THE BAHAMAS INSTITUTEOF FINANCIAL SERVICES

Wealth management is one of the fastest-growing areas within the global financial services industry. This internationally accredited qualification ensures wealth managers and advisors understand the range of assets and investment products available in the local and international markets.

 

Wealth management is more than investment advice, as it can encompass all aspects of a person’s financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high-net-worth or ultra-high-net-worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs. This course is intended to create such a manager.

 

Assessment

Candidates in this programme will be certified after completing a 2,000-word assignment and a 90-minute multiple-choice exam. The candidate will then be issued a Certificate In Wealth Management (CIWM).

 

Program Prerequisites

Candidates for the Certified International Wealth Manager Programme must fulfill the following requirements:

 

• Candidates must have knowledge of accounting, college mathematics, economics, banking & finance, and computer skills.

• Candidates must have a minimum of a college degree and/or 10 years plus job experience in financial services.

• Tuition: $4,995 plus a $150 registration fee. Payment plans are available

• Duration: 6 months | Learning Platform: ZOOM

• Start date: April 22nd, 2023

• Days: Saturdays