CISI International Certificate in Advanced Wealth Management (ICAWM)
About the Course
This is a stand-alone, global qualification consisting of a single unit: Applied Financial Advice and Management. The aim of the unit is to ensure that candidates can apply the knowledge, theory and practical techniques required in order to assess a client’s current financial position and future requirements, making suitable investment recommendations, monitoring performance and responding appropriately to changing needs and circumstances.
Who should attend?
Professionals who like to obtain a higher understanding of the UAE Rules and Regulations and work in
banking and financial services sectors.
Exam Weighting Per Chapter
- Cash & Money Markets
- Other Investments
- Collective Investments
- Financial Advice
- Portfolio Management
Why study for this certificate?
- The qualification is a regulatory requirement by the Securities & Commodity Authority for a number of job functions within financial services in the UAE.
- In CISI’s qualification pathway, it can be taken as a stand-alone certificate or part of one of the CISI’s qualifications.
- Candidates become associated with the rules and regulations of the financial industry in the UAE.
SCA Mandated Job Functions
- Investment Manager
- Investment Head