About CISI-the Certifying Body-UK

The CISI (Chartered Institute of Securities and Investment) is the largest and most widely respected professional body in UK awarding perfect qualifications to those who work in securities and investment industries ensuring that the practitioners in the financial services industry attain the competence they need.

What is ICWIM?

The ICWIM certification course is relevant for professionals in wealth and investment management. SCA, the regulator, is mandating this certification course to be obtained by the professionals in the financial services sector who manage the wealth of their clients.

Course Cover in ICWIM Level-3

The course covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective, range of assets available in the market such as equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life assurance retirement and protection planning and lifetime financial provision etc.
Taken as a stand-alone qualification.
Free CISI Student membership
ACSI Designatory letters
Available to all, no entry level qualification required.

For whom the ICWIM Level-3 course is?

Banking and Insurance Professionals

Sales Professionals and Product Managers

Auditors & Consultants

Brokers, Traders and Trading Managers, Compliance Officers

Financial Analysts & Advisors

Wealth Managers, Investment Managers, Fund Managers and Assets Managers

Finance Professionals

Promoters, CEOs, Directors, Branch Managers

Fresh Graduates

Pre-requisites:

No previous skills or qualifications

Benefits of this qualification/certification:

Global recognition

High level of competence

Specialization in the course

Full study resources

CISI Student membership

ACSI designatory Letters

Your Steps to earn this certification course.

Enroll with ELEGANT for Training and exam preparation.

Register with CISI and book your exam-we will assist you.

Exam Fee AED 1400 Approx.

Appear for the exam-anytime, result same time.

Get your Certificate!

Earn your designatory letters-ACSI.

Our Training Methodologies and what we provide:

Physical in person and Online Live Classes

Total Duration of the training-30-35 hours

Special Study Materials prepared by ELEGANT.

Text Materials from CISI

Past Questions & Answers review

Mock Tests for each Chapter

Recorded Classes

Unlimited sessions

Exam Format:

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

10% extra trial questions

Pass marks-70%-No negative marking.

Pass rate-55-60%

Recommended study-150-160 hours.

Can be taken any time of the year.

Prometric Centers-Dubai & Abu Dhabi and all other countries

Result declaration same time

8 CPD hours on successful completion

Exam Syllabus/Course Outlines:

The Financial Services Industry – 4 Marks

Industry Regulation – 5 Marks

Assets Classes and Financial Assets – 14 Marks

Collective Investments – 7 Marks

Economic and Investment Analysis – 21 Marks

Investment Management – 15 Marks

Investment Advice – 21 Marks

Lifetime Financial Provision – 13 Marks

Training Duration:

30-35 hours-Weekend and weekdays class as per your convenience.

Fees:

Negotiable-Please call/visit us

No of Students trained= 550 +

Our students are from:

UAE, KSA, Oman, UK
HSBC, Standard Chartered, Citi, RAK, Noor Bank, FAB, DIB, EIB
Takaful, Orient Insurance, DFM

Our trainers:

Are experts in the field of finance and investment.

30 years of Industry and Training Experience

Their qualifications are CA, CPA, CFA, CMA, ACSI, DipIFR

Our other CISI/Banking/Financial Courses:

IISI-Introduction to Investment and Securities-Level 1

Fundamentals of Financial Services-Level 2

ICWIM-Level 3

International Certificate in Advanced Wealth Management-Level 4

Securities

UAE Financial Rules & Regulations

Risks in Financial Services

Operational Risk

DIFC Financial Rules and Regulations

Financial Courses-CFA, CPA, CMA, ACCA, CA, IFRS

How to start your training with us?

Fill in the enrolment form.

Make the payment.

We will send you the presentation slides.

Then you are ready for class

About ELEGANT TRAINING:

At ELEGANT Training, we provide educational training to professionals and management personnel improving their career, skills, expertise, competence and business performance. We specialize in affordable and effective face-to-face training in a variety of courses to meet the needs of today’s business. We believe in relevant and adequate training by expert professionals for individuals as well as corporate clients.

Why Choose ELEGANT?

Comprehensive Classroom training

Materials including presentation slides

Practical example and case studies

Mock tests

E-Learning support tools

Study until you pass

Flexible timings/weekend classes

Assistance in placement

Flexible payment plans

KHDA approved