Course Overview
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
• 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
• Exams available online via remote invigilation or at one of our global test centres
Syllabus summary
The Financial Services Industry: The function of the financial services industry, macroeconomics analysis, microeconomic theory and financial markets.
Industry Regulation: Financial services regulation, financial crime and corporate governance.
Asset Classes: Cash, property, bonds, equities, derivatives and commodities.
Collective Investment: Investment funds and other investment vehicles.
Fiduciary Relationships: Fiduciary duties, advising clients and determining client need.
Investment Analysis: Calculating statistics, financial mathematics, fundamental and technical analysis, yields and ratios and valuations.
Investment Management: Investment services, investment funds, other investment vehicles including structured investment funds, hedge funds, private equity, commodity funds and sukuk investments, risk and return, portfolio construction theories, investment strategies and performance management.
Lifetime Financial Provision: Retirement planning, protection planning, estate planning and trusts, business tax, personal tax and overseas taxation.