Exam Preparation

This preparatory course is designed to equip aspiring professionals with the knowledge and confidence needed to successfully achieve the ICWIM by CISI.

Focused on the foundations of wealth and investment management, the course provides an in-depth understanding of essential topics such as financial planning, private client asset management, fund management, advisory functions, and global investment analysis.

With its structured approach, this program serves as a stepping stone to the ICWIM certification, helping students prepare for the exam and excel in the global financial community.

Targeted Industry

• Wealth Management
• Investment Banking
• Asset Management
• Financial Advisory
• Planning
• Hedge Funds
• Private Equity
• Corporate Finance
• Retail and Commercial Banks
• Insurance and Risk Management
• Financial Consultancy

Targeted Audience

• Retail and Commercial Bankers
• Financial Advisors
• Wealth Managers
• Investment Analysts
• Portfolio Mnagers
• Fund Managers
• Private Bankers   
• Financial Planners

Course Outline

1. Chapter 1 (Financial Services Sector)
2. Chapter 2 (Regulations)
3. Chapter 3 (Asset Classes)
4. Chapter 4 (Collective Investments)
5. Chapter 5 (Economics and Investment Analysis)
6. Chapter 6 (Investment Management)
7. Chapter 7 (Credit Relationships)
8. Chapter 8 (Lifelong Financial Planning)

Enjoy free sessions covering the first three chapters on January 6th and 9th, 2025

Course Details:

• Fees: Free session (First 3 chapters)
• Date: 6th & 9th January 2025
• Mode of Training: Online
• Language: English.

Trainers:

Our trainers are industry veterans with extensive experience in banking, financial services, corporate governance, and compliance.

• Mr. Pijush Kanti Das: A seasoned banker with over 30 years of experience in treasury management and compliance. He is an associate member and is certified by CISI.
• Dr. Mahmoud Abdul Karim: A bilingual expert with extensive experience in corporate finance, training, and financial modeling. He is also an associate member and is certified by CISI.

How to Register?

To register, simply fill out the attached form. Don’t miss this opportunity to advance your career with a globally respected certification!

Register Now