International Certificate in Wealth & Investment Management India (Level 3)

Why study the International Certificate in Wealth & Investment Management India?

The International Certificate in Wealth & Investment Management (ICWIM) India is a bespoke qualification aimed at investment and wealth management practitioners and others dealing with high net worth clients who require the knowledge required by the National Institute of Securities Markets (NISM) to qualify as a Level 1 Investment Advisor in India, in order to provide high-quality advice to clients and firms specifically in India.

The qualification introduces candidates to financial services and regulation of markets in India. It provides a comprehensive introduction to Indian savings and investment products, financial planning calculation and tools, investment analysis, lifetime financial provision and tax and estate planning in India.

Is the International Certificate in Wealth & Investment Management India right for me?

The International Certificate in Wealth & Investment Management India is suitable for wealth and investment professionals in India who need to demonstrate their knowledge of Indian financial services and regulatory systems and who currently advise clients.

It is also suited to postgraduate students and senior practitioners in India who wish to become licensed wealth advisors.

Key features:

  • India focused – provides a comprehensive introduction to Indian financial services, regulation of markets and investment products
  • Developed in conjunction with the National Institute of Securities Markets (NISM)
  • Available to all – the qualification has no entry requirements
  • First step in the CISI’s global wealth management pathway for practitioners in India – you can build upon this qualification by progressing to the International Certificate in Advanced Wealth Management
  • Free  CISI Student membership  – become associated with a Chartered professional body and take advantage of an extensive range of benefits
  • ACSI designatory letters

Become qualified to give financial advice on retail investments:

Level 2

Fundamentals of
Financial Services
+

Level 3

Fundamentals of
Financial Services

+

Fundamentals of
Financial Services
+

Level 4

International
Certificate in wealth & Investment Management+

International
Cert in wealth & Investment Management(India)

Level 5

Fundamentals of
Financial Services
+

Fundamentals of
Financial Services
+

Level 6

Fundamentals of
Financial Services
+

Fundamentals of
Financial Services
+

Level 7

Fundamentals of
Financial Services
+

Is the International Certificate in Wealth & Investment Management right for me?

International Certificate in Wealth & Investment Management(Level 3)

Why study the International Certificate in Wealth & Investment Management?

The International Certificate in Wealth & Investment Management 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.

Is the International Certificate in Wealth & Investment Management right for 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.

Key features:

  • Provides a comprehensive introduction to financial planning, professional regulation, and investment analysis and lifetime financial provision.
  • Available to all – the qualification has no entry requirements
  • First step in the CISI’s global wealth management pathway – you can build upon this qualification by progressing to the higher level International Certificate in Advanced Wealth Management
  • Free  CISI Student membership  – become associated with a Chartered professional body and take advantage of an extensive range of benefits
  • Access to  Associate membership and ACSI designatory letters
  • Meets the  ESMA appropriate qualification requirements  for investment advisers

Total Qualification Time: 154 hours

Total Qualification time is a term that Ofqual require awarding organizations to use. It is an estimate of the total time a candidate might typically take to complete the qualification. It includes Guided Learning Hours and any other time a candidate is likely to spend in studying for the qualification.

International Certificate in Wealth & Investment Management Actual Price First Sitting Resit
International Certificate in Wealth & Investment Management £306.00 £223.00*
Wealth & Investment Management (India) £205.00 £122.00*

“Students enrolled with Excelligent India will get special discount on the above 2 exams to qualify for ICWIMI”.

Post Qualification Opportunities

Membership

After completing the International Certificate in Wealth & Investment Management India qualification you can join the Institute as an  Associate member  and attain the designatory letters, ACSI. As a member of the Institute, you will enjoy the recognition of being a professional in a world of increasing competition. The extensive continuing professional development (CPD) opportunities available through the CISI’s suite of  membership benefits  ensures financial services practitioners can maintain competence and meet the requirements of firms and the regulator.