Training Diploma in International Wealth and Investment Management (CISI - LEVEL 3)
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9 ratings

Training Diploma in International Wealth and Investment Management (CISI - LEVEL 3)

by Elegant Professional & Management Development Training

1,575 AED

(VAT inclusive)

Training Diploma in International Wealth and Investment Management (CISI - LEVEL 3)

1,575 AED

(VAT inclusive)

when:
Sat, 20 Apr 2024 7:00PM + 14 dates
(see timings & price options)
where:
Dubai - Al Barsha
level:
Intermediate & Advanced
Cancellation Policy: 48 hours prior to course start with full refund
We offer a best price guarantee for our classes. If you get a better price, let us know & we'll give you a free AED 100 voucher.
Description:

Course Outline:

The ICWIM certification course is relevant for professionals in wealth and investment management, issued by the UK-based CISI (Chartered Institute of Securities and Investment). Take the exam and achieve an ACSI qualification!


This 15-session ICWIM test preparation program 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.


The course has been taken by over 500 students from across the Gulf and the UK, including professionals from HSBC, Standard Chartered, Citi, RAK, Noor Bank, FAB, DIB, EIB Takaful, Orient Insurance and DFM.


Exam Syllabus/Course Outline:

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


Benefits of the ICWIM Certification:

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


Benefits of the Test Prep Program

  • Exam Booking Assistance
  • Unlimited make-up sessions till you pass the Exam
  • Expert ACSI, CPA, CFA- qualified trainers in finance and investment (30 years of industry experience)
  • Physical in person and Online Live Classes
  • Study and Text Materials from CISI
  • Past Questions & Answers review
  • Mock Tests for each Chapter
  • Recorded Classes


Who should take this course?

  • There are no formal pre-requisites and anyone can take the course and exam, but it is especially useful for:
  • Banking and Insurance Professionals
  • Sales Professionals and Product Managers
  • Auditors & Consultants
  • Brokers, Traders and Trading Managers
  • Financial Analysts & Advisors
  • Wealth Managers, Investment Managers, Fund Managers and Assets Managers
  • Finance Professionals
  • Promoters, CEOS, Directors, Branch Managers
  • Fresh Graduates


Skill Level:

Intermediate & Advanced

Materials:

All materials will be provided

Cancellation Policy:

48 hours prior to course start with full refund

Age Requirements:

18 and older

Additional Info:

  • Exam fee is AED 1400 and not included in the test preparation program. The center will assist you in booking the exam
  • The Exam can be taken any time at Prometric Centers in Dubai, Abu Dhabi and other countries

Location:

AB Center
Office number will be shared upon booking
Beside Ibis Hotel, Al Barsha 1, Near Mashreq Metro Station
Al Barsha
Dubai

Register for the class
Schedule
# Sessions
Price
View all dates
This course consists of multiple sessions, view schedule for sessions below:
Saturday
20 APR
7:00PM - 9:30PM
Monday
22 APR
7:00PM - 9:30PM
Wednesday
24 APR
7:00PM - 9:30PM
Saturday
27 APR
7:00PM - 9:30PM
Monday
29 APR
7:00PM - 9:30PM
Wednesday
1 MAY
7:00PM - 9:30PM
Saturday
4 MAY
7:00PM - 9:30PM
Monday
6 MAY
7:00PM - 9:30PM
Wednesday
8 MAY
7:00PM - 9:30PM
Saturday
11 MAY
7:00PM - 9:30PM
Monday
13 MAY
7:00PM - 9:30PM
Wednesday
15 MAY
7:00PM - 9:30PM
Saturday
18 MAY
7:00PM - 9:30PM
Monday
20 MAY
7:00PM - 9:30PM
Wednesday
22 MAY
7:00PM - 9:30PM
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Reviews
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9 ratings

Verónica Tejero
Wed, 29 Jan 2020, 1:56PM
Maha Amer
Tue, 3 Dec 2019, 2:51PM
Elaine Hughes
Sat, 29 May 2021, 1:55PM
"The instructor was knowledgeable however there were no worksheets or examples. "
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