International Certificate in Wealth and Investment Management (ICWIM)

Build a strong understanding of wealth management, investment products, and client advisory principles.

This course provides comprehensive preparation for the International Certificate in Wealth and Investment Management (ICWIM), covering key areas such as client profiling, asset allocation, investment products, portfolio construction, and the regulatory environment.

The program is designed to simplify complex concepts while ensuring candidates are fully prepared for the exam and able to apply knowledge in real-world scenarios.

Course Structure

• 14 sessions 
• 3 hours per session 
• Delivered in English and Arabic

Delivery Mode:

Online

 What You Will Learn

• Wealth management principles and client advisory 
• Investment products and risk-return analysis 
• Portfolio construction and asset allocation 
• Macroeconomic factors affecting investments 
• Regulatory and ethical considerations

What You Get

• Full LMS access 
• Question bank with  800+ practice questions 
• Recorded video sessions 
• Mock exams and exam simulations 
• Cheat sheets and summary notes 
• Exam techniques and answering strategies 
• Case-based learning for real-world application 
• Continuous support and revision guidance

Who This Course Is For

• Wealth managers and relationship managers 
• Investment advisors and financial analysts 
• Professionals entering financial services 

Candidates preparing for CISI ICWIM certification

Exam Information : 

 

Exam Details

This multiple-choice question (MCQ) exam is computer-based, consists of 100 questions, and lasts 2 hours. We recommend a minimum of 152 hours of study, and upon successful completion, you will be awarded 8 CPD hours. Your exam may contain up to 10% additional trial questions.

 

Pass Mark / Pass Rate

The current pass rate for this exam is 45% and the pass mark is 70%. The exam grades are as follows:
Pass with merit (91 – 100 marks)
Pass (70 – 90 marks)
Fail (0 – 69 marks)

 

Question Distribution by Chapter

Chapter 1: The Financial Services Sector — 4 questions
Chapter 2: Industry Regulation — 5 questions
Chapter 3: Asset Classes and Financial Markets — 14 questions
Chapter 4: Collective Investments — 7 questions
Chapter 5: Economics and Investment Analysis — 21 questions
Chapter 6: Investment Management — 15 questions