CISI ICWIM Exam Details & Actual Exam Questions
- Exam Code/Number: ICWIM
- Exam Name/Title: International Certificate in Wealth & Investment Management
- Certification Provider: CISI
- Corresponding Certification: CISI level 3 Certificate
- Exam Questions: 256
- Updated On: Sep,01 2026
- Certification Level: Level 3 / Level 4
CISI International Certificate in Wealth & Investment Management Exam Questions
View ICWIM actual exam questions, answers and explanations for free.
95% student found the test questions almost same
All the information you need to pass CISI International Certificate in Wealth & Investment Management ICWIM exam and free practice exam verified by EduDump exam experts.
Said the test questions were almost same
Passed the exams with the material
Found the study quides effective and helpful
(32 Up Votes)CISI ICWIM Exam Overview:
| Certification Vendor: | CISI (Chartered Institute for Securities & Investment) |
|---|---|
| Exam Name: | International Certificate in Wealth & Investment Management |
| Exam Number: | ICWIM |
| Related Certifications: | Diploma in Wealth Management Certificate in Financial Planning Certificate in Investment Management |
| Available Languages: | Arabic, English, French |
| Certificate Validity Period: | Lifetime validity |
| Real Exam Qty: | 100 |
| Exam Duration: | 120 minutes |
| Exam Format: | Computer-based, Multiple Choice Questions (MCQ), Remote invigilation or test centre |
| Passing Score: | 70% |
| Exam Price: | £210 - £380 GBP (varies by region) |
| 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: Asset Classes | 10% | - Cash and money market instruments - Real estate and alternative assets - Fixed income securities - Equities - Derivatives |
| Topic 2: The Financial Services Sector | 16% | - Structure and participants - Market functions and products - Ethical standards and professional conduct - Regulatory objectives and frameworks |
| Topic 3: Investment Advice | 21% | - Portfolio recommendations and review - Advisory process - Communication and documentation - Taxation principles |
| Topic 4: Investment Management | 15% | - Portfolio construction theories - Risk and return concepts - Performance measurement and evaluation - Investment strategies |
| Topic 5: Lifetime Financial Provision | 18% | - Trusts and foundations - Retirement planning - Estate and succession planning - Protection and insurance planning |
| Topic 6: Industry Regulation | 10% | - Financial crime prevention - Compliance and governance - Client categorization and protection - Regulatory authorities and rules |
| Topic 7: Fiduciary Relationships | 16% | - Risk profiling and suitability - Conflicts of interest - Duties and responsibilities - Client needs assessment |
| Topic 8: Economics and Investment Analysis | 10% | - Investment mathematics and statistics - Economic indicators and cycles - Valuation methods - Macroeconomics and markets |
0
0
0
10