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CISI ICWIM Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Lifetime Financial Provision | 18% | - Protection and insurance planning - Retirement planning - Trusts and foundations - Estate and succession planning |
| Topic 2: The Financial Services Sector | 16% | - Regulatory objectives and frameworks - Market functions and products - Structure and participants - Ethical standards and professional conduct |
| Topic 3: Industry Regulation | 10% | - Compliance and governance - Regulatory authorities and rules - Financial crime prevention - Client categorization and protection |
| Topic 4: Fiduciary Relationships | 16% | - Conflicts of interest - Duties and responsibilities - Risk profiling and suitability - Client needs assessment |
| Topic 5: Asset Classes | 10% | - Fixed income securities - Equities - Real estate and alternative assets - Cash and money market instruments - Derivatives |
| Topic 6: Investment Advice | 21% | - Communication and documentation - Advisory process - Taxation principles - Portfolio recommendations and review |
| Topic 7: Economics and Investment Analysis | 10% | - Valuation methods - Economic indicators and cycles - Macroeconomics and markets - Investment mathematics and statistics |
| Topic 8: Investment Management | 15% | - Performance measurement and evaluation - Risk and return concepts - Investment strategies - Portfolio construction theories |
CISI International Certificate in Wealth & Investment Management Sample Questions:
Equities have a higher risk/reward profile when compared to many other asset classes. Their use within a portfolio stems from:
- A. The ability to align liabilities with profits from equities
- B. The potential to counter inflationary effects
- C. Their lower cost compared to other assets
- D. Their low volatility when compared to bonds
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What financial principle requires an adviser to gather extensive information from a client before making a recommendation?
- A. Risk reduction
- B. Transparency of trading
- C. Disclosure
- D. Know Your Customer
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When an investment manager manages and makes changes to a portfolio without referring to the client, this is known as:
- A. Financial planning
- B. Execution-only
- C. Advisory dealing
- D. Discretionary
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What is the first action an adviser takes to ensure that their advice is suitable for a client?
- A. Offer the client a range of options
- B. Draw attention to the cancellation period
- C. Gather sufficient information from the client
- D. Ensure recommendations are confirmed by a third party
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An investor with £900,000 of investable assets would normally be categorized as:
- A. Very-high-net-worth
- B. Ultra-high-net-worth
- C. High-net-worth
- D. Mass affluent
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