International certificate in wealth and investment management book
Level I CFA: PM Fintech in Investment Management-Lecture 1
Investment Management Certificate (IMC)
Jump to navigation. Currently held by over 15, investment professionals, it is recognized by the fund management industry as the entry level qualification of choice and is often quoted as a pre-requisite for posts in investment management companies. The IMC's wide-ranging syllabus provides an excellent introduction to the investment profession for those working in:. The brief test of ten questions, uses a range of IMC standard statistical and mathematical concepts. Whether you think your mathematics skills just need a quick dusting off or a complete overhaul, we provide IMC courses to suit. As a first step towards a career in the investment profession, the IMC is an excellent introduction.
This learning manual relates to syllabus version 1. While every effort has been made to ensure its accuracy, no responsibility for loss occasioned to any person acting or refraining from action as a result of any material in this publication can be accepted by the publisher or authors. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior permission of the copyright owner. Warning: any unauthorised act in relation to all or any part of the material in this publication may result in both a civil claim for damages and criminal prosecution. A learning map, which contains the full syllabus, appears at the end of this manual. The syllabus can also be viewed on cisi.
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. 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.