Elegant Training Center LMS | CISI ICWIM Level-3 Exam Preparation

Course / Course Details

CISI ICWIM Level-3 Exam Preparation

CISI ICWIM Level-3 Exam Preparation

By - Aditya Sahoo
40 Hours
(0)

Course Requirements

No strict prerequisites: This course is open to everyone. However, a basic interest in finance, banking, or investment is highly recommended.
Target Audience: Ideal for wealth managers, financial advisors, banking professionals, insurance agents, and fresh graduates aiming to enter the financial sector.
Language: Basic proficiency in English, as the study materials and exam are conducted in English.
Technical Setup: A laptop, tablet, or smartphone with an internet connection to access the Elegant Training LMS portal, interactive PDFs, and video lectures.

Course Description

The SCA-CISI ICWIM Level 3 (International Certificate in Wealth & Investment Management) is a globally recognized qualification designed for professionals looking to build a successful career in wealth management, banking, and investment advisory. Delivered by Elegant Training Center, Dubai (a CISI Accredited Training Partner), this comprehensive course covers the essential mechanisms of financial markets, asset classes, investment analysis, and portfolio management.

Whether you are a fresh graduate or an experienced finance professional, this course will equip you with the practical knowledge and regulatory understanding required to excel in the UAE and global financial sectors.

🌟 Exclusive LMS Learning Features Included: When you enroll in this course, you get complete access to our advanced Learning Management System (LMS), featuring:

Interactive Smart Notes: Special PDF study materials where you can highlight text, add your own comments, and easily search for keywords.
On-Demand Video Lectures: High-quality recorded live classes available for you to watch and revise anytime.
Chapter-wise Question Banks & Google Drive Access: Extensive question banks for each module, with additional resource materials securely shared via Google Drive.
Custom Mock Exams: Access our premium Mock Question Store for every chapter. You can manually select the number of questions you want to attempt and take the mock tests as many times as you need to perfect your exam readiness!

Course Outcomes

By the end of this training program, students will be able to:

Understand Financial Markets: Gain a deep understanding of macroeconomic principles, financial markets, and how different asset classes operate.
Master Investment Analysis: Learn how to analyze equities, bonds, derivatives, and alternative investments effectively.
Portfolio Management: Develop the skills needed for asset allocation, risk management, and constructing client-centric investment portfolios.
Regulatory Compliance: Understand the fiduciary duties, financial rules, and regulations mandated by the SCA (Securities and Commodities Authority) and CISI.
Achieve Exam Success: Be 100% prepared to pass the CISI ICWIM Level 3 CBT (Computer-Based Testing) exam on your first attempt using our unlimited mock tests and expert guidance.
Advance Your Career: Enhance your professional credibility and open doors to senior roles in wealth management across Dubai and globally.

Course Curriculum

12 chapters
98 lectures
0 quizzes
40 Hours total length

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1 PDF: Chap-1: The Financial Serv Sector

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2 May-2026 Video-1

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3 May-2026 Video-2

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4 Mock Link-1

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5 ICWIM-Questions-Answers-Chapter 1

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1 PDF: Chap-2: Industry Regulation

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2 Chapter-2 May-2026 Batch: Video-1

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3 Chapter-2 May-2026 Batch: Video-2

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4 Mock Link-1

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5 Mock Link-2

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6 ICWIM-Questions-Answers-Chapter 2

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1 PDF: Chap-3: Asset Classes and Fin. Mkts

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2 May-2026 Batch: Video-1

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3 May-2026 Batch: Video-2

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4 May-2026 Batch: Video-3

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5 May-2026 Batch: Video-4

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6 May-2026 Batch: Video-5

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7 May-2026 Batch: Video-6

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8 ICWIM-Questions-Answers-Chapter 3 Part-1

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9 ICWIM-Questions-Answers-Chapter 3 Part-2

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10 Mock Link-1

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11 Mock Link-2

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12 Mock Link-3

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13 Mock Link-4

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14 Mock Link-5

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15 Mock Link-6

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1 PDF: Chap-4: Collective Investments

