CISI International Certificate in Wealth & Investment Management ICWIM Certified Exam Dumps

ICWIM Exam Dumps

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Certification Provider: CISI
Exam Code / Number: ICWIM
Exam Name: International Certificate in Wealth & Investment Management
Exam Questions: 256
Last Updated: Jun 25, 2026
Corresponding Certification: CISI level 3 Certificate

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CISI ICWIM Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Client Advisory25%- Portfolio construction
  • 1. Performance measurement
  • 2. Portfolio review and rebalancing
  • 3. Asset allocation strategies
- Client needs analysis
  • 1. Investment objectives
  • 2. Risk profiling and suitability
  • 3. Time horizons
Topic 2: Financial Products20%- Equities and shares
  • 1. Dividends and total return
  • 2. Types of equity
  • 3. Valuation methods
- Bonds and fixed income
  • 1. Credit risk
  • 2. Yield and price relationships
  • 3. Bond types and characteristics
- Collective investments
  • 1. ETFs and index trackers
  • 2. Fund selection criteria
  • 3. Funds and structured products
Topic 3: Risk and Return20%- Portfolio theory
  • 1. Risk-return profiling
  • 2. Modern portfolio theory
  • 3. Asset allocation principles
- Risk concepts
  • 1. Risk measurement
  • 2. Types of investment risk
  • 3. Risk diversification
Topic 4: Market Environment20%- Role and function of financial markets
  • 1. Market indices and benchmarks
  • 2. Types of financial markets and their roles
  • 3. Market participants and intermediaries
- Economic environment
  • 1. Interest rates and inflation
  • 2. Macroeconomic factors affecting investments
  • 3. Business cycles
Topic 5: Regulation and Ethics15%- Ethical conduct
  • 1. Conflict of interest
  • 2. Professional responsibilities
  • 3. CISI Code of Ethics
- Regulatory framework
  • 1. Investor protection
  • 2. Compliance requirements
  • 3. Financial regulation principles


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