International Certificate in Advanced Wealth Management

Level 4 Certificate in Advanced Wealth Management

ESMA/MiFID II compliant

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.

Is the International Certificate in Advanced Wealth Management right for me?

The International Certificate in Advanced Wealth Management is suitable for international candidates working in private banking and wealth management roles. It is the next step after the level 3 International Certificate in Wealth & Investment Management or the International Certificate in Wealth Management (discontinued in 2014).

Key features:

  • Second step in the CISI’s wealth management pathway – it consolidates knowledge gained from the ICWIM and allows progression to the specialist Chartered Wealth Manager Qualification
  • Investigates the key wealth management principles in greater detail without focusing specifically on one jurisdiction
  • Client focused – strong emphasis on the client to help build client confidence and trust
  • Free CISI Student membership – become associated with a Chartered professional body and take advantage of an extensive range of benefits
  • Access to Associate membership and ACSI designatory letters

Qualification Factsheets

Qualification Structure

The International Certificate in Advanced Wealth Management is achieved by passing one multiple-choice exam.

Total Qualification Time:
167 hours

Total Qualification time is a term that Ofqual require awarding organisations to use. It is an estimate of the total time a candidate might typically take to complete the qualification. It includes Guided Learning Hours and any other time a candidate is likely to spend in studying for the qualification.

 

Exam Details

Exam Availability

Pass Mark / Pass Rate

The current pass rate for this exam is and the pass mark is . The exam grades are as follows:

Regulated Qualifications Framework

credits on the Regulated Qualifications Framework are awarded upon successfully passing this exam

Feedback and Appeals

For further details on how to give us your feedback and / or Appeal your result, please refer to our Exam Policies.

Study support

Self-study

A CISI International Certificate in Advanced Wealth Management workbook is required to be purchased when booking the exam. This is to ensure there is one standard workbook from which all exam candidates can prepare. You can also choose to purchase IT in Investment Operations elearning to support your exam preparation.

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Accredited Training Partners

You can choose to complete formal training for our exams with a CISI Accredited Training Partner (ATP).

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Post Qualification Opportunities

Membership

Obtaining the International Certificate in Advanced Wealth Management qualification entitles you to join the Institute at Associate level. As a member of the Institute, you will enjoy the recognition of being a professional in a world of increasing competition. The extensive continuing professional development (CPD) opportunities available through the CISI’s suite of membership benefits ensures financial services practitioners can maintain competence and meet the requirements of firms and the regulator.

Higher Level Qualifications

To further theoretical and practical knowledge upon completion of the International Certificate in Advanced Wealth Management qualifications to take are: