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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 Starting From
₹12,555
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 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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Happy to share that I've passed ACCA Strategic Business Reporting (SBR) with a score of 76%. Grateful to Finplan_Edu and CA. MANISH AGARWAL for their support.
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I'm happy to share that I've cleared my ACCA Strategic Business Reporting (SBR) exam with 50 marks. Thank you to Finplan_Edu for the excellent webinars, structured resources, and continuous support throughout my preparation.
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Happy to share that I have successfully passed ACCA Audit & Assurance (AA) with 73 marks in my second attempt. Finplan_Edu thank you so much for your guidance and constant support.
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Honestly going into this paper, I was very skeptical of how it would turn out. Hours and hours of studying, bent over my books going through a 600 page book with the hope that it will all make sense. Thank you Finplan_Edu for your assistance and guidance throughout this paper.
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Today, I'm incredibly grateful to share that I have cleared my final ACCA paper – Advanced Auditing and Assurance (AAA) – and am now officially an ACCA Affiliate. I'm deeply thankful to my family, friends, mentors at Finplan_Edu, and everyone who supported and believed in me throughout this journey.
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Right after a quarter filled with hard work, ups and downs, and constant self-doubt, I found myself in a continuous battle between giving up and pushing forward. Grateful to my family, mentors, and Finplan_Edu for believing in me, supporting me, and standing by me throughout this journey.
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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.
Globally Certified Trainers with years of experience.
Globally Certified Trainers with years of experience..
Personalized academic support throughout.
Personalized academic support throughout.
Quick resolution of queries for effective learning.
Quick resolution of queries for effective learning.
Affordable fee structure with interest-free EMIs.
Start at just ₹12,555 with easy, interest-free EMI options designed for every budget.
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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