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International Certificate in Wealth & Investment Management (ICWIM)
Your ICWIM Journey Starts here
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Limited seats – register now to book your spot!
Our students are leading here
Globally Recognised Certifications
Training by Qualified Industry Experts
100% Placement Protection
The ICWIM stands for the International Certificate in Wealth and Investment Management which is a globally recognized qualification offered by the CISI (Chartered Institute for Securities & Investment) It is designed for new entrants and professionals in private banking and wealth management roles who seek to build competence and gain a benchmark certification. The ICWIM certificate covers essentials such as financial planning, private client asset management, fund management, investment analysis, and advisory functions from a global perspective. This qualification equips learners to provide tailored investment, retirement, and protection planning advice. It is ideal for individuals aiming to establish or advance careers in wealth and investment management worldwide.
Total Duration
6 months
High Pass Rates
Upto 80–85%
ICWIM Schedule
Self-paced
EMI Structure
₹12,555/month
The ICWIM (International Certificate in Wealth and Investment Management) certificate by CISI is an essential qualification covering financial planning, asset management, investment analysis, and advisory functions. Over 6,000 professionals have earned this globally recognized certification, strengthening careers in private banking and wealth management. ICWIM will prepare you for investment, retirement, and protection advice, enhancing credibility and job prospects for both new entrants and experienced professionals diversifying into wealth management roles.
Financial Accountant
Management Accountant
Financial Analyst
Tax Consultant
Investment Banker
Compliance Officer
Financial Planner
Risk Manager
Budget Analyst
Auditor
Finplan Edu is a top choice for the ICWIM certificate, boasting an impressive 86.4% success rate among its students. With over 15,000 alumni, the institute offers expert CISI certified trainers, up to 45 days of hands-on industry experience, and comprehensive exam preparation including 5 mock tests. Choosing Finplan Edu for ICWIM guarantees access to quality resources, practical insights, and strong placement support, making it the ideal platform to advance your career with the CISI international certificate in wealth and investment management.
Globally Recognized Certifications
Training by Qualified Industry Experts
100% Placement Protection
Years of experience
Students worldwide
Student satisfactions
the syllabus of ICWIM Qualification is Spread Across 8 Domain Specilisations
Get Certified & Placed
choose the learning mode that fits your lifestyle, whether you thrive in a classroom, enjoy live online interaction, or prefer self-paced flexibility. Your ICWIM journey, your way.
Get yourself in our superior ICWIM coaching facility, where skilled mentors provide face-to-face interaction and a distraction-free learning atmosphere.
Attend real-time lectures and participate in live doubt-solving from any location. This blends the commitment of a classroom with the convenience of your home.
You will have immediate 24/7 access to all course materials and recorded sessions. This self-paced option is perfect for tailoring the duration of ICWIM course around your career.
ICWIM
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This is a meaningful step in my ACCA journey, giving me the opportunity to gain hands-on experience in audit, taxation, and accounting.
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This achievement wouldn't have been possible without the guidance and mentoring from Moiz Bohra sir and my family and the unwavering support of Finplan_Edu .
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Every ACCA paper brings a new challenge to my journey. Even this paper was a little challenging, I had a great experience learning many new legal terms that I was not familiar with.
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Such a proud feeling that I secured 86% on my Financial Accounting paper of ACCA. So glad to have the guidance and support of Finplan_Edu
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Being my first post on LinkedIn and first ACCA exam that I attempted, I am happy to share my result. I would like to thank CA. MANISH AGARWAL .
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I’m proud to share that I cleared the ACCA SBR exam with a score of 64 🎉 . A big thank you to CA Manish Sir & Finplan_Edu for their constant support and encouragement throughout this journey
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This achievement marks a significant milestone in my professional journey. A special thanks to CA Yagnesh Parekh and Finplan_Edu for valuable support and guidance throughout the ACCA journey.
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I would like to express my heartfelt gratitude to my exceptional teachers Suhail ACCA and CA. MANISH AGARWAL . sir , whose guidance and expertise have been instrumental in shaping my understanding of these complex subjects. Their commitment to excellence
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Disclaimer: The views expressed above are solely those of the speakers; FinPlan Edu has only facilitated the content.
Access the best expert guidance, global-standard prep, and all the support you need to be ICWIM qualified —all structured for affordability.
Learn from CISI Certified Trainers
Learn from CISI Certified Trainers
Dedicated Student Success Team to guide you
Dedicated team to guide you throughout the journey
On-demand Academic & Doubt Support
On-demand doubt clearing and guidance
On-demand Academic & Doubt Support
Starting from ₹12,555
The International Certificate in Wealth and Investment Management (ICWIM) is a globally recognized qualification offered by CISI, covering essential wealth management, investment analysis, and client advisory skills.
The ICWIM certificate is ideal for new entrants to financial services and professionals aiming to enhance their competence in private banking and wealth management roles.
No formal entry requirements exist for the ICWIM; it welcomes candidates across experience levels.
The ICWIM exam consists of 100 multiple-choice questions, administered via computer-based testing, with a two-hour duration and a 70% pass mark.
Yes, candidates can self-study with official CISI manuals or choose formal training through authorized partners.
The syllabus spans eight domains including financial services industry, regulation, asset classes, fiduciary relationships, investment analysis, and lifetime financial provision.
Yes, the CISI International Certificate in Wealth and Investment Management is respected worldwide within financial services sectors.
Certification enhances credibility, expands career opportunities, and equips candidates with up-to-date knowledge in wealth advisory and investment management.
The ICWIM exam is available globally at certified test centers and can also be taken remotely.
Finplan Edu offers expert instructors, flexible learning, mock exams, and placement assistance to help candidates succeed in achieving the International Certificate in Wealth & Investment Management.
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