CISI Certificate in Wealth & Investment Management (ICWIM)
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.
4 full days – 9 am to 4 pm
Millennium Plaza, Sheikh Zayed Road, Dubai
AED 5,000 + VAT
Excludes exam price (GBP 306)
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)
Click here to book your seat now
