Why study the International Certificate in Advanced Wealth Management?
The International Certificate in Advanced Wealth Management is a higher level pathway for wealth management professionals who have achieved the level 3 International Certificate in Wealth and Investment Management (ICWIM).
It explores the wide range of assets and investment 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 the 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 maintenance and the provision of investment advice including the ability to analyse clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives.