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.
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.
There are no specific entry requirement
Step 1: Download registration form (intake currently closed)
Step 2: Fill in and send by email to [email protected]
Step 3: Effect payment
Step 4: Upon receipt of payment registration is processed
| Title: CISI International Certificate in Wealth & Investment Management | Fee |
| CISI one time registration Fee | €65 |
| Registration and certification | €485 |
| Resit Fee | €345 |
Get Qualified is an initiative that supports the personal development of individuals for the achievement of qualifications and certifications required by industry. The incentive is applicable to individuals following a course of studies leading to a certification, diploma, degree or post-graduate degree courses. Upon successful completion the student will benefit from up to 70% tax credit enabling them to recover part of the costs incurred.
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.
Candidates are advised to allocate approximately 154 hours to prepare for the exam
Exam is a two-hour, 100 multiple choice question paper
This certificate has been specifically designed to provide students with a direct-entry route into the financial services industry. This programme is ideal for juniors starting their career within the financial services sector.
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 for Financial Advisers (DipFA) is a highly relevant programme of study that develops the knowledge required and enhances skills and practical understanding needed to operate in the field of financial advice.
Private Client Investment Advice & Management (PCIAM) enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.
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