International Certificate in Wealth & Investment Management (ICWIM)

The qualification covers the essentials of financial planning, private client asset management, fund management and advisory functions. It is an entry level qualification for international candidates working in private banking and wealth management roles.

The International Certificate in Wealth & Investment Management (ICWIM) qualification is designed for wealth managers and financial advisors in order to help them understand the range of assets and investment products that are available in the market. It equips them with the best practices to provide financial advice and appropriate solutions for clients' investments, retirement and protection planning.

ICWIM is a globally recognized qualification offered by the UK based Chartered Institute for Securities and Investment (CISI) which is one of the largest professional bodies within the international securities and investment industry.

Who should attend | Target Audience

The qualification is appropriate for people working or aspiring to work in private banking, financial advisory and wealth management roles.

Key Benefits | ICWIM

• Global recognition
• ACSI designatory letters
• Requires no previous qualifications
• Demonstrates to clients a high level of competence amongst staff
• Test centers available across the world
• Exam can be taken any time of the year
• Free CISI Student membership
• Provides a sound foundation for those who wish to further develop their abilities by undertaking the CISI's Masters Program in Wealth Management