The International Certificate in Wealth & Investment Management ICWIM exam is aimed at individuals working in private banking and wealth management roles, or those looking to enter these fields.
Number of Questions: 100 multiple-choice questions.
Duration: 2 hours.
Pass Mark: 70%.
Mode: The exam can be taken remotely or at a Computer-Based Testing (CBT) center.
CISI ICWIM exam key topics cover the details related to wealth and investment management.
Financial Services Industry: Understanding the function of the financial services industry, macroeconomics, microeconomics, and financial markets.
Industry Regulation: Financial services regulation, financial crime, and corporate governance.
Asset Classes: Cash, property, bonds, equities, derivatives, and commodities.
Collective Investment: Investment funds and other investment vehicles.
Fiduciary Relationships: Duties and responsibilities when advising clients and determining their needs.
Investment Analysis: Includes statistical analysis, financial mathematics, fundamental and technical analysis, yields, ratios, and valuations.
Investment Management: Covers various investment services, structured funds, hedge funds, private equity, commodity funds, risk-return dynamics, portfolio construction, and performance management.
Lifetime Financial Provision: Focuses on retirement planning, protection planning, estate planning, business tax, personal tax, and overseas taxation.