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July 2025

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Wealth and Investment Management – (ICWIM)

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.

ICWIM covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. You will 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 your clients.

The Financial Services Industry.
Industry Regulation.
Asset Classes.
Collective Investment.
Fiduciary Relationships.
Investment Analysis.
Investment Management.
Lifetime Financial Provision.

Who should study for Certificate in Wealth and Investment Management?

The qualification’s broad focus on wealth and investment management makes it suitable for a wide audience - from new entrants to financial services to professionals already working in the industry 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.

The ICWIM meets the needs of those firms who want to ensure that staff are able to provide high-quality advice and the qualification can be included into staff induction programmes.

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