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CISI Certificate in Wealth & Investment Management (ICWIM)

October 17 - October 21

AED5000

Course Name

CISI Certificate in Wealth & Investment Management (ICWIM)

Course Overview

The objective of the examination is to provide candidates with a basic introduction to the financial services industry with a particular focus on investments.

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

• The Financial Services Industry
• Industry Regulation
• Asset Classes
• Collective Investments
• Fiduciary Relationships
• Investment Analysis
• Investment Management
• Lifetime Financial Provision

Click here to download the syllabus.

Duration

4 full days – 9 am to 4 pm

Location: 

Millennium Plaza, Sheikh Zayed Road, Dubai

Price

AED 5,000 + VAT

Excludes exam price (GBP 306)

Agenda:

Day 1: Chapter 1 (Financial Services Industry) + Chapter 2 (Industry Regulation) + Chapter 3 (Asset Classes)

Day 2: Chapter 4 (Collective Investments) + Chapter 5 (Fiduciary Relationships) + Chapter 6 (Investment Analysis)

Day 3: Chapter 7 (Investment Management) + Chapter 8 (Lifetime Financial Provision)

Reserve your seat:

Call us on +971-4-889-5829, or drop us an email at [email protected] or use the form below:


    Details

    Start:
    October 17
    End:
    October 21
    Cost:
    AED5000
    Event Category:

    Venue

    Millennium Plaza
    Millennium Plaza, Sheikh Zayed Road
    Dubai, United Arab Emirates

    Organizer

    Tadawul Academy FZE
    Phone:
    +971.4.889.5829
    Email:
    learn@tadawul.academy
    Website:
    www.tadawul.academy