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date_range 25 Feb, 2018 - 1 Mar, 2018

International Certificate in Wealth & Investment Management (ICWIM)

The qualification covers the essentials of financial planning, private client asset management, fund management and advisory functions. It is an entry level qualification for international candidates working in private banking and wealth management roles.

  • content_copyCourse Overview

    About the Course

    The International Certificate in Wealth & Investment Management (ICWIM) qualification is designed for wealth managers and financial advisors in order to help them understand the range of assets and investment products that are available in the market. It equips them with the best practices to provide financial advice and appropriate solutions for clients’ investments, retirement and protection planning.

    The qualification covers the essentials of financial planning, private client asset management, fund management and advisory functions. It is an entry level qualification for international candidates working in private banking and wealth management roles.

    ICWIM is a globally recognized qualification offered by the UK based Chartered Institute for Securities and Investment (CISI) which is one of the largest professional bodies within the international securities and investment industry.

    Who should attend | Target Audience

    The qualification is appropriate for people working or aspiring to work in private banking, financial advisory and wealth management roles.

    Key Benefits | ICWIM

    • Global recognition
    • ACSI designatory letters
    • Requires no previous qualifications
    • Demonstrates to clients a high level of competence amongst staff
    • Test centers available across the world
    • Exam can be taken any time of the year
    • Free CISI Student membership
    • Provides a sound foundation for those who wish to further develop their abilities by undertaking the CISI’s Masters Program in Wealth Management

    What you will learn | Course Outline

    • The Financial Services Industry 
    • Industry Regulation
    • Asset Classes
    • Collective Statements 
    • Fiduciary Relationship 
    • Investment Analysis 
    • Investment Management 
    • Lifetime Financial Provision
  • personSpeaker

    Karim Mansour

    Karim Mansour

    Karim Mansour founded Tadawul Academy in 2014 and saw it grow to be a leading training provider for CISI and investment-focused programmes in the GCC. An established finance professional, Karim has a track record of delivering training in the UAE, Qatar and West Africa (Sierra Leone and Liberia) in three languages: English, Arabic and Krio.

    Karim founded the Banker Middle East Intelligence Unit as part of his CFO function at CPI Financial. He also authored the esteemed BME 100 annual analytical publication for the years 2012, 2013 and 2014.

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