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ICWIM - International Certificate in Wealth & Investment Management
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Course
Overview
1
Highly in-demand qualification
within the Private Banking services and Investment Management Firms
2
Regulated by Ofqual
(on its Regulated Qualifications Framework)
3
Available to all –
the qualification has no entry requirements
4
Gain global recognition
on the applicability of acquired knowledge & skills
5
Work for top
MNC’s & Corporates
6
Progress to higher level
for CWM (Chartered Wealth Manager) Qualification
7
Most popular course amongst
the Millenials and Gen.Z in finance roles
About
ICWIM
CiSi =
Chartered Institute
of Security and Investment
Meets the ESMA
appropriate qualification requirements
for investment advisers
Founded in
1801
Add
ACSI designated
letters after your name
Global Body for
Investment & Wealth Management
professionals in business
200 years ago
of Global Legacy
With more than
45,000 members
globally, across 100 countries
Accredited by
Triple E
Free
CiSi
Student membership
About
ICWIM
CiSi =
Chartered Institute
of Security and Investment
Meets the ESMA
appropriate qualification requirements
for investment advisers
Founded in
1801
Add
ACSI designated
letters after your name
Global Body for
Investment & Wealth Management
professionals in business
200 years ago
of Global Legacy
With more than
45,000 members
globally, across 100 countries
Accredited by
Triple E
Free
CiSi
Student membership
Why
ICWIM
Investment Strategies: Discover the
art of portfolio construction, risk
management, and how to identify
lucrative investment opportunities
across diverse asset classes.
art of portfolio construction, risk
management, and how to identify
lucrative investment opportunities
across diverse asset classes.
Wealth Building Techniques: Learn
proven methods to grow and protect
your wealth, from long-term investment
planning to tax-efficient strategies.
proven methods to grow and protect
your wealth, from long-term investment
planning to tax-efficient strategies.
Market Analysis: Gain insights into
conducting thorough market research
and analysis, interpreting financial data,
and making data-driven
investment decisions.
conducting thorough market research
and analysis, interpreting financial data,
and making data-driven
investment decisions.
Financial Planning: Develop the expertise
to create personalized financial plans that
align with your goals and aspirations,
setting you on the path
to financial independence.z
to create personalized financial plans that
align with your goals and aspirations,
setting you on the path
to financial independence.z
Career Advancement: For professionals
in the finance industry, this program
offers the perfect opportunity to
enhance your expertise, broaden your
horizons, and unlock new career possibilities.
in the finance industry, this program
offers the perfect opportunity to
enhance your expertise, broaden your
horizons, and unlock new career possibilities.
Anyone who aims to build a career
in wealth and Investment Management
in wealth and Investment Management
From New entrants to seasoned finance
professionals working in the industry
professionals working in the industry
Professionals or Individuals aiming to
diversify their career role or adopt
wealth & Investment management
competencies as independent
consultants or advancing in current role
diversify their career role or adopt
wealth & Investment management
competencies as independent
consultants or advancing in current role
Course
Architechture
The Syllabus Of ICWIM Qualification Is Spread Across 8 Domain Specialisations
Level 3 Certification
-
8 Domain Specialisation
-
ICWIM Summary
The Financial Services Industry
Industry Regulation
Asset Classes
Collective Investment
Fiduciary Relationships
Investment Analysis
Investment Management
Lifetime Financial Provision
The function of the Financial Services Industry
Macroeconomics Analysis
Microeconomic Theory
Financial Markets
=
8 Domain Specialisation
Financial Services Regulation
Financial Crime
Corporate Governance
=
8 Domain Specialisation
Cash
Property
Bonds
Equities
Derivatives
Commodities
=
8 Domain Specialisation
Investment Funds
Other Investment Vehicles
=
8 Domain Specialisation
Fiduciary Duties
Advising Clients
Determining Client Need
=
8 Domain Specialisation
Calculating Statistics
Financial Mathematics
Fundamental and technical analysis
Yields and Ratios
Valuations
=
8 Domain Specialisation
Investment Services
Investment Funds
Other Investment Vehicles Including Structured Investment Funds
Hedge Funds
Private Equity
Commodity Funds and Sukuk Investments
Risk and Return
Portfolio Construction Theories
Performance Management
=
8 Domain Specialisation
Retirement Planning
protection Planning
estate Planning and Trusts
Business Tax
Personal Tax and Overseas Taxation
=
8 Domain Specialisation
Gain Your ICWIM Certification
Add Global Credibility To Your Career
Value Adds
Add More Value To Your ICWIM Certification
CWM Qualification
Chartered Wealth Manager
Learn from the
Industry Veterans
Our CiSi (ICWIM)
We believe that the key to excellence in finance education lies in our faculty's unparalleled domain expertise. They inspire, guide, and mentor our students to become future leaders in the financial world. Join us in exploring the world of finance with the best in the industry.
