CISI International Certificate in Advanced Wealth Management (ICAWM)

CISI International Certificate in Advanced Wealth Management (ICAWM)

About this program

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 advanced investment management tools and work in banking and financial services sectors.

Exam Weighting per Chapter

  • Cash & Money Markets
  • Bonds
  • Equities
  • 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

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