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ICWIM Qualification for Wealth Managers in UAE

Join our free workshop to learn about the ICWIM qualification by CISI, an essential program for wealth managers and financial advisors in the UAE. Gain global recognition and equip yourself with best practices in wealth and investment management.

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ICWIM Qualification for Wealth Managers in UAE

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  1. Free Workshop

  2. About Us • Follower of the CFA Institute’s Prep Provider Guidelines Program • Authorized Distributor of Kaplan Schweser in the UAE

  3. Our Financial Training Solutions CISI

  4. Our Partnerships

  5. Our Trainers

  6. About CISI • UK based the Chartered Institute for Securities and Investment (CISI) • One of the largest professional bodies and the professional body of choice for professionals in the securities and investment industry in the UK and in a growing number of major financial centresglobally • Formed in 1992 by London Stock Exchange practitioners • Has a global community of members in 121 countries • Last year more than 41,000 CISI exams were sat in 73 countries

  7. CISI: Range of Courses

  8. CISI in UAE • The two primary regulators in UAE (ESCA and UAE Central Bank) strongly promote CISI qualifications in UAE • Emirates Securities and Commodities Authority (ESCA) which is the regulator for financial markets requires: • All brokers working in a brokerage firm to have cleared: • UAE Financial Rules and Regulations • International Certificate in Securities and Investments (IISI) • Global Securities • All Internal Controllers / Trading Managers working in a brokerage firm need to have cleared: • All of the above 3 and • Operational Risk

  9. CISI in UAE (cont) • All Financial Analysts / Financial Advisors working for any financial services firm regulated by ESCA need to have cleared: • UAE Financial Rules and Regulations • Global Securities • Risk in Financial Services • International Certificate in Wealth and Investment Management (ICWIM)

  10. CISI in UAE (cont) • It is also expected that soon UAE Central Bank will require all Wealth Managers / Private Bankers working for any bank in UAE to have cleared either or both of: • International Certificate in Securities and Investments (IISI) • International Certificate in Wealth and Investment Management (ICWIM) • Keeping this in mind, almost all banks in UAE have taken the initiative and now require all of their Private Bankers / Wealth Managers / Senior Relationship Managers / Branch Managers to have cleared either IISI or ICWIM

  11. About ICWIM • The International Certificate in Wealth & Investment Management (ICWIM) qualification is designed for wealth managers and financial advisors in order to help them understand the range of assets and investment products that are available in the market. • It will equip you with the best practices to provide financial advice and appropriate solutions for client’s investments, retirement and protection planning. • It is a globally recognized qualification and is considered as a Level 3 program under CISI

  12. Key Benefits of ICWIM • Global recognition • ACSI designatory letters • Requires no previous qualifications • Demonstrates to clients a high level of competence amongst staff • Test centers available across the world • Exam can be taken any time of the year • Free CISI Student membership • Provides a sound foundation for those who wish to further develop their abilities by undertaking the CISI’s Masters Program in Wealth Management

  13. ICWIM: Topic Area Weights

  14. ICWIM: Quick Exam Facts • Recommended study time: 130 hours • 100 Multiple choice questions • Computer based exam of 2 hours • Pass marks: 70% • Pass rate: 52% • Test centers around the world (including Dubai and Abu Dhabi) • ICWIM study material and elearning portal provided by CISI upon registration for the exam

  15. ICWIM: Course Schedule

  16. Genesis Resources • Comprehensive Class slides • Genesis Full Length Mock • Genesis Practice Test • Class Video Recordings • E-Learning Portal • Study Groups • Genesis Study Room

  17. Beyond the classroom • Genesis is all about having FUN while studying. In this spirit, we organize study planner sessions, hangout sessions and we are active on Facebook, LinkedIn and Twitter. • Follow us to stay updated and fee free to contribute!

  18. Connect with us KAPLAN GENESIS 10th Floor, Al Odaid Office Tower, Airport Road, Rashed Al Maktoom Street 2, Abu Dhabi +9712 404 7111| 800 346 (FIN) www.kaplangenesis.com Hamad Aslam, CFA Faculty M :+ 971 56 3389210 E: hamad.aslam@kaplangenesis.com

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