Book
Now
Our Learner Proposed Pass Rate
Save Big
On Your ACCA Compliance Fee
Ace Your ICWIM Exams With Our
Get trained by CiSi Approved Training Provider (ATP)Industry Experienced CiSi Certified Trainers Alumni Network of 9500 Students Upto 45 days of Hands-On Industry Experience In-depth Exam Prep & Employability Enhancement Session5 Practice tests & Mocks Interest Free Easy EMI'S Starting from ₹12,555
View fee plan
Our Students Work With
Leading Companies
Students Placed
3700 +
Average Salary
4 LPA TO 9 LPA
Employer Network
350 +
Our Learners
Make Headline
The ICWIM course offered by Finplan Education exceeded my expectations in terms of content quality and instructor expertise. The online platform was user-friendly, allowing me to study at my own pace while still having access to support from tutors when needed. I feel more equipped to tackle the challenges of wealth management after completing this comprehensive and insightful course.
Khushi Gandhi
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I highly recommend the ICWIM course from Finplan Education to anyone looking to pursue a career in investment management. The course materials were up-to-date and relevant to current industry practices, and the practical case studies provided valuable real-world insights. Completing this course has not only expanded my knowledge but also boosted my confidence in advising clients on their investment portfolios.
Jayshree Arumugam
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I recently completed the ICWIM course offered by Finplan Education, and I couldn't be more satisfied with my experience. The course material was well-structured and delivered in an engaging manner, making complex concepts easy to understand. The interactive nature of the course allowed for meaningful discussions and real-world applications, enhancing my learning experience. I highly recommend this course to anyone looking to enhance their skills in investment management.
Palak Parmar
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FAQ's
What is the International Certification in Wealth and Investment Management, and how is it accredited by the Chartered Institute for Securities & Investment (CISI)
The International Certification in Wealth and Investment Management is a comprehensive learning in the field of Investment, wealth and finance management for aspiring candidates who wish to work for private banking and investment management firms. Additionally the program is accredited by CiSi - Chartered Institute of Security and Investment and carries respect amongst employer and global recognition worldwide
Are there any Exam Fee waivers available
Finplan Edu is a Approved Training Partner (ATP) recognized by the CiSi body. We offer exam fee waivers ranging from 10% to 55% in exam fee across various levels of CiSi examinations.
What are the entry requirements for the International Certification in Wealth and Investment Management program at Finplan Edu, and how can I apply
Aspiring learners who wish to upskill their talent in wealth and investment management can kickstart with this certification.
Minimum Entry requirement - HSC or 12th Pass and above
Are there additional resources and support services available, such as study materials and mentorship
The Study material is CiSi approved, consisting of study text. Additional Exam resources such as QnA bank, Practice questions, Mock exams, revision sessions, doubt solving sessions, exam road map , personalised performance plan are aimed at learner security and a higher meritorious rank in the examination.
How does the program at Finplan Edu prepare students for success in Wealth and Investment Management, and what is the curriculum structure
The curriculum comprises 1 papers based exam which focuses on technical, industry and practical knowledge on industry regulations, asset classes, investment analysis and 360 degree understanding on Financial services industry curated with case studies, industry workshop, leadership skills and employability enhancement sessions.
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