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CISI-International Wealth and Investment Management (ICWIM Level-3) 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.
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About CISI-the Certifying Body-UK
The CISI (Chartered Institute of Securities and Investment) is the largest and most widely respected professional body in UK awarding perfect qualifications to those who work in securities and investment industries ensuring that the practitioners in the financial services industry attain the competence they need.
What is 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.
What the ICWIM Level-3 Course Covers?
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.
For whom the course is?
Pre-requisites: No previous skills or qualifications
Benefits of this qualification/certification:
Your Steps to earn this certification course
Our Training Methodologies and what we provide:
Exam Format
Structured outline detailing the topics, objectives, assignments, and schedule of CISI-International Wealth and Investment Management (ICWIM Level-3)
The Purpose and Str of the Fin.Serv Sector
Earn a globally recognized qualification in wealth and investment management, mandated by the Securities and Commodities Authority (SCA) in the UAE.
Covers key financial topics, including investment products, portfolio management, risk assessment, and client advisory strategies.
Learn from experienced professionals in the financial services sector who provide real-world insights and case studies.
Choose from classroom-based, online live, or self-paced training modes to suit your schedule and learning preferences.
Get access to mock exams, practice questions, and study materials to help you prepare effectively for the CISI-ICWIM Level 3 certification exam.
Enhance your professional credibility and unlock new career opportunities in investment banking, wealth management, and financial advisory.
A Message from the Founder – Empowering Learners for a Brighter Future
The CISI-ICWIM (International Certificate in Wealth & Investment Management) Level 3 is a globally recognized qualification for professionals in wealth and investment management.
This course is ideal for financial advisors, investment managers, wealth managers, and professionals in financial services who manage client portfolios.
Yes, the Securities and Commodities Authority (SCA) in the UAE mandates this certification for professionals handling wealth and investments in the financial sector.
The course covers financial markets, investment products, portfolio management, risk assessment, asset classes, and client advisory principles.
There are no formal prerequisites, but a basic understanding of finance and investments is beneficial for better comprehension.
The passing score may vary but is typically around 70%. It is recommended to check the official CISI guidelines for the latest requirements.
The exam consists of multiple-choice questions and assesses knowledge of wealth and investment management principles.
The duration depends on your study pace. Typically, candidates complete the training within a few weeks and take the exam shortly after.
Yes, this certification enhances career prospects in financial services, investment firms, private banking, and wealth management.
The exam can be taken at authorized CISI exam centers in Dubai and other locations globally. You can check CISI’s website for test centers.
Join CISI- ICWIM Level-3 Exam Prep Online Live Classes/Physical
You will learn in your syllabus: