- Exam Code: ICWIM
- Exam Name: International Certificate in Wealth & Investment Management
- Updated: Oct 13, 2026
- Q & A: 256 Questions and Answers
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| Certification Vendor: | CISI |
|---|---|
| Exam Name: | International Certificate in Wealth and Investment Management |
| Exam Number: | ICWIM |
| Exam Format: | Multiple choice, Scenario-based questions |
| Certificate Validity Period: | N/A (no expiry for this qualification) |
| Available Languages: | English |
| Passing Score: | 55% |
| Exam Price: | GBP 220 (approximately) |
| Real Exam Qty: | 50 |
| Related Certifications: | Diploma in Wealth Management Financial Planning and Advice Chartered Wealth Manager |
| Exam Duration: | 90 minutes |
| 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 |
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Risk and Return | 20% | - Risk concepts
|
| Topic 2: Regulation and Ethics | 15% | - Ethical conduct
|
| Topic 3: Financial Products | 20% | - Collective investments
|
| Topic 4: Market Environment | 20% | - Role and function of financial markets
|
| Topic 5: Client Advisory | 25% | - Portfolio construction
|
At present, the ICWIM exam requires a passing score of 55% and costs GBP 220 (approximately) to register. CISI controls both figures, so confirm them on the official site before you book.
The latest exam information lists 50 questions for the ICWIM exam, to be completed in 90 minutes minutes. Rehearsing under these conditions in the online engine is the closest thing to sitting the real test.
The CISI International Certificate in Wealth & Investment Management blueprint is organized into these principal domains:
Additional domains follow in the full official outline, and our bank spans them all.
A team of professional IT experts and certified trainers who focus on this exam field — and who keep the ICWIM bank under constant updating so every candidate prepares smoothly. Every answer is expert-verified, and you can check the accuracy yourself with a free demo before buying. The online test engine deserves special mention: it simulates the actual test environment, supports Windows, Mac, Android, and iOS, carries no installation limits, and lets you practice without limits of time or location — a smooth preparation process for office workers who cannot attend classes.
Upon successful payment, our system automatically sends the product to your mailbox — typically within about a minute — with an instant download link on screen. If nothing arrives within two hours, check your spam folder and contact support. Once purchased, updates are free for 365 days: whenever a new version is released, the updated ICWIM bank is sent to your email immediately. A 50% renewal discount applies after the period ends.
CISI specifies the following prerequisites for the CISI International Certificate in Wealth & Investment Management: No formal prerequisites; suitable for those new to financial services or seeking foundational knowledge in wealth management.
Verify the details on the official certification page before registering.
Documented and honored. If you fail the corresponding exam within 60 days of purchase, send a scanned copy of your enrollment slip and your official Score Report PDF within two days of the exam date; verified claims are refunded in full within seven days. Exclusions: exams taken within three days of purchase, candidate names that differ from the payer, and free or expired products. If you have another exam in mind, you can instead exchange your product for two others of equal value at no charge.
The difference between principal trading and agency trading is that an agent:
Correct Answer: C 🗳️
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A firm acting as an agent makes money by:
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An advisor is reviewing a client's portfolio which has a time horizon of 15 years and is made up primarily of bonds and cash but with some exposure to equities and other higher-risk investments. It is reasonable to believe that the client's risk appetite is:
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A residence-based worldwide system of taxation, taxes individuals:
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Which type of property fund seeks to capitalise on opportunities to acquire property from distressed sellers?
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