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2 May-2026 Batch: Video-1

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3 May-2026 Batch: Video-2

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4 May-2026 Batch: Video-3

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5 May-2026 Batch: Video-4

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6 March-2026 Batch: Video-1

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7 March-2026 Batch: Video-2

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8 March-2026 Batch: Video-3

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9 ICWIM-Questions-Answers-Chapter 4

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10 Mock Link-2

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11 Mock Link-1

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1 PDF: Chap-5: Economics and Inv. Analysis

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2 May-2026 Batch: Video-1

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3 May-2026 Batch: Video-2

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4 May-2026 Batch: Video-3

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5 May-2026 Batch: Video-4

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6 May-2026 Batch: Video-6

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7 March-2026 Batch: Video-1

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8 March-2026 Batch: Video-2

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9 March-2026 Batch: Video-3

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10 Mach-2026 Batch: Video-4

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11 March-2026 Batch: Video-5

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12 May-2026 Batch: Video-5

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13 March-2026 Batch: Video-6

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14 Mock Link-1

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15 Mock Link-2

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16 Mock Link-3

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17 Mock Link-4

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18 Mock Link-5

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19 Mock Link-6

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20 Mock Link-7

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21 Mock Link-8

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1 PDF: Chap-6: Investment Management

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2 March-2026 Batch: Video-1

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3 March-2026 Batch: Video-2

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4 March-2026 Batch: Video-3

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5 March-2026 Batch: Video-4

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6 March-2026 Batch: Video-5

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7 March-2026 Batch: Video-6

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8 Mock Link-1

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9 Mock Link-2

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10 Mock Link-3

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1 PDF: Chap-7: Investment Advice

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2 March-2026 Batch: Video-1

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3 March-2026 Batch: Video-2

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4 March-2026 Batch: Video-3

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5 March-2026 Batch: Video-4

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6 Mock Link-1

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7 Mock Link-2

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8 Mock Link-3

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1 PDF: Chap-8: Lifetime Financial Provision

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2 March-2026 Batch: Video-1

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3 March-2026 Batch: Video-2

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4 March-2026 Batch: Video-3

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5 March-2026 Batch: Video-4

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6 Mock Link-1

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7 Mock Link-2

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8 Mock Link-3

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1 Mock Link-1

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2 Mock Link-2

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3 Mock Link-3

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4 Mock Link-4

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5 Mock Link-5

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6 Mock Link-6

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7 Mock Link-7

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1 All Chapters Formulas-ICWIM

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1 PDF: GLOSSARY

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1 PDF: SHORT NOTES-CHAPTER 6, 7 & 8

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2 PDF: SHORT NOTES-CHAPTER 3

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3 PDF: SHORT NOTES-CHAPTER 1

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4 PDF: SHORT NOTES-CHAPTER 4 & 5

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5 PDF: SHORT NOTES-CHAPTER 2

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Instructor

Aditya Sahoo

Commercially sound seasoned Finance Professional with 20 Years of extensive experience in UAE across Manufacturing , Engineering, Healthcare, Pharmaceuticals, FMCG, Trading and Retail & Distribution Industries.I serve as Finance Business Partner with the senior management leading and directing the business. I believe in profit & balance sheet planning. My Skills and Expertise include: Experienced in Revenue and Margin management, Business Performance Evaluation, Strategy and Planning, P&L and B/S management, Financial & Management Reporting, Budget & Business plans, Audit, Consolidation, Banking & fund raising, Working capital and cash management, Cap-ex & Op-ex, Job and process costing, Liquidity management, Financial modelling, System & process Improvement, Policies & Procedures, Corporate strategies, Debt restructuring, Change management, Project management, People Management, Change management, Negotiation, Stake holder management, SAP implementation, VAT, IFRS & SOX. Possess strong analytical, problem solving and decision-making skills along with a passion for work and ability to build productive partnerships.

5 Rating