Exam Preparation: ICWIM

Prepare confidently for the CISI International Certificate in Wealth & Investment Management (ICWIM) with a structured exam preparation course designed to help you pass. This CISI exam prep programme builds the knowledge and exam technique required for wealth managers, private bankers and investment advisers working in global and regional markets.

ICWIM provides a global overview of financial planning, private client asset management, fund management, advisory functions, and investment analysis. You’ll explore various asset classes and investment products and gain the knowledge to offer tailored financial advice for investment, retirement, and protection planning. Ideal for professionals in private client asset management and fund accounting.

Benefits of CISI ICWIM for career growth

The CISI International Certificate in Wealth & Investment Management (ICWIM) can significantly strengthen employability, credibility and long‑term progression in wealth and investment roles, especially in private banking and advisory positions. It acts as a recognised benchmark of technical competence and professionalism that supports entry into the industry as well as progression to higher‑level CISI qualifications.

• Stronger employability and job access
• Solid technical and client skills
• Recognition, membership and professionalism
• Platform for further qualifications and promotion
• Relevance in competitive markets (e.g. UAE)

Targeted Industry

Banking, Insurance, Stock Exchange & Finance. Also, from other industries who are planning to switch.

Targeted Audience

• Candidates working in private banking and wealth management roles.
• Available to all – the qualification has no entry requirements
• From new entrants to financial services to professionals already working in the industry

Syllabus Summary

The Financial Services Industry | Industry Regulation | Asset Classes | Collective Investment | Fiduciary Relationships | Investment Analysis | Investment Management | Lifetime Financial Provision

Fees: AED 1500 (Inclusive of VAT)

Batch Starts: 30 April 2026, Thursday

Mode of Training: Online / Face to Face (Crowe UAE Academy)

Language: English

Registration Link: https://tinyurl.com/croweicwmi2026

Trainer: Mr. Pijush Kanti Das A seasoned banker with over 30 years of experience in Risk Management and Compliance. He is a Certified AML Specialist (CAMS), Certified Financial Crime Specialist (CFCS) and Global Sanctions Specialist. He is an associate member and is certified by CISI.

Benefits of studying ICWIM with Crowe UAE Academy:

• Dedicated focus on CISI wealth and investment management qualifications, aligning teaching with current global and regional market practice.
• Flexible delivery options (evening, weekend or corporate in‑house; face‑to‑face in Dubai or live online) to match busy professional schedules.
• Access to an integrated learning platform with 24/7 resources, question banks, diagnostic tools and progress tracking so you always know where to focus.
• Support from instructors who provide individual feedback on mock exams and personalised study plans up to your scheduled ICWIM exam date.
• Preparation that not only targets exam success but also builds practical skills you can use immediately in client meetings, portfolio reviews and advisory work.