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Why Certificate in Wealth & Investment Management me?

The International Certificate in Wealth & Investment Management is suitable for a wide audience – from new entrants to financial services to professionals already working in the sector 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.

Course Outlines

Key features:

  • Provides a comprehensive introduction to financial planning, professional regulation, investment analysis and lifetime financial provision.
  • Access to Associate membership and ACSI designatory letters
  • Available to all – the qualification has no entry requirements

Exam related information

§2Hours exam-CBT test-100 MCQ-100 marks

§Pass marks-70%-No negative marking

§Pass rate-59%

§Recommended study-140-150 hours

§Can be taken any time of the year

§Prometric Centers-Dubai & Abu Dhabi

§Result declaration online-within 24 hours

Benefits of this qualification/certification

§Global recognition

§High level of competence

§Specialization in the course

§Full study resources

§CISI Student membership


§Pass level 3

All 60 Courses:

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