CISI ICWIM Exam Information and Actual 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 10, 2026

ICWIM
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CISI
ICWIM Exam
International Certificate in Wealth & Investment Management

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CISI ICWIM Exam Overview:

Certification Vendor:CISI (Chartered Institute for Securities & Investment)
Exam Name:International Certificate in Wealth & Investment Management
Exam Number:ICWIM
Exam Duration:120 minutes
Exam Format:Remote invigilation or test centre, Multiple Choice Questions (MCQ), Computer-based
Passing Score:70%
Real Exam Qty:100
Exam Price:£210 - £380 GBP (varies by region)
Related Certifications:Diploma in Wealth Management
Certificate in Financial Planning
Certificate in Investment Management
Certificate Validity Period:Lifetime validity
Available Languages:French, Arabic, English
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:

SectionWeightObjectives
Topic 1: Fiduciary Relationships16%- Risk profiling and suitability
- Duties and responsibilities
- Conflicts of interest
- Client needs assessment
Topic 2: Lifetime Financial Provision18%- Protection and insurance planning
- Retirement planning
- Trusts and foundations
- Estate and succession planning
Topic 3: Investment Management15%- Portfolio construction theories
- Performance measurement and evaluation
- Risk and return concepts
- Investment strategies
Topic 4: Industry Regulation10%- Compliance and governance
- Client categorization and protection
- Regulatory authorities and rules
- Financial crime prevention
Topic 5: Investment Advice21%- Communication and documentation
- Taxation principles
- Advisory process
- Portfolio recommendations and review
Topic 6: Asset Classes10%- Fixed income securities
- Cash and money market instruments
- Real estate and alternative assets
- Derivatives
- Equities
Topic 7: The Financial Services Sector16%- Regulatory objectives and frameworks
- Structure and participants
- Market functions and products
- Ethical standards and professional conduct
Topic 8: Economics and Investment Analysis10%- Macroeconomics and markets
- Valuation methods
- Economic indicators and cycles
- Investment mathematics and statistics


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