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Home > CISI : International Certificate in Wealth and Investment Management Certification Examination

CISI - International Certificate in Wealth and Investment Management

CISI : International Certificate in Wealth and Investment Management Certification Examination

12 Tests, 600+ Questions
9 Unit Tests and 3 Full Length Tests

Understand International Certificate in Wealth and Investment Management

INR 4000

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CISI : International Certificate in Wealth and Investment Management Certification Examination

Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth. ICWIM covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.

The objective of ICWIM examination is to ensure that candidates have a sound understanding of the range of assets and investment products available in the market. This examination will reinforce the knowledge of providing financial advice along with appropriate solutions to meet the investment, retirement and protection planning needs for your clients.

ICWIM is an ideal suited for staffs working in wealth management roles, which 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. It is also a very well established qualification that can help students, and aspiring professionals looking to make a career in wealth management domain.

The ICWIM meets the needs of those firms who want to ensure that staffs are able to provide high-quality advice and the qualification can be included into staff induction programmes.

ICWIM is suitable for individuals engaged in private client asset management and fund accounting.

Distribution of weights of the CISI - International Certificate in Wealth and Investment Management Curriculum

Chapter No.TitleWeights(%)
1 The Financial Services Industry 15
2 Industry Regulation 9
3 Asset Classes 9
4 Collective Investments 8
5 Fiduciary Relationships 19
6 Investment Analysis 10
7 Investment Planning 15
8 Lifetime Financial Provision 15

CISI - International Certificate in Wealth and Investment Management Certification Certification Exam Details

Name of Module: CISI - International Certificate in Wealth and Investment Management Certification Certification Examination

 Test Fees 
(Pounds)
 Test Duration  
(in minutes)
No. of
 Questions 
Maximum Marks  Pass Marks (%)   Certificate Validity  
(in years)
 Negative Marking 
307 120 100 100 70 Life Time n/a

CISI - International Certificate in Wealth and Investment Management Certification Examination: Frequently Asked Questions

1. How relevant are CISI - International Certificate in Wealth and Investment Management?

ICWIM is a very established certification that has also been endorsed by various regulators in regions including UK, EU, Middle East, Australia, India, etc. as one of the mandatory qualifications for professionals working in wealth management and financial advisory areas. This domain has been witnessing high growth in recent years and thousands of certified professionals are required by leading financial institutions every year.

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 comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision. India is a youth countries having good number of people ready to join global workforce.

2. Recommended Study Hours for CISI International Certificate in Wealth and Investment Management?

We recommend 150+ hours of study time for the unit. You can chose to self-study for the exam using the CISI learning manual, or can also join formal training provided by our team of trainers on this module. Click here to know more about our upcoming workshops on ICWIM.

Why Intelivisto?

Intelivisto is a leading learning solution provider for various financial certifications. We have helped more then 55,000 candidates from across the globe on multiple modules and they have found our platform one of the best ways to crack online exam easily. Intelivisto with its team of well-qualified and experienced practitioners would like to accelerate the learning curve and skills thru our well designed training programs and practice questions for various exams.

Intelivisto is the largest Accredited Training Partner (ATP) of Chartered Institute for Securities & Investment (CISI) in this region. Our clients include companies like Goldman Sachs, Morgan Stanely, Nomura, Accenture, HSBC, Equiniti and many more leading financial and consulting companies. As, CISI recognizes the demand for qualified and competent candidates to support India's growing financial services industry.

Intelivisto is the largest Accrediated Training Partner (ATP) of Chartered Institute for Securities & Investment (CISI). As, CISI recognizes the demand for qualified and competent candidates to support India's growing financial services industry.

Intelivisto features of the CISI - International Certificate in Wealth and Investment Management Certification Practice Tests :

    Intelivisto features

  • Designed as per parameters put by top financial market institute CISI.
  • Holds 9 unit practice tests and 3 full length practice tests (in total 12 tests).
  • Includes over 600 questions.
  • Each test has 3 attempts.
  • Takes the similar pattern and testing mechanism as put for CISI online tests.
  • Covers the different topics drawn for CISI - International Certificate in Wealth and Investment Management Certification in small details.
  • Obtain online practice tests and evaluate your performance with thorough report at a microscopic level with our evaluation tools.
  • Get in depth knowledge of CISI - International Certificate in Wealth and Investment Management Certification through our trainings and workshops by market professionals and build up essential trading plans effortlessly.

How to Begin?

Here at Intelivisto, you get ready to crack CISI - International Certificate in Wealth and Investment Management Certification with full belief. We would be more than delighted to give you all the support in providing skill and knowledge to complete the certification. If you wish to obtain practice test, you may do so after registering on our site, which is completely free of cost and then you could access our diverse courses and practice mock test of particular product's.

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Great to have the practice test for the certification in International Certificate in Wealth and Investment Management, I would have been a guy with experience in Capital Market, rather than certified professional, if I would not have got the right help and guidance from you throughout this CISI journey. The online test and analytics have increased the familiarity with the question pattern and gave assurance to do well in exam. Thanking you very much!
CISI-ICWIM

- Pawan, Wealth Manager

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