Program Highlights

Accreditation

You need to give CISI exam to get accredited
Certificate.

Global Relevance

Applicable across banking, wealth management, investment advisory, and financial planning roles.

E-Learning Access

Flexible, self-paced digital modules designed for professionals worldwide.

Certification Pathway

A stepping stone to advanced CISI qualifications in investment management, compliance, and risk.

Access & Enrollment

Free Trial

Try the course for free – [Create your free account on our E-Learning portal].

Subscription Activation

After purchasing a subscription, your access will be activated within 24 hours.

Email Access

Please use a valid email when placing your order. (Check your Spam folder in case you don’t see the activation email).

Renewal

When your subscription expires, you can extend it anytime by placing a new order.

Study Material (Workbook Requirement)

The CISI workbook is mandatory for exam preparation.

The workbook is not provided by us, as per CISI regulations.
You will receive the workbook as a PDF directly from CISI when purchasing the exam from them.
We strongly recommend studying the workbook thoroughly before attempting the exam.

Delivery Format

Mode

100% E-Learning
(self-paced modules).

Support

Knowledge checks, practice questions, and digital resources.

Live Classes

Not offered for individuals. Available only for corporate clients upon request.

Who Should Enroll?

This certification is ideal for:

Key Benefits

By completing this program, learners will be able to:

Understand global financial markets, investment products, and advisory frameworks.
Apply core principles of portfolio management, asset allocation, and wealth planning.
Strengthen compliance awareness and ethical standards in wealth management.
Prepare confidently for the CISI ICWIM exam and advance toward higher-level certifications.

Flexible Learning Options

Delivery & Assessment

Format: Live sessions, self-paced modules, or in-person corporate workshops.
Assessment: Simulation results, project charter submission, and case study
evaluation.

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CISI International Certificate in Wealth & Investment Management (ICWIM) – English