Course description
CISI International Certificate in Wealth and Investment Management
The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.
Upcoming start dates
Suitability - Who should attend?
The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice. It's broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.
Training Course Content
- The financial services industry
- Industry regulation
- Asset classes
- Collective investments
- Fiduciary relationships
- Investment analysis
- Investment planning
- Lifetime financial provision
Why choose Fitch Learning
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Over 1,300 clients worldwide
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Fitch Learning
Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...