The Certificate in International Advanced Wealth Management is a higher-level qualification for experienced wealth managers and investment advisers looking to develop and consolidate their experience at a demonstrable level of professionalism, or those aspiring to become a Chartered Wealth Manager.
The Certificate in International Advanced Wealth Management is achieved by passing the 2 units:
The Certificate in International Advanced Wealth Management is suitable for experienced practitioners working in private banking and wealth management roles, who are looking to develop and consolidate their experience at a higher-level, and/or those looking to become a Chartered Wealth Manager.
International Certificate in Wealth & Investment Management.
| Fee | |
| One time CISI Registration fee: | €65 |
| Registration and certification each paper | €510 |
| Resit each paper | €365 |
Chartered Institute for Securities & Investment (CISI)
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals.
The Certificate in Investment Operations is a global practitioner-led programme for administration and operations staff working in both wholesale and retail firms.
The Diploma in Investment Operations offers practitioners the opportunity to specialise in the administration of investment funds and custody and settlement.
Global Securities Operations offers an introduction to global securities, focusing n the main industry participants, settlement characteristics, other investor services and aspects of taxation and risk.
Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
The Institute of Financial Services (ifs Malta) recently organised its Annual Dinner at the Westin Dragonara Resort, St Julians. The well-established event in the calendar of the financial services sector turned out to be a very successful gathering of key stakeholders from the financial and business community together with those from academia and constituted bodies.
Stay updated with our latest news, course announcements and events. We take your privacy seriously and promise not to share your email with any third parties.
