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CISI ICWIM Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Economics and Investment Analysis | 10% | - Investment mathematics and statistics - Valuation methods - Macroeconomics and markets - Economic indicators and cycles |
| Topic 2: Investment Management | 15% | - Investment strategies - Portfolio construction theories - Performance measurement and evaluation - Risk and return concepts |
| Topic 3: The Financial Services Sector | 16% | - Market functions and products - Ethical standards and professional conduct - Regulatory objectives and frameworks - Structure and participants |
| Topic 4: Industry Regulation | 10% | - Client categorization and protection - Compliance and governance - Financial crime prevention - Regulatory authorities and rules |
| Topic 5: Asset Classes | 10% | - Fixed income securities - Cash and money market instruments - Real estate and alternative assets - Derivatives - Equities |
| Topic 6: Investment Advice | 21% | - Taxation principles - Communication and documentation - Portfolio recommendations and review - Advisory process |
| Topic 7: Fiduciary Relationships | 16% | - Client needs assessment - Conflicts of interest - Duties and responsibilities - Risk profiling and suitability |
| Topic 8: Lifetime Financial Provision | 18% | - Protection and insurance planning - Estate and succession planning - Trusts and foundations - Retirement planning |
CISI International Certificate in Wealth & Investment Management Sample Questions:
1. What term describes the process that enables savings institutions to transform into banks?
A) Swap
B) Refinancing
C) Demutualisation
D) Peer-to-peer
2. An approach which applies a theoretical price to a company's shares by discounting the company's expected future cash flow into infinity. This statement is describing the:
A) Dividend valuation model
B) Economic value added
C) Market value added
D) Net asset value
3. Which document is used to illustrate the costs and charges related to investment in a mutual fund?
A) Prospectus
B) Terms of Business
C) Key Investor Information Document (KIID)
D) Key Features Document
4. When analysing rates of return, why is a short-dated government bond considered to be the risk-free rate?
A) Investors can buy short-dated government bonds without risk
B) Governments are considered unlikely to default
C) Government bonds are free from all types of risk
D) There is no tracking error when measuring the performance of government bonds
5. A financial adviser has created and recommended a risk-targeted investment portfolio for a client. What key factor drove the adviser's decision that this was a suitable approach?
A) The client expressed strong views on socially responsible investment
B) A pre-defined band of acceptable volatility was identified for the client
C) A specific target level of return was required by the client
D) The client put equal emphasis on both growth and income needs
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: B |
