4/8/2025 10:00 AM
5/16/2025 10:00 AM
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 Managers
- Fund Managers
- Private Bankers
- Financial Planners
Course Outline
- 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)
Course Details:
- Fees: 1500 AED (Inclusive of VAT)
- Date: April 8th to May 16th 2025
- Mode of Training: Online / Face to Face (Crowe UAE Academy)
- 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 modelling. 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!
Registration here
