CISI ICWIM Wealth and Investment Management

The objective of the examination is to provide candidates with a basic introduction to the financial services industry with a particular focus on investments.

The examination will test candidates’ knowledge and understanding of the following elements:

• The Financial Services Industry
• Industry Regulation
• Asset Classes
• Collective Investments
• Fiduciary Relationships
• Investment Analysis
• Investment Management
• Lifetime Financial Provision

Download the syllabus

CISI ICWIM Wealth and Investment Management

Assessment is a 2 hour examination of 100 multiple choice questions.

Candidates sitting the exam by Computer Based Testing may have, in addition, up to 10% additional questions as trial questions that will not be separately identified and do not contribute to the result. Candidates will be given proportionately more time to complete the test.

Download the sample exam

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