International Certificate in Advanced Wealth Management

EQF Level 5

The International Certificate in Advanced Wealth and Investment Management is a higher level pathway for wealth management professionals who have achieed the EQF Level 4 International Certificate in Wealth and Investment Management (ICWIM).

It explores the wide range of assets and investmnet products available in the market at an advanced level. You will gain the knowledge to assess a client's current financial position, make suitable investment recommendations, and respond appropriately to the changing needs of teh client and circumstances of the market. It covers the macro-economic context of investment advice and planning, the main asset classes, the main investment products, identification, measurement and assessment of investment risks and returns, portfolio planning, construction, review and maintanenance and the provision of investment advice including the ability to analyse client's circumstances and apply suitable investment product recommendations to meet client-led objectives.

The International Certificate in Advanced  Wealth Management is a stand-alone, global  qualification consisting of a single unit:  Applied Financial Advice and Management.

The aim of the unit is to ensure that candidates can apply the knowledge, theory and practical techniques required in order to assess a client's current financial position and future requirements, making suitable investment recommendations, monitoring performance and responding appropriately to changing needs and circumstances.

Awarding Body:

Chartered Institute for Securities & Investments

Study Hours:

140 hours


Computer based test (CBT) consisting of 80 questions

Additional Info:



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