We're so confident of our products that we provide no hassle product exchange.
CISI ICWIM Exam Overview:
| Certification Vendor: | CISI (Chartered Institute for Securities & Investment) |
|---|---|
| Exam Name: | International Certificate in Wealth & Investment Management |
| Exam Number: | ICWIM |
| Exam Format: | Computer-based, Multiple Choice Questions (MCQ), Remote invigilation or test centre |
| Exam Price: | £210 - £380 GBP (varies by region) |
| Certificate Validity Period: | Lifetime validity |
| Exam Duration: | 120 minutes |
| Real Exam Qty: | 100 |
| Related Certifications: | Certificate in Financial Planning Diploma in Wealth Management Certificate in Investment Management |
| Available Languages: | French, English, Arabic |
| Passing Score: | 70% |
| Recommended Training: | Official CISI Workbook & eLearning |
| Exam Registration: | CISI Official Registration |
| Sample Questions: | CISI ICWIM Sample Questions |
| Exam Way: | Online remote invigilation or in-person at global test centres |
| Pre Condition: | No formal prerequisites; open to all candidates |
| Official Syllabus URL: | https://www.cisi.org/cisiweb2/cisi-website/why-choose-a-CISI-qualification/wealth-retail/international-certificate-in-wealth-investment-management |
CISI ICWIM Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Industry Regulation | 10% | - Regulatory authorities and rules - Compliance and governance - Financial crime prevention - Client categorization and protection |
| Topic 2: Lifetime Financial Provision | 18% | - Trusts and foundations - Retirement planning - Protection and insurance planning - Estate and succession planning |
| Topic 3: Investment Management | 15% | - Risk and return concepts - Portfolio construction theories - Investment strategies - Performance measurement and evaluation |
| Topic 4: Investment Advice | 21% | - Portfolio recommendations and review - Taxation principles - Communication and documentation - Advisory process |
| Topic 5: Asset Classes | 10% | - Real estate and alternative assets - Fixed income securities - Derivatives - Cash and money market instruments - Equities |
| Topic 6: Economics and Investment Analysis | 10% | - Valuation methods - Macroeconomics and markets - Economic indicators and cycles - Investment mathematics and statistics |
| Topic 7: The Financial Services Sector | 16% | - Market functions and products - Ethical standards and professional conduct - Regulatory objectives and frameworks - Structure and participants |
| Topic 8: Fiduciary Relationships | 16% | - Client needs assessment - Risk profiling and suitability - Conflicts of interest - Duties and responsibilities |
CISI International Certificate in Wealth & Investment Management Sample Questions:
During a period of growth in consumer income the demand curve for a normal product would:
- A. Shift to the right
- B. Remain static
- C. Begin to curve upwards
- D. Shift to the left
Explanation: Only visible for SurePassExams members. You can sign-up / login (it's free).
A company recently increased its earnings per share figure by 10%. This means that the company's:
- A. Share base has widened
- B. P/E ratio has increased
- C. Market share has risen
- D. Ability to pay dividends has improved
Explanation: Only visible for SurePassExams members. You can sign-up / login (it's free).
Establishing sufficient details about a client in order to give advice is known as:
- A. Assessing suitability and affordability
- B. Determining attitude to risk
- C. Giving information on status disclosure
- D. Following know your customer procedures
Explanation: Only visible for SurePassExams members. You can sign-up / login (it's free).
Which index could be used to measure inflation from the perspective of the seller?
- A. Consumer price index
- B. Inflation price index
- C. Retail price index
- D. Producer price index
Explanation: Only visible for SurePassExams members. You can sign-up / login (it's free).
Which commodity is categorized based on how sweet or sour it is?
- A. Natural gas
- B. Zinc
- C. Oil
- D. Coffee
Explanation: Only visible for SurePassExams members. You can sign-up / login (it's free).
By Mavis
