International Certificate in Wealth & Investment Management India

Why study the International Certificate in Wealth & Investment Management India?

The International Certificate in Wealth & Investment Management (ICWIM) India is a bespoke qualification aimed at investment and wealth management practitioners and others dealing with high net worth clients who require the knowledge required by the National Institute of Securities Markets (NISM) to qualify as an Investment Advisor in India, in order to provide high-quality advice to clients and firms specifically in India.

The qualification introduces candidates to financial services and regulation of markets in India. It provides a comprehensive introduction to Indian savings and investment products, financial planning calculation and tools, investment analysis, lifetime financial provision and tax and estate planning in India.

Is the International Certificate in Wealth & Investment Management India right for me?

The International Certificate in Wealth & Investment Management India is suitable for wealth and investment professionals in India who need to demonstrate their knowledge of Indian financial services and regulatory systems and who currently advise clients.

It is also suited to postgraduate students and senior practitioners in India who wish to become licensed wealth advisors.

Key features:

  • India focused – provides a comprehensive introduction to Indian financial services, regulation of markets and investment products
  • Developed in conjunction with the National Institute of Securities Markets (NISM)
  • Available to all – the qualification has no entry requirements
  • First step in the CISI’s global wealth management pathway for practitioners in India – you can build upon this qualification by progressing to the International Certificate in Advanced Wealth Management
  • Free CISI Student membership – become associated with a Chartered professional body and take advantage of an extensive range of benefits
  • ACSI designatory letters

Qualification factsheet

Qualification Structure

The International Certificate in Wealth & Investment Management India is achieved by passing two, multiple-choice exams. Select an exam to view more details.

Wealth and Investment Management (India)
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International Certificate in Wealth and Investment Management
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International Certificate in Wealth and Investment Management (ICWIM) India


 

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

CISI workbooks are required to be purchased when booking each exam. This is to ensure there is one standard workbook from which all exam candidates can prepare. You can also choose to purchase 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

After completing the International Certificate in Wealth & Investment Management India qualification you can join the Institute as an Associate member and attain the designatory letters, ACSI. 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 Wealth & Investment Management India qualification, higher level qualifications to take include: