CISI Certification

CISI International Certificate
in Wealth and Investment
Management (ICWIM)

Build a strong understanding of wealth management, investment products, and client advisory principles with globally recognized CISI certification.

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14 Live Sessions

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English & Arabic Bilingual Delivery

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Online Learning

Course Overview

The International Certificate in Wealth and Investment Management (ICWIM) covers key areas such as client profiling, asset allocation, investment products, portfolio construction, risk-return analysis, macroeconomic factors, regulatory environment, and ethical standards.

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.

Who This Course Is For

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Wealth managers and relationship managers

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Investment advisors and financial analysts

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Professionals entering financial services

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Candidates preparing for CISI ICWIM certification

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Banks, financial institutions and employees

What You Get

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Full LMS Access

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Question Bank

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Mock Exams & Simulations

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Cheat Sheets & Summary Notes

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Exam Techniques & Strategies

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Continuous Support & Guidance

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Recorded Video Sessions

Exam Information

Exam Format

Multiple Choice (Computer Based)

Exam Duration

2 Hours

Number of Questions

100 Questions (+ up to 10% trial questions)

Recommended Study

152 Hours Minimum

Question Distribution by Chapter

  • Chapter 1: The Financial Services Sector
  • Chapter 2: Industry Regulation
  • Chapter 3: Asset Classes and Financial Markets
  • Chapter 4: Collective Investments
  • Chapter 5: Economics and Investment Analysis
  • Chapter 6: Investment Management
  • Chapter 7: Investment Advice
  • Chapter 8: Lifetime Financial Provision

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)

Choose Your Learning Path

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Self-Paced (On-Demand)

Study anytime, anywhere at your own pace.

  • 300 AED
  • Recorded video lessons
  • 500 Questions
  • Full LMS access
  • Question banks
  • Mock exams
  • Study anytime
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Fast Track

Accelerated live learning for faster results.

  • AED 600
  • Live online sessions
  • 500 Questions
  • Exam strategies
  • Practice questions
  • Revision support
  • Recorded video access
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Premium Track

Complete guided preparation with maximum support.

  • AED 1000
  • Live online sessions
  • Full LMS access
  • 800 Questions
  • Mock exams & simulations
  • Exam techniques & strategies
  • Continuous support
  • Case-based learning
  • One-to-one session (2 hours)
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