Key Details

Duration: 4 Days

Delivery method: In-house

Overview

The International Certificate in Wealth & Investment Management (ICWIM) 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...

The International Certificate in Wealth & Investment Management (ICWIM) 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.


Who is this for?

The International Certificate in Wealth & Investment Management (ICWIM) is 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.

The Financial Services Industry

  • The Purpose and Structure of the Financial Services Industry
  • Financial markets

Industry Regulation

  • Financial Services Regulation
  • Financial crime
  • Corporate Governance

Asset Classes

  • Cash
  • Bonds
  • Property
  • Equities
  • Derivatives
  • Commodities

Collective Investments

  • Investment funds
  • Other investment vehicles

Fiduciary Relationships

  • Fiduciary Duties
  • Advising Clients
  • Determining client needs
  • Taxation

Economics and Investment Analysis

  • Macroeconomic Theory
  • Microeconomic Theory
  • Statistics
  • Financial Mathematics
  • Fundamental and Technical Analysis
  • Yields and Ratios
  • Valuation

Investment Management

  • Risk and Return
  • Portfolio Construction Theories
  • Investment Strategies
  • Performance Measurement

Lifetime Financial Provision

  • Retirement planning
  • Protection planning
  • Estate planning, trusts and foundations

Our classroom training is delivered in-house and can be tailored to your Firm's requirements and the ability of the audience preparing for CISI exams.

Face to face training
Our recommended approach includes face to face training with one of our CISI expert trainers who will guide participants through the syllabus in a structured, engaging and interactive manner.

Practice tests and mock exams
Our face to face training days commence with a ‘kick-off’ test, testing the participants on their existing capabilities, and finish with a ‘progress’ test assessing their progress on the days topics.

As part of our in-house CISI study programmes, participants have access to chapter by chapter practice questions and a mock exam that simulates the real CISI examination.

These tools provide valuable feedback and monitoring to track the participants’ performance throughout the study programme and are vital in effectively preparing participants for success in their CISI exam.