This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. It is the first step in the CISI’s qualification pathway, and it is taken by many practitioners as it is the foundation exam for higher level CISI qualifications.
The qualification covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages, life assurance and protection insurance.
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.
The Risk in Financial Services qualification is a comprehensive global introduction to the major risk areas in financial services. It provides a sound grounding in the principles of the risk management framework and corporate governance and risk oversight. It covers specific techniques used in identifying, reducing and managing operational risk, credit risk, market risk, investment risk and liquidity risk.
This qualification is suitable for practitioners dealing in securities and/or derivatives. This entry-level programme for the Capital Markets / Wholesale Sector is increasingly used as a benchmarking tool by major banks and investment firms to ensure that staff possesses practical knowledge that can be immediately applied to business activities. No previous qualifications are required.
The IFQ is a global qualification which covers Islamic finance from both a technical and a Sharia perspective. Developed by industry experts, the qualification will equip you for success in this rapidly developing field. It provides an understanding of the influence of Sharia’a in a business context and prepares candidates to hold key positions in the Islamic finance and Takaful (Islamic insurance) industries.
The qualification is available worldwide and both the exam and learning manual are produced in English and Arabic.
This exam has been significantly revised and updated. It seeks to ensure that candidates have a basic knowledge of the regulations and practices relating to combating financial crime.
The Global Financial Compliance qualification addresses techniques used to implement a successful compliance function in a firm. It provides a comprehensive introduction to all the issues a global Compliance Officer may encounter. It addresses international issues including the international regulatory environment, managing the risk of financial crime, governance, risk management, ethics, integrity and fairness.