CISI Certificate in Wealth & Investment Management (ICWIM) – June 2019
June 16 - June 19
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)
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In Partnership With:
