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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