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CISI ICWIM Exam Overview:
| Certification Vendor: | CISI |
|---|---|
| Exam Name: | International Certificate in Wealth and Investment Management |
| Exam Number: | ICWIM |
| Real Exam Qty: | 50 |
| Exam Format: | Multiple choice, Scenario-based questions |
| Exam Duration: | 90 minutes |
| Available Languages: | English |
| Passing Score: | 55% |
| Exam Price: | GBP 220 (approximately) |
| Related Certifications: | Diploma in Wealth Management Chartered Wealth Manager Financial Planning and Advice |
| Certificate Validity Period: | N/A (no expiry for this qualification) |
| Sample Questions: | CISI ICWIM Sample Questions |
| Exam Way: | Computer-based examination (CBT) at Pearson VUE test centers; online proctored option may be available |
| Pre Condition: | No formal prerequisites; suitable for those new to financial services or seeking foundational knowledge in wealth management |
| Official Syllabus URL: | https://www.cisi.org/qualifications/international-certificate-in-wealth-investment-management |
CISI ICWIM Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Client Advisory | 25% | - Client needs analysis
|
| Topic 2: Risk and Return | 20% | - Portfolio theory
|
| Topic 3: Financial Products | 20% | - Collective investments
|
| Topic 4: Regulation and Ethics | 15% | - Ethical conduct
|
| Topic 5: Market Environment | 20% | - Economic environment
|
CISI International Certificate in Wealth & Investment Management Sample Questions:
Which of the following elements would be included in a recommendation report to a client?
- A. Previous arrangements
- B. Restrictions
- C. Rate of inflation
- D. Cost of living
Correct Answer: A 🗳️
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Performance attribution analysis attempts to explain why a portfolio had a certain return. It does so by breaking down the performance and attributing the results based on the decisions made by the fund manager on which of the following?
- A. Asset allocation and sector choice only
- B. Asset allocation alone
- C. The combination of asset allocation, sector choice and security selection
- D. The combination of asset allocation, sector choice, security selection and risk analysis
Correct Answer: C 🗳️
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An inherent disadvantage with a defined contribution pension scheme is that:
- A. Employers never contribute to the scheme
- B. The level of retirement income is not known before retirement
- C. Gains within the scheme are subject to capital gains tax
- D. Employees always have to contribute more than employers
Correct Answer: B 🗳️
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The Return on Capital Employed (ROCE) ratio can be used to:
- A. Calculate the return on ordinary shareholders' equity
- B. Determine the need for capital
- C. Establish trends between accounting periods
- D. Assist in revaluing fixed assets
Correct Answer: C 🗳️
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What is the expected outcome of an assessment of a client's health protection priorities?
- A. It will quantify the extent to which the client should consider action
- B. It will minimise the risk that policy exclusions will be imposed
- C. It will generate a new health policy
- D. It will remove the need to focus on other financial planning areas
Correct Answer: A 🗳️
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