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International Certificate in Wealth & Investment Management (ICWIM) - CISI

Overview

Are you studying for the CISI International Certificate in Wealth and Investment Management (ICWIM)? And do you want to increase your chances of success? Our courses give you the tools and assistance you need.

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 that you can identify appropriate solutions to meet the investment, retirement and protection planning needs of your clients.

Your training options

  • Distance Learning - individuals can access the world-class, CISI exam-based training that is usually only available to firms booking private training for their staff, via our online Distance Learning platform. Details can be found under the Distance Learning On-Demand section below.
  • In-House - for companies looking to train more than 5 staff, we offer bespoke training programmes which can include live tutorials, additional exam practice and our distance learning platform. Contact us for a quote.

Who is this for?

The International Certificate in Wealth & Investment Management (ICWIM) is suitable for a wide audience – it is perfect for new entrants to financial services, professionals already working in the industry interested in diversifying into wealth management and those in wealth management wanting to demonstrate competence by gaining a respected benchmark qualification.

The ICWIM meets the needs of those firms who want to ensure that staff can provide high-quality advice and the qualification can usefully be incorporated into staff induction and personal development programmes.

Course Details

The Financial Services Sector

  • The Purpose and Structure of the Financial Services Sector

Industry Regulation

  • Financial Services Regulation
  • Financial crime

Asset Classes and Financial Markets

  • Cash and Near Cash
  • Foreign Exchange Market
    Bonds
  • Property
  • Equities
  • Derivatives
  • Commodities
  • Digital Assets
  • Operations

Collective Investments

  • Investment funds
  • Other Investment vehicles

Economics & 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

Investment Advice

  • Advising Clients
  • Determining client needs
  • Taxation
  • Risk and Client Suitability
  • Planning, Recommendations and Review 

Lifetime Financial Provision

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

Workbook

CISI Exam Details
2 Hour multiple choice computer-based test (CBT)
Questions: 100
Pass Mark: 70%

CISI Workbook & Exam Fees

International
Exam & Workbook £359.00
+£40.00 CISI registration for new students

UK
Exam £260.00
Workbook £99.00
Exam, Workbook and eLearning package £377.00
+£66.00 CISI registration for new students

Recommended minimum study time: 154 hours

To order your workbook and book your exam, visit the CISI's online Booking Portal

On-Demand or In-House Delivery

All of CCL Academy’s Distance Learning solutions can be delivered On-Demand or In-House.

Distance Learning On-Demand Delivery

Our CISI Distance Learning  On-Demand solutions are ideal for individuals who want to access world-class, CISI exam-based training that’s usually only available to firms booking private training for their employees.

The solution provides students with a range of study aids to help them effectively prepare for their chosen CISI exam, including access to the CCL Academy CISI Distance Learning Platform which comprises of:

  • Study plan - A logical, step by step approach to the learning journey.
  • CISI workbook - The official workbook published by the CISI.
  • Slide summaries - Focused summaries of each chapter of the workbook.
  • Video tutorials - Bite-size recordings from one of our leading CISI trainers, narrating the key points of each chapter using the slide summaries. Students can watch these as and when they wish.
  • Chapter tests - 10 multiple choice questions drawn from each individual chapter of the workbook delivered online after each chapter.
  • Practice mock exam - As in the real exam, a multiple-choice exam appropriately spread across the syllabus/workbook chapters. Students will be able to review their answers and repeat the exam as many times as they like.
  • Exam readiness mock exam - A multiple-choice exam designed to assess the student’s readiness to sit the real exam.
  • Email support - The ability for students to email our CISI tutor team directly with any concerns or needs for further clarification.

 

In-House Delivery

The CCL Academy’s In-House training offering is suitable for firms with more than 5 staff to train.

Our recommended approach includes live, virtual (or In-Person) tutorials with one of our leading CISI trainers who will guide participants through the syllabus in a structured, engaging and interactive manner.

Training includes regular progress tests designed to gauge participants on their understanding, and finishes with a mock exam to assess their exam readiness.

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 real exam.

CISI Premier
International Certificate in Wealth & Investment Management (ICWIM) - CISI
500 AED per person
hourglass
Duration
Self-Paced
location
Delivery
Distance Learning or In-House

More than 5 staff to train?

An In-House version of this course is available for firms with more than 5 staff to train. Contact us for a tailored quote.

Course Search

CCL Academy Limited

UK - Head Office

The Pantiles Chambers
85 High Street
Tunbridge Wells, TN1 1XP
United Kingdom
Phone: +44 20 3092 0442
Email: info@cclacademy.co.uk

UAE Office

Al Saaha Offices
Downtown Dubai
Dubai
United Arab Emirates
Phone: +971 4 427 2151
Email: info@cclacademy.com

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