Jul 07, 2019 - Jul 11, 2019

International Certificate in Advanced Wealth Management (ICAWM)

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Enroll for this course
July 7, 2019
9am - 5pm

About the Course

The International Certificate in Advanced Wealth Management is a new higher level qualification which consolidates knowledge gained from the level 3 International Certificate in Wealth and Investment Management (ICWIM). It explores the range of assets and investment products available in the market at an advanced level and you will learn how to assess a client’s current financial position, make suitable investment recommendations, and respond appropriately to the changing needs of the client and circumstances of the market.

Who should attend | Target Audience

It is the next step in the CISI’s wealth management pathway and is suitable for candidates who have completed the level 3 International Certificate in Wealth & Investment Management.

Key Benefits | ICAWM

  • Second step in the CISI’s wealth/retail pathway – it consolidates knowledge gained from the ICWIM and allows progression to the specialist, Chartered Wealth Manager Qualification
  • Global qualification – provides advanced knowledge of the key wealth management principles without focusing specifically on one jurisdiction
  • Client focused – strong emphasis on the client to help build client confidence and trust
  • Examinable by Computer Based Testing – providing candidates with the flexibility to sit the exam all year
  • Free CISI Student membership – become associated with a Chartered professional body and take advantage of an extensive range of benefits.
  • ACSI designatory letters

What you will learn

  • The macro-economic context of investment advice and planning
  • The main asset classes; characteristics and applications
  • The main investment products; characteristics and applications
  • Identification, measurement and assessment of investment risks and returns
  • Portfolio planning, construction, review and maintenance• Provision of investment advice including the ability to analyse clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives

Element 1 Cash and Money Markets

1.1 Cash Deposits

1.2 Money Market Funds

Element 2 Bonds

2.1 Characteristics and Types of Bonds

2.2 Risk and Return

2.3 Bond Analysis

Element 3 Equities

3.1 Characteristics and Types of Equities

3.2 Risk and Return

3.3 Equity Analysis

Element 4 Other Investments

4.1 Foreign Exchange

4.2 Property

4.3 Derivatives

Element 5 Collective Investments

5.1 Open ended Funds

5.2 Exchange Traded Funds

5.3 Closed ended Funds

5.4 Life Assurance based investments

5.5 Alternative Investment Funds

5.6 Fund selection and fund provider research

Element 6 Financial Advice

6.1 Customer due diligence (CDD)

6.2 Investment Advice Process

6.3 International Considerations

6.4 Trusts and Foundations

Element 7 Portfolio Management

7.1 Risk and Return

7.2 Asset Allocation

7.3 Investment management

7.4 Evaluating investment performance

Karim Mansour

Tadawul Academy

Karim Mansour founded Tadawul Academy in 2014 and saw it grow to be a leading training provider for CISI and investment-focused programmes in the GCC.    An established finance professional, Karim has a track record of delivering training in the UAE, Qatar and West Africa (Sierra Leone and Liberia) in    three languages: English, Arabic and Krio.

Karim founded the Banker Middle East Intelligence Unit as part of his CFO function at CPI Financial. He also authored the esteemed BME 100 annual analytical    publication for the years 2012, 2013 and 2014.