The International Certificate in Wealth & Investment Management is suitable for a wide audience – from new entrants to financial services to professionals already working in the industry who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice
Gain a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision
Explore wealth and investment management function from global perspective
Recognize the role of the financial institutions in investment management
Establish a pathway to the higher level International Certificate in Advanced Wealth Management
Become associated with a chartered professional body and take advantage of an extensive range of benefits
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