Exam Preparation 

The foundations (ICWIM) include the modern International Certificate in Wealth and Investment Management for financial planning, client private asset management, fund management, advisory functions, and investment analysis from a global perspective. This global perspective broadens your understanding and makes you part of a larger financial community. (ICWIM) The International Certificate in Wealth and Investment Management is suitable for individuals working in the client asset management and fund accounts sector.

About The Trainer

Our trainers are experienced professionals with a wealth of knowledge in global securities and operations. They provide invaluable insights into industry practices, helping candidates build a comprehensive understanding of securities operations and enhance their professional skills.

Methodology

• Physical in-person
• Mock Test for each chapter
• The total duration of the training is 36 hours.
• Special study materials prepared by Crowe Academy
• Coaching session to teach the trainees how to use the CISI Revision Express
• Devoted Tutor Assistance: Proficient instructors are accessible through dedicated WhatsApp groups or live chat during classes to address inquiries and provide progress appraisals.

Curriculum Summary

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

Delivery Language

English

Target Groups

Bankers, financial advisors, wealth managers, investment analysts, portfolio managers, fund managers, private bankers, and financial planners.

Target Sector

Wealth management, investment banking, asset management, financial advisory and planning, hedge funds, private equity, corporate finance, retail and commercial.

Training Times

On weekdays and weekends

Trainers

Pijush Das
(ACSI, IOC)
Trainer
Crowe UAE Academy

Dr. Mahmoud Abdul Karim
(MBA, ACSI, FMVA, KYCS, PhD, IOC)
Trainer
Crowe UAE Academy

Registration