Why study the International Certificate in Wealth & Investment Management?
Jump to navigation. Our study packages are designed to suit your learning style and availability. Our training includes access to our online portal as part of the package. Materials Course slide pack with summary notes and instructor annotations uploaded onto the portal for post class review. Online Learning Home to a wealth of study resources and question practice, the online portal is available for all candidates studying with us. Support Daily email questions to help you be exam-ready, as well as an online helpdesk where you can post questions to our expert instructors. Exam Practice Chapter question and mock exam book as well as an extensive question bank online with diagnostic tools to analyse your performance and improve your performance.
Jump to navigation. The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice. It's broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management. The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.