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.