What is ICWIM?
ICWIM covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. You will learn about the range of assets and investment products available in the market and you will gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. ICWIM is suitable for individuals engaged in private client asset management and fund accounting.
Who should study the qualification?
The qualification’s broad focus on wealth and investment management makes it suitable for a wide audience – from new entrants to financial services to professionals already working in the industry who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.
The ICWIM meets the needs of those firms who want to ensure that staff are able to provide high-quality advice and the qualification can be included into staff induction programmes.
Exam Details
This multiple choice question (MCQ) exam is computer based, consists of 100 questions and lasts 2 hours. CISI recommends a minimum of 154 hours study. Your exam may contain up to 10% additional trial questions.
Pass Mark
The pass mark is 70%. The exam grades are as follows:
Pass with merit (91 – 100 marks)
Pass (70 – 90 marks)
Fail (0 – 69 marks)
Exam Availability
CISI CBT exams are available on demand via a global network of test centres, find your nearest test centre. They are also available to sit via remote invigilation.
Re-sits: candidates may make a maximum of 6 attempts at the exam in any one year. Please see CISI’s Multiple Sittings Policy.
What do you get with Tadawul Academy?
- Video lectures
- Chapter summary slides
- Practice exam questions
- “Ask the Trainer” section to communicate with the trainer
CISI doesn’t allow us to provide students with the study book. You can get it directly from them when booking the exam.
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Do you have any questions?
Ahmed Toufic –
Thank you very much. The videos and mock exams helped me pass.
Callum –
Detailed explanations with a lot of mock questions.
Abdullah Khan –
They are genuinely care about their students. The lessons are well structured, the explanations are clear, and the teacher (Mr.Karim) explains everything in very precisely, easy to understand & brief way.
Erhan –
I can highly recommend Tadawul Academy for anyone preparing for the CISI Wealth Management exam.
The video lessons, summaries, and mock exams cover all the key concepts from the study materials and really helped me focus on what matters most. You also get valuable insights into the real exam structure and question style, which makes a big difference.
Special thanks to Dr. Karim Mansour – your support and clear explanations made the entire process much easier. Thanks again!
Zuhair Ramadan –
Excellent material for cisi exams and Karim provided exceptional support to help and fast ! Thanks for the help.
Sesay Tesfaye –
I had an excellent experience with Tadawul Academy. The course videos and supporting materials are well-structured, engaging, and highly informative. The instructor is knowledgeable and provides practical insights that enhance the learning experience. The platform is user-friendly, making it easy to navigate and track progress. I highly recommend Tadawul Academy to anyone preparing for CISI exam and related certifications.
Uma Devi –
I’m grateful to Kareem Sir; I couldn’t have prepared the ICWIM syllabus so easily without him. The terms and explanations are beneficial for understanding, and I’ve retained all the tips and examples from the video classes, making them extremely useful. Thank you very much.