International Certificate in Wealth and Investment Management (ICWIM) India

What is the International Certificate in Wealth and Investment Management (ICWIM) India?ICWIM India has been developed for wealth managers and investment advisors in India to demonstrate understanding of the knowledge required by the National Institute of Securities Markets (NISM) to qualify as a Level 1 Investment Advisor in India.

It meets the needs of those firms who want to ensure that their staff are able to provide high-quality advice and comply with local regulations in India.

Who should study this qualification?This qualification is ideally suited to existing investment financial advisors, wealth advisors and wealth management professionals who currently advise clients in India. It is also suited to post-graduate students and senior practitioners in India who wish to become licensed wealth advisors.

Key features• Indian focused – Provides a comprehensive introduction to

Indian financial services, regulation of markets and investment products.

• Globally-recognised qualification

• Available to all – the qualification has no entry requirements

• Client focused content

• First step in the CISI’s global wealth / retail pathway – you can build upon this qualification by progressing to higher level CISI wealth / retail qualifications

• Examinable by computer based testing

• Free CISI Student membership

• ACSI designatory letters“It is important to equip our Wealth Managers with relevant knowledge which meets international and Indian standards and satisfies client requirements. To that effect professional bodies like CISI demonstrate their commitment through their certification offerings that are well received globally.

Mr Sandip Ghose, Director, National Institute of Securities Markets (NISM)

“The Wealth Management Certification offered by the CISI is an ideal launching pad for a career in Financial Planning and Wealth Management. This certificate not only gives you credibility as a professional but also provides the necessary academic background for providing the best possible service to customers.

Ms Deena Mehta, Managing Director, Asit C Mehta Intermediates Limited

The qualification consists of two exams:

Studying for the International Certificate in Wealth & Investment Management (ICWIM) IndiaYou can self-study for the qualification using the CISI learning manuals. The CISI’s learning manual policy requires, where available, the most up-to-date CISI learning manual to be purchased when booking an exam, including by an Accredited Training Partner (ATP) on your behalf. To find an ATP near you visit cisi.org/atp. Candidates in India will receive the most up-to-date learning manual for that subject in PDF format and this is included in the international exam price.

AssessmentThe qualification is assessed via two multiple-choice question exams and the pass mark is 70% for both exams. The exams are delivered by Computer Based Testing (CBT), ensuring flexible scheduling, instant results and ease of completing the exam on screen.

Test centres are available across India including, Mumbai, Hyderabad and Chenai. Visit cisi.org/cbt to find your nearest CBT test centre.

How to register

Next steps

CISI membershipIf you are not currently a CISI member you will receive free CISI Student membership whilst you study and have access to a wide range of benefits. Upon successful completion of the qualification you will be eligible to become an Associate member of the Institute and you will be entitled to use the designatory letters, ACSI. CISI membership enables you to develop your career, increase your competence and maintain the highest standards of integrity. You can ultimately strive to achieve personal chartered status, the pinnacle of CISI membership. Visit cisi.org/membership

Higher level CISI qualifications• International Certificate in Advanced Wealth Management (ICAWM)

• Chartered Wealth Manager Qualification - the qualification offers wealth managers (including discretionary portfolio managers, private bankers, IFAs and others dealing with high net worth clients) a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients. cisi.org/cwmq

cisi.org/icwimindia +65 64385007 icwimindia@cisi.org

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Step 1: Register via completing the booking form at cisi.org/icwimindia

by phone – +65 64385007 via email – icwimindia@cisi.org

Step 2: Update your results preferences at cisi.org/resultsdashboard

Visit cisi.org/prices for current prices

Wealth and Investment Management (India)

1 hour exam consisting of 50 questions

The Wealth and Investment Management (India) unit provides a comprehensive overview of financial services in India from a macroeconomic perspective,

introducing candidates to the complex nature of financial services products and

regulation of markets in India.

The exam explores Indian savings, investment products and financial

planning calculations and tools. It also covers the key aspects of pensions,

financial protection, taxation and estate planning in India.

International Certificate in Wealth and Investment

Management2 hours exam consisting of 100 questions

The International Certificate in Wealth and Investment Management unit covers the

essentials of financial planning, private client asset management, fund management,

advisory functions and investment analysis from a global perspective.

The exam covers the range of assets and investment products available in the market. Candidates will gain the

knowledge to provide financial advice and find appropriate solutions to meet

the investment, retirement and protection planning needs of clients.

+ =International Certificate in Wealth and Investment

Management (ICWIM) India