International Certificate in Wealthand Investment Management (ICWIM)

CISI Exam Training Solutions

The International Certificate in Wealth & Investment Management (ICWIM) is a certification for professionals working in wealth management and financial advisory departments to help understand the range of assets and investment products that are available in the market.

This program will equip you with best practices to provide financial advice and appropriate solutions for client investment, retirement and protection planning.

ICWIM is a globally recognized benchmark certification for those who want to develop a thorough understanding of how to deliver wealth management advice.

The financial regulators in UAE require ICWIM certification for the following professionals:

• Financial Analysts• Investment Analysts• Financial Advisors

• Wealth Managers• Private Bankers• Trading Managers

ICWIM Program

Roadmap to earn the ICWIM certification

Exam Syllabus Structure

Element No

Examination specification 100 multiple choice questions

Element Questions

The Financial Services Industry 15

9

9

8

19

10

15

15

1

2

3

4

5

6

7

8

100

Industry Regulation

Asset Classes

Collective Investments

Fiduciary Relationships

Investment Analysis

Investment Management

Lifetime Financial Provision

Total

Our training course offers a comprehensive solution to prepare you for the ICWIM exam with emphasis on fundamental concepts along with practical examples and problem solving.

Kaplan Genesis is a leading provider of professional development solutions managed by highly qualified and experienced professionals passionate about the delivery of relevant, high quality and effective education.

Kaplan Genesis aims to support you with an integrated approach for all your ICWIM training needs. You will receive preparation and training from an organization that has local expertise with global educational resources and follows international best practice.

Kaplan is a global education provider

in over 400 locations

One Full length mockexam (online)

36-40 hours of live classroom training

Kaplan Genesis slidepack (print & e-version)

Online access topre-recorded lectures

Three doubt clearingsessions

In-class problemsolving

Leading finance training provider

in the region with exceptional

pass rates

Kaplan has delivered courses to over 1 million

students globally

The Kaplan Genesis Experience

Training Solutions

Highly recommend Kaplan Genesis! The trainers are exceptional. They guide and motivate the students from the very first class. Honestly I owe my success to the team!

Bhanu Kumar

Abu Dhabi Tel: +971 2 414 6601Al Odaid Office Tower, 10th Floor, Airport Road, Rashid Al Maktoum St 2,

P.O.Box 128161, Abu Dhabi, UAE

Dubai Tel: +971 4 554 6184

Office #2401, Vision Tower, Business Bay, Al Khaleej Al Tejari St

P.O.Box 501715, Dubai, UAE

Kaplan began in 1938 as one student and one instructor and has now become one of the world’s largest diversified education companies working with thousands of companies to deliver courses to

more than 1 million students globally.

www.kaplangenesis.com

Contact us

Kaplan’s Global Reach

All our trainers are highly qualified and bring a wealth of industry experience and knowledge to the classroom.

Yasir Ali, CFA, ACCA, CIMA, FRM, CMAOver 14 years of experience inimplementation of foreign investment appraisal, risk management andpreparing financial models.

Vishal Iyer, CFAOver 10 years of experience in corporate finance; involving the development of derivative strategies, working capital,cash flow and risk management.

Karan Sharma, CFAOver 8 years of experience in M&Aadvisory, financial modelling, buy side equity research, advanced excel andfinancial statement analysis.

Hamad Aslam, CFAOver 11 years of experience in economic research, equity markets, investment analysis, financial modeling, valuation and portfolio management.

Our Trainers

facebook/KaplanGenesis linkedin/KaplanGenesis

youtube/KaplanGenesis@KaplanGenesis

@kaplangenesis