CISI – Wealth and Investment Management

Who should study for ICWIM?

ICWIM is ideally suited for staffs working in wealth management roles, which need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice. It is also a very well established qualification that can help students, and aspiring professionals looking to make a career in wealth management domain.

Idealy suits for:

• New entrants to the financial services and insurance industry
• Professionals in banking and insurance sectors
• Who may be interested in diversifying into wealth management.
• Firms wanting to provide high-quality advice – Staff induction programmes

Eligibility to study ICWIM

It is recommended that a prospective candidate should have a reasonable exposure to wealth management