International Certificate in Wealth and Investment Management

Online workshop for 6 days, Schedule from 22th October, Tuesday to 1st November, Friday 2019

Rising prosperity and wealth along with the turmoil in the financial markets demonstrates an increasing demand for private banking services. The need for robust and focused solutions to help clients withstand market volatility and preserve their wealth has created the opportunity for financial professional through International Certificate in Wealth and Investment Management (ICWIM).Many banks also use this certification for their client facing staff to equip them with detail understanding of various financial products and appropriate solutions to meet investment goals of their clients.
 

KEY FEATURES

• PREPARE FOR A CAREER IN WEALTH MANAGEMENT - ICWIM provides a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision
• FIRST STEP IN THE CISI'S WEALTH/RETAIL PATHWAY - you can build upon this qualification by progressing to higher level CISI wealth/retail qualifications up to Chartered Wealth Management level.
• AVAILABLE TO ALL - the qualification has no entry requirements
• GLOBALLY FOCUSED - provides knowledge of the key wealth management principles without focusing specifically on one jurisdiction
• FREE CISI STUDENT MEMBERSHIP - become associated with a Chartered professional body and take advantage of an extensive range of benefits
• ACSI DESIGNATORY LETTERS

During this workshop trainers will discuss: