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CISI: International Certificate in Wealth & Investment (ICWIM)


The International Certificate in Wealth & Investment Management (ICWIM) covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.

The qualification will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is an entry level qualification for international candidates working in private banking and wealth management roles.

Who is this Programme for?

The qualification’s broad focus on wealth and investment management makes it suitable for a wide audience – from new entrants to financial services to professionals already working in the industry who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.


There are no entry requirements.

Assessment Structure

  • The total qualification time (TQT) for this qualification is 154 hours.
  • The qualification can be completed by passing a 2-hour examination, consisting of 100 multiple choice questions.
  • The passing mark is 70%.

Your Investment

Package Stakeholder Non Stakeholder
Fee $ 1,110.00 $ 1,210.00


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