CISI Certificate in Wealth & Investment Management (ICWIM)

 

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:

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

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