CISI- International Certificate in Wealth & Investment Management (ICWIM Level 3)

The ICWIM certification course is relevant for professionals in wealth and investment management. SCA, the regulator, is mandating this certification course to be obtained by the professionals in the financial services sector who manage the wealth of their clients.

The course covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective, range of assets available in the market such as equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life assurance retirement and protection planning and lifetime financial provision etc.
Taken as a stand-alone qualification.
Free CISI Student membership
ACSI Designatory letters
Available to all, no entry level qualification required.

• Banking and Insurance Professionals
• Sales Professionals and Product Managers
• Auditors & Consultants
• Brokers, Traders and Trading Managers, Compliance Officers
• Financial Analysts & Advisors
• Wealth Managers, Investment Managers, Fund Managers and Assets Managers
• Finance Professionals
• Promoters, CEOs, Directors, Branch Managers
• Fresh Graduates

No previous skills or qualifications

• Global recognition
• High level of competence
• Specialization in the course
• Full study resources
• CISI Student membership
• ACSI designatory Letters

• Enroll with ELEGANT for Training and exam preparation.
• Register with CISI and book your exam-we will assist you.
• Exam Fee AED 1400 Approx.
• Appear for the exam-anytime, result same time.
• Get your Certificate!
• Earn your designatory letters-ACSI.

• Physical in person and Online Live Classes
• Total Duration of the training-30-35 hours
• Special Study Materials prepared by ELEGANT.
• Text Materials from CISI
• Past Questions & Answers review
• Mock Tests for each Chapter
• Recorded Classes
• Unlimited sessions

• 2 Hours exam-CBT test-100 MCQ-100 marks
• 10% extra trial questions
• Pass marks-70%-No negative marking.
• Pass rate-55-60%
• Recommended study-150-160 hours.
• Can be taken any time of the year.
• Prometric Centers-Dubai & Abu Dhabi and all other countries
• Result declaration same time
• 8 CPD hours on successful completion
• Refer site: WWW.CISI.ORG

1. The Financial Services Industry – 4 Marks
2. Industry Regulation – 5 Marks
3. Assets Classes and Financial Assets – 14 Marks
4. Collective Investments – 7 Marks
5. Economic and Investment Analysis – 21 Marks
6. Investment Management – 15 Marks
7. Investment Advice – 21 Marks
8. Lifetime Financial Provision – 13 Marks

30-35 hours-Weekend and weekdays class as per your convenience.

Negotiable-Please call/visit us

UAE, KSA, Oman, UK
HSBC, Standard Chartered, Citi, RAK, Noor Bank, FAB, DIB, EIB
Takaful, Orient Insurance, DFM

• Are experts in the field of finance and investment.
• 30 years of Industry and Training Experience
• Their qualifications are CA, CPA, CFA, CMA, ACSI, DipIFR

• IISI-Introduction to Investment and Securities-Level 1
• Fundamentals of Financial Services-Level 2
• ICWIM-Level 3
• International Certificate in Advanced Wealth Management-Level 4
• Securities
• UAE Financial Rules & Regulations
• Risks in Financial Services
• Operational Risk
• DIFC Financial Rules and Regulations
• Financial Courses-CFA, CPA, CMA, ACCA, CA, IFRS

• Fill in the enrolment form.
• Make the payment.
• We will send you the presentation slides.
• Then you are ready for class

At ELEGANT Training, we provide educational training to professionals and management personnel improving their career, skills, expertise, competence and business performance. We specialize in affordable and effective face-to-face training in a variety of courses to meet the needs of today’s business. We believe in relevant and adequate training by expert professionals for individuals as well as corporate clients.