Programme Brief

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.


Who should attend?

The International Certificate in Wealth & Investment Management is an entry level qualification for international candidates working in private banking and wealth management roles. The programme’s broad focus 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.

What's more, through the partnership between CISI and ACCA, ACCA members and affiliates can join CISI without having to pay an initial membership joining fee (worth up to £50).


Certification

The Chartered Institute for Securities & Investment (CISI) is the leading professional body for those who work in, or aspire to work in, the investment sector, and they are passionately committed to enhancing knowledge, skills and integrity – the three pillars of professionalism at the heart of their Chartered body. Formed in 1992 by London Stock Exchange practitioners, CISI has a global community of more than 40,000 members in 121 countries.


Click here to see the content and structure of the CISI ICWIM programme.


  • 40 contact hours; 13 weeks
  • Champs Fleurs

There are no formal entry requirements for this qualification. It is intended for new entrants who are beginning their career in the financial services industry.

No formal prerequisite qualifications are required to register for this programme. To confirm your registration, complete an SBCS Registration Form, and note that:

  • All information is subject to change.  It is advisable to confirm all information before registering.
  • Registration for this programme can be done at any of our campus locations.
  • Payment of fees can be made by linx, credit card or cheque as SBCS employs a CASH FREE policy.
  • An administration fee of one hundred and fifty dollars ($150.00) is payable on registration, along with tuition fee ($5,000.00).
  • CISI Registration Fee – £32
  • CISI Exam Fee – £306.

SBCS’ Accountancy Training and Education Centre (ATEC) Team consists of:

  • Ms. Malini Bridglalsingh – Manager
  • Ms. Melissa Edwards – Senior Course Administrator

 

This team is committed to providing you, our students, with prompt and efficient support for your programme, which you as an SBCS student deserve.  We can be contacted at 663-7227 Ext: 1010 – 1013.  However, we encourage you to contact us via e-mail (atec@sbcs.edu.tt), if you are unable to contact us via phone.

About the Examination

The International Certificate in Wealth and Investment Management is examined via computer based testing and exams take place throughout the year.

The exam consists of 100 multiple choice questions and lasts 2 hours.

Candidates sitting the exam by Computer Based Testing may have, in addition, up to 10% additional questions as trial questions that will not be separately identified and do not contribute to the result. Candidates will be given proportionately more time to complete the test.

The objective of the examination is to provide a test of competence for individuals engaged in private client asset management (discretionary portfolio management) and fund management. It will test candidates’ knowledge and understanding of the following elements:

  • The Financial Services Industry
  • Industry Regulation
  • Asset Classes
  • Collective Investments
  • Fiduciary Relationships
  • Investment Analysis
  • Investment Planning
  • Lifetime Financial Provision