The International Certificate in Wealth & Investment Management (ICWIM) covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.
The ICWIM qualification requires candidates to understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. The ICWIM qualification is an internationally recognized professional qualification for candidates looking to work in private banking and wealth management roles.
Features of ICWIM:
How to earn the ICWIM qualification?
The ICWIM qualification can be earned by successfully passing a multiple-choice examination. The ICWIM exam is a 2 hour computer based test that consists of 100 questions.
Candidates in India can also meet the SEBI requirements towards qualifying as an Investment Adviser by taking the Wealth and Investment Management unit along with ICWIM to earn the ICWIM (India) qualification.
To know more about the ICWIM qualification, please use the form below to send an enquiry to our certification team: