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.
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
Delivery
This programme is delivered in-house for firms looking to train more than 5 staff. A bespoke training programme which can include live tutorials, additional exam practice and our distance learning platform is available. Contact us for a quote.
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
Virtual Delivery
Our virtual training courses are designed to be every bit as engaging as our in-person courses. To achieve this, our trainers use market-leading technology and a range of training techniques to ensure high levels of interaction with participants. Courses include the use of:
- Virtual ‘break-out’ rooms: participants are divided into virtual rooms to facilitate small group discussion.
- Polling: multiple-choice questions, answered anonymously, allow the trainer to assess knowledge and understanding across the group.
- Case studies: true to life case studies and scenarios are used to highlight the practical application of theoretical knowledge.
- Messaging: participants can submit questions and comments, either to the whole group or privately to the trainer.
Additional Benefits:
-
Recording: public course participants have the option to access a recording of the course for one month after the course. In-House clients also have the option to record their training for an additional fee.
-
On-going Q&A: public course participants can access an ongoing Q&A facility allowing them to ask questions relating to the course.
In-Person Delivery
Our in-person training is delivered face to face at your offices, and includes:
- ‘In-the-moment’ questions & discussions: questions through conversations allow the trainer to assess knowledge and understanding across the group.
- Case studies: true to life case studies and scenarios are used to explore practical application of theoretical knowledge.
- Q&A: participants can ask questions during training, either to the whole group or privately to the trainer.
