7/10/2025 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.
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.
Targeted Industry
Banking, Insurance, Stock Exchange & Finance
Targeted Audience
Syllabus Summary
The Financial Services Industry | Industry Regulation | Asset Classes | Collective Investment | Fiduciary Relationships | Investment Analysis | Investment Management | Lifetime Financial Provision
Fees: 1500 AED (Inclusive of VAT)
Batch Starts: 10 July 2025 (Tentative)
Mode of Training: Online / Face to Face (Crowe UAE Academy)
Language: English
Registration Link: https://tinyurl.com/ICWMIBATCH2
Trainers:
Our trainers are industry veterans with extensive experience in banking, financial services, corporate governance, and compliance.