The International Certificate in Wealth Management (formerly known as, and revised from, the International Certificate in Financial Advice) allows firms to ensure that their staff understand the range of assets and investment products that are available in the market. It offers 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.

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.

The ICWM workbook covers: