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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.


  • 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

During this workshop trainers will discuss:

The Financial Services Sector Industry Regulation
Asset Classes Collective Investment
Fiduciary Relationships Ecnomics and Investment Analysis
Investment Management Lifetime Financial Provision


Upcoming Batches
Location Dates Time Price in INR  
27 Apr 2024
02:00 p.m. 25,000
Workshop Schedule
Session Schedule Date Time Duration
Session 1 Saturday, 27 Apr 2024 02:00 PM 180 mins.
Session 2 Sunday, 28 Apr 2024 02:00 PM 180 mins.
Session 3 Monday, 29 Apr 2024 02:00 PM 180 mins.
Session 4 Saturday, 04 May 2024 02:00 PM 180 mins.
Session 5 Sunday, 05 May 2024 02:00 PM 180 mins.
Session 6 Monday, 06 May 2024 02:00 PM 180 mins.


Workshop covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. Participants will learn about the range of assets and investment products available in the market and will gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs for their clients.


The sessions will be conducted by our team of well-qualified and practitioners with decades of experience in these domains. These trainers have conducted various workshops training thousands of professionals for leading financial institutions. These names include Goldman Sachs, com.ivst.comp.model.common.State Street, HSBC, Morgan Stanley, Mashreq Bank and many more.

Who should attend

Workshop is suited for staffs working in wealth management roles as well as the individuals engaged in financial advice. The workshop is designed to help the participants gain required understanding for their CISI certification (ICWIM) thru detail study of the course. ICWIM workshop is also an ideal qualification for new entrants to financial services to professionals already working in the industry who may be interested in diversifying into wealth management or who want to develop an understanding of how to deliver wealth management advice.

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