cisi international certificate in wealth & investment management … · 2019. 12. 9. · cisi...
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CISI International Certificate in Wealth & Investment Management
(ICWIM) 16– 18 March 2020
The International Certification 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. Delegates learn about the range of assets and investment products available in the market and gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs for their clients. This programme incorporate “Blended Learning” which includes online resources as well as classes to achieve its learning objectives.
CPD Points: 24
Syllabus Summary
• The Financial Services Industry
• Industry Regulation
• Asset Classes
• Collective Relationships
• Fiduciary Relationships
• Investment Analysis
• Investment Management
• Lifetime Financial provision
Key Features
Prepare for a career in Wealth Management
• ICWIM provides a comprehensive introduction to financial planning industry
regulation, investment analysis and lifetime financial provision
Available to all
• Qualification has no entry requirements
Globally focused
• Provides knowledge of the key wealth management principles without focusing
specifically on one jurisdiction
Free CISI student membership
• Become associated with a Chartered professional body and take advantage of an
extensive range of benefits
Important note:
• The International Certificate will be awarded to participants upon passing the
examination
• The Examination fee is available separately
Programme Leader: Chris
Chris has over 20 years experience in financial services. He began his career in
securities services, where he gained a broad knowledge of operational areas and
the inherent risks. Chris progressed to client relationship management, where his
expertise and knowledge was used to service a global client-base, often
addressing and resolving operational risk issues. Chris worked for a number of
leading financial institutions including: HSBC, Deutsche Bank and Thomson Reuters.
Chris moved into training over 15 years ago and has worked with graduates, new
starters, and operations staff at all levels, helping them to understand the many
complex concepts that exist within the financial markets. He delivers tailored
financial markets training and professional qualifications. In this regard Chris is a
leading facilitator for a wide range of the Chartered Institute for Securities and
Investments (CISI) qualifications.
Chris has taught around the world, where his exceptional ability to explain complex
concepts in a clear and concise manner makes him the ideal choice for deliver to
audiences for whom English is a second language.
Chris prides himself on having passed many of the qualifications which he teaches.
He is a Chartered Member of CISI for whom he is also an external technical expert
and invited to sit on a number of their exam panels.
CISI International Certificate in Wealth
and Investment Management (ICWIM)
16—18 March 2020
PROGRAMME FEES
Exam will be on the 9 April 2020
IMPORTANT NOTE
Stakeholders are participants from MOFE,
AMBD and all domestic banks in Brunei
Darussalam.
TERMS AND CONDITIONS
• The Programme fee is inclusive of
workshop material(s), refreshment and
certificate upon passing the examination
• Payment must be made upon receipt of
invoice issued by CIBFM.
• CIBFM operates a strict NO CANCELLATION
POLICY once the receipt of registration has
been issued. However, CIBFM will welcome
and accept replacements.
• CIBFM reserves the right to amend, change
or cancel the programme at any given time.
We will immediately notify participants and
organisations if any such changes are to be
made.
Please email your completed form to
By 16 January 2020
Stakeholders Non-stakeholders
$4600 $5700 Class
$1050 $1150 Exam
Please Register here:
1 Name
IC Number
Position Department Email Telephone 2 Name
IC Number
Position Department Email Telephone 3 Name
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Position Department Email
Telephone
Approved by:
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Name
Position
Department
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SBS REDEEMABLE 20% FOR STAKEHOLDERS