Chartered Institute for Securities & Investment

Contact Details

Balistraat 27-a
1094 JB Amsterdam
The Netherlands
Email: admin@icc-edu.nl
Phone: +31 (0)20-665 4163
Helpline: +31 (0)6-4422 4463

The Chartered Institute for Securities & Investment (CISI) was founded in 1992 by London Stock Exchange practitioners. CISI qualifications are globally recognised by a wide range of governments and their regulators. Organisations across the world are using CISI qualifications and membership to ensure that their staff possess the practical knowledge to carry out their job roles and to meet the needs of the regulators. www.cisi.org

International Certificate in Wealth and Investment 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.

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. Its 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.

Assessments

The ICWIM is examined via computer based testing and exams take place throughout the year. The exam consists of 100 multiple choice questions and lasts 2 hours.

Course Delivery
 Classroom TuitionIn-Company Training
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International Introduction to Securities and Investment

The purpose of this course is to develop essential basic knowledge required for professionals working with securities and investments. The course focuses on international markets and provides a global overview of key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life insurance.

After the completion of the course, course participants will sit a comprehensive examination, which, upon successful completion, will lead to the CISI certificate and student membership.

Assessments

International Introduction to Securities and Investment is examined via computer-based testing and exams take place throughout the year. The exam consists of 50 multiple choice questions and lasts 1 hour.

Course Delivery
 Classroom TuitionIn-Company Training
Mode of Delivery:
Number of Sessions:
Exam Training:
Continuous Tutor Support:
Assignments:
Other Benefits:
Course Materials: