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

The International Certificate in Wealth & Investment Management 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. It is an entry-level qualification for international candidates working in private banking and wealth management roles. 

Learning Outcome 

• Participants will gain an overview of the investment industry with a specific focus on wealth and investment management  
• Participants will gain an understanding of ethical conduct and market integrity in relation to the investment industry 
• Participants will gain an overview of all the areas of wealth management 

• Participants will gain an overview of various private banking principles and products 

Why study for this certificate?

• The qualification is a regulatory requirement by the Securities & Commodity Authority for a number of job functions within financial services.
• First step in the CISI’s global wealth management pathway – Provides a sound foundation to those who wish to further develop their abilities by undertaking CISI’s International Certificate in Advanced Wealth Management.
• It equips one with the best practices to provide financial advice, appropriate solutions for client’s investment, retirement and protection planning.

 Target Audience 

•  Professionals working or aspiring to work in private banking, financial advisory, and wealth management roles. 
• New employees in brokerage, financial planning, investment advisory, wealth management, and asset management industry. 

SCA Mandated Job Functions

• Financial Analyst
• Investment Manager/Investment Chief
• Promoter