Exam Preparation International Certificate

Exam Preparation International Certificate in Wealth & Investment Management

Locations: Online
Start Date:

7/10/2025 10:00 AM

End Date:

Exam Preparation International Certificate

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

  • 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: 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.

  • Mr. Pijush Kanti Das: A seasoned banker with over 30 years of experience in treasury management and compliance. He is an associate member and is certified by CISI.
  • Dr. Mahmoud Abdul Karim: A bilingual expert with extensive experience in corporate finance, training, and financial modelling. He is also an associate member and is certified by CISI.

Contact Us


Dawn Thomas
Dawn Thomas
Partner - Governance Risk & Compliance
Pijush Das
Pijush Das
Partner – Governance, Risk & Compliance and Academy