The International Certificate in Wealth Management – Formally known as, and revised from, the International Certificate in Financial Advice (ICFA). The wealth management industry is facing a period of unprecedented opportunities and challenges - rising global wealth is increasing the demand for wealth management and private banking; turmoil in the financial markets demonstrates the need for robust client focused solutions that can help clients withstand this market volatility and preserve their wealth.

In response to a growing wealth management market and the importance attached to these firms to develop highly skilled staff to deliver competent advice, the SII has revised and renamed the International Certificate in Financial Advice (ICFA) qualification. The International Certificate in Wealth Management meet the needs of firms who require a qualification that will ensure that their staff are competent and understand the fundamentals of providing high quality advice to their wealthy clients.

Aims

• The quality benchmark qualification allows firms to ensure that their staff understand the range of assets and investment products that are available in the market
• Offering an understanding of the fundamentals of providing financial advice can be used to find appropriate solutions to meet the needs of clients for investment, retirement, protection and estate and tax planning

Features

• The qualification is appropriate for staff working in private banking and wealth management roles who want to develop a comprehensive understanding of how to deliver wealth management advice
• It will also provide a strong foundation for those who wish to then go on and further develop their ability and skills by undertaking the SII’s new programme in Wealth Management.

• studying for your exam
• exam training
• booking your exam
• exam policies and procedures
• sample exam questions
• tips and hints for passing your exam
• candidate Update