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INTERNATIONAL CERTIFICATE IN WEALTH AND INVESTMENT MANAGEMENT

What's ICWIM?
Why ICWIM?
Course Outlines
Who Should Attend?
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What’s the 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.

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Why study the International Certificate in Wealth & Investment Management?

The wealth management industry is facing unprecedented opportunities and major challenges.  Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market. Upon

  • Gain a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision.
  • Explore wealth and investment management function from global perspective.
  • Recognize the role of the financial institutions in investment management.
  • Establish a pathway to the higher-level International Certificate in Advanced Wealth Management.
  • Become associated with a Chartered professional body and take advantage of an extensive range of benefits.

COURSE OUTLINES

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WHO SHOULD ATTEND?

The International Certificate in Wealth & Investment Management 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.

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Exam Details

This multiple-choice question (MCQ) exam is computer based, consists of 100 questions and lasts 2 hours. Your exam may contain up to 10% additional trial questions

.

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Re-sits

candidates may make a maximum of 6 attempts at the exam in any one year

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Pass Mark / Pass Rate

The current pass rate for this exam is 36% and the pass mark is 70%

Training Methods That You Can Choose From

Live Classes

EGP 5,500

Between 6 Hotels at Cairo & Alexandria

  • 24 hrs
  • 8th  Aug
  • 10:00 am - 3:00 pm
Early Bird Discount : EGP 4,500

Virtual Classes

EGP 2,900

This course can be run virtually online

  • 18 hrs
  • Flexible Time
  • Online Delivery
Early Bird Discount EGP 2,500
REGISTER NOW

Run In-House

Enjoy this certified program at your premise of choice, with lower costs, and schedule that suits you best.


FULLY CUSTOMIZED
ACCORDING TO YOUR NEEDS!

 

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EDUCATIONAL PARTNER

On Friday 9 October 2009, Her Majesty the Queen signed the Charter formally creating the Chartered Institute for Securities & Investment (CISI). This is a significant milestone in the history of the Institute, as it has joined the ranks of professional bodies such as accountants, lawyers and bankers.

The CISI is the largest and most widely respected professional body for the securities and investment profession in the UK and in a growing number of financial centers globally. We promote the highest standards of professionalism amongst our members and the wider financial services profession and we believe professionalism is a blend of three elements – Knowledge, Skills and Behavior.

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OUR AFFILIATIONS

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