International Certificate in Wealth and Investment Management

EQF Level 4

The new 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 you will gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. The new ICWIM replaces the International Certificate in Wealth Management (ICWM) and the International Certificate in Investment Management and is now suitable for individuals engaged in private client asset management (discretionary portfolio management) and fund accounting.


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. 


Awarding Body:

Chartered Institute for Securities & Investments

Study Hours:

130 Hours


2-hour paper consisting of MCQs

Additional Info:



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