Growing prosperity is increasing the demand for private banking services, whilst the
turmoil in the financial markets demonstrates the need for robust and focused solutions to
help clients withstand market volatility and preserve their wealth.
ICWIM covers the essentials of financial planning, private client asset management, fund
management, advisory functions and investment analysis from a global perspective. You
will learn about the range of assets and investment products available in the market and
you will gain the knowledge to provide financial advice and find appropriate solutions to
meet the investment, retirement and protection planning needs for your clients. ICWIM is
suitable for individuals engaged in private client asset management and fund accounting.
List the main characteristics of order driven markets and quote driven markets and the differences between principal trading and agent trading and On Exchange and Over the Counter
Understand the objectives and benefits of regulation; the main differences between rules based and principles based approaches to financial regulation; the role of the main international regulatory organisations; and how regulations are implemented at a national level
Define the main features of commodity markets, and how the physical characteristics, supply and demand, and storage and transportation issues influence prices:
Understand how national income is determined, composed and measured in both an open and closed economy
Understand how to assess a client’s risk tolerance, capacity for loss, investment experience and the impact of these factors on the selection of suitable investment products
New entrants to financial services
Professionals working in the industry who may be interested in diversifying into wealth management
Staff working in wealth management roles
