Exam Preparation: International Certificate in Wealth and Investment Management (ICWIM) – CISI

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: January 2026

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

Language: English

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

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.