Wealth Management

International Certificate in Wealth and Investment Management (ICWIM)

Wealth Management

Duration

Duration

154 hours of study time is recommended.

Start Dates

Start Dates

Flexible

Fees

Fees

Corporate Packages available.
Refer to IBCM

Delivery

Delivery

Face2Face | Online | Blended

Entry Requirements

Entry Requirements

No formal entry requirements

Student Satisfaction

Student Satisfaction

95% of Our students would recommend IBCM / IBCM Student Survey 2022

Awarding Body

Awarding Body

CISI

UCAS Course Code

UCAS Course Code

N/A

Course Overview

ICWIM covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. 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.

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.

Ofqual approval

ICWIM is regulated by Ofqual (on its Regulated Qualifications Framework) as CISI Level 3 Certificate In Wealth & Investment Management.

KEY FEATURES

  • Prepare for a career in wealth management – ICWIM provides 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
  • Exams available online via remote invigilation or at one of our global test centres