The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice.
DurationThe ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice.
It's broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.
The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.
Syllabus:
Fitch Learning partner with clients to elevate knowledge and skills and enhance conduct.
With centers in London, New York, Singapore, Dubai and Hong Kong; we are committed to questioning and understanding client needs across the globe and on the ground locally. Our people advise and build learning solutions to accelerate the achievements of the individual, and the company across the entire employee lifecycle.
We train over 3,000 candidates towards the CFA® Program exams every year. With the largest full-time CFA Program training faculty worldwide, we know what is needed to pass.
This course focuses on developing your understanding of wealth management, tax planning and longer-term investing.
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