International Certificate in Wealth and Investment Management by Chartered Institute of Securities and Investment

WEALTH & INVESTMENT MANAGEMENT CERTIFICATION

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WEALTH & INVESTMENT MANAGEMENT CERTIFICATION

CHARTERED INSTITUTE OF SECURITIES AND INVESTMENT

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Enabling Your Vision

CISI Certificate in Wealth and Investment Management

The CISI Certificate in Wealth and Investment Management (ICWIM) is a highly esteemed qualification designed to meet the evolving demands of the financial services industry, particularly in the realm of private banking. As the landscape of wealth management continues to expand, the ICWIM stands as a benchmark certification, equipping professionals with the knowledge and skills necessary to navigate the complexities of wealth and investment management.

TARGET AUDIENCE

The Wealth and Investment Management Certification by CISI is suitable for:

  • New Entrants: Individuals entering the financial services sector seeking a solid foundation in wealth and investment management.
  • Industry Professionals: Professionals already engaged in the financial industry, particularly those interested in diversifying into wealth management.
  • Wealth Management Staff: Ideal for staff in wealth management roles aiming to enhance competence through a recognized benchmark qualification.
KEY FEATURES
  • Comprehensive Coverage: The ICWIM delves into essential aspects of financial planning, private client asset management, fund management, advisory functions, and investment analysis. This comprehensive approach ensures a holistic understanding of the wealth management landscape.
  • Global Perspective: With a focus on global perspectives, the ICWIM prepares individuals to address the challenges and opportunities inherent in the international financial markets. This global outlook is crucial in providing clients with robust and focused solutions to navigate market volatility successfully.
  • Client-Centric Approach: The program emphasizes the development of skills to provide tailored financial advice, ensuring professionals can adeptly address the investment, retirement, and protection planning needs of their clients. This client-centric focus aligns with the increasing demand for personalized wealth management services.
  • Industry-Relevant: As turmoil in financial markets underscores the need for robust solutions, the ICWIM addresses the specific requirements of firms aiming to ensure their staff can provide high-quality advice. The qualification is adaptable to staff induction programs, aligning with the industry’s commitment to maintaining excellence in wealth and investment management.
ELIGIBILITY REQUIREMENTS

Education Requirements: Available to all – the qualification has no entry requirements.


For more details, please refer to this CISI Certification factsheet

METHODOLOGY

Instructor-led classroom sessions, Study Guide, Flashcards, Presentations and Case Studies, and Mock Exams.

INVESTMENT

For more details, please contact the EIF Certification Department at certificates@eif.gov.ae

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