May 25, 2026 | Investment Management |
| May 28, 2026 | Investment Advice |
| June 01, 2026 | Lifetime Financial Provision |
| June 04, 2026 | Review Session 1 |
| June 08, 2026 | Review Session 2 |
| June 11, 2026 | Mock Exam Review |
Investment
Program Fees
Training Fee
AED 4,000
+ VAT per candidate — Covers all instructor-led sessions, course workbook, chapter materials, access to recorded sessions, and LMS practice resources including mock exams.
CISI Registration & Exam Fee
GBP 450
Per candidate (payable directly to CISI) — Covers official CISI candidate registration, the CISI study workbook, and the computer-based examination fee. EIF will manage the registration process.
Get Started
Registration & Enquiries
To register your interest, confirm your enrolment, or request further information about the ICWIM programme, please reach out to our dedicated team. We are delighted to assist you on your path to certification.
Begin Your Journey to ICWIM Certification
Advance your career in wealth and investment management with one of the world’s most respected professional qualifications. Join a cohort of ambitious financial services professionals and take the next step with EIF and CISI.
Program Starts
4 May 2026
Duration
6 Weeks
Training Fee
AED 4,000 + VAT
Exam Fee
GBP 450
