CISI ICAWM Advanced Wealth

The objective of the examination is to ensure that candidates demonstrate the ability to apply the knowledge, theory and practical techniques required in order to assess a client’s current financial position and future requirements, make suitable investment recommendations, monitor performance and respond appropriately to changing needs and circumstances.

The examination will test candidates’ ability to apply knowledge and understanding of the following elements:

• The macro-economic context of investment advice and planning
• The main asset classes; characteristics and applications
• The main investment products; characteristics and applications
• Identification, measurement and assessment of investment risks and returns
• Portfolio planning, construction, review and maintenance
• Provision of investment advice including the ability to analyse clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives

Download the syllabus

Assessment is a 2 hour examination of 80 multiple choice questions.

Candidates sitting the exam by Computer Based Testing may have, in addition, up to 10% additional questions as trial questions that will not be separately identified and do not contribute to the result. Candidates will be given proportionately more time to complete the test.

Download the sample exam

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CISI Level 4 ICAWM Course – July 2019

Course Name:  CISI Level 4 International Certificate in Advanced Wealth Management: Applied Financial Advice and Management Course Overview:  The objective of the examination is to ensure that candidates demonstrate the ability to apply the knowledge, theory and practical techniques required in order to assess a client’s current financial position and future requirements, make suitable investment…

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AED6500
Millennium Plaza, Millennium Plaza, Sheikh Zayed Road
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CISI Level 4 ICAWM Course – Nov 2019

Course Name:  CISI Level 4 International Certificate in Advanced Wealth Management: Applied Financial Advice and Management Course Overview:  The objective of the examination is to ensure that candidates demonstrate the ability to apply the knowledge, theory and practical techniques required in order to assess a client’s current financial position and future requirements, make suitable investment…

Find out more »
AED6500
Millennium Plaza, Millennium Plaza, Sheikh Zayed Road
Dubai, United Arab Emirates
+ Google Map