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CISI ICWIM Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Client Advisory25%- Portfolio construction
  • 1. Asset allocation strategies
  • 2. Performance measurement
  • 3. Portfolio review and rebalancing
- Client needs analysis
  • 1. Time horizons
  • 2. Risk profiling and suitability
  • 3. Investment objectives
Topic 2: Financial Products20%- Equities and shares
  • 1. Valuation methods
  • 2. Types of equity
  • 3. Dividends and total return
- Bonds and fixed income
  • 1. Credit risk
  • 2. Bond types and characteristics
  • 3. Yield and price relationships
- Collective investments
  • 1. Funds and structured products
  • 2. Fund selection criteria
  • 3. ETFs and index trackers
Topic 3: Market Environment20%- Role and function of financial markets
  • 1. Types of financial markets and their roles
  • 2. Market participants and intermediaries
  • 3. Market indices and benchmarks
- Economic environment
  • 1. Macroeconomic factors affecting investments
  • 2. Interest rates and inflation
  • 3. Business cycles
Topic 4: Regulation and Ethics15%- Regulatory framework
  • 1. Investor protection
  • 2. Compliance requirements
  • 3. Financial regulation principles
- Ethical conduct
  • 1. Professional responsibilities
  • 2. Conflict of interest
  • 3. CISI Code of Ethics
Topic 5: Risk and Return20%- Portfolio theory
  • 1. Risk-return profiling
  • 2. Modern portfolio theory
  • 3. Asset allocation principles
- Risk concepts
  • 1. Risk diversification
  • 2. Types of investment risk
  • 3. Risk measurement

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CISI International Certificate in Wealth & Investment Management Sample Questions (Q139-Q144):

NEW QUESTION # 139
Having prepared recommendations via a report, why would an adviser suggest a face-to-face meeting with their client?

Answer: C

Explanation:
A face-to-face meeting ensures that clients fully understand recommendations and can ask questions to clarify any doubts.
* Why is Option D Correct?
* Complex financial products require explanations in simple terms.
* Clients may have concerns about risk, fees, or investment strategy.
* Regulatory bodies (e.g., FCA) emphasize client understanding in financial advice.
* Why Not Other Options?
* A (Collect fees) # Fees must be disclosed before services are provided.
* B (Establish tax position) # This should be determined before making recommendations.
* C (Review adviser qualifications) # While qualifications matter, the main purpose is clarity.
# Reference: FCA Handbook (Suitability & Client Communications), CISI Wealth & Investment Management.


NEW QUESTION # 140
The Arbitrage Pricing Theory (APT) assumes investors can sell short. This involves:

Answer: A

Explanation:
Short selling is a trading strategy where an investor sells borrowed securities, expecting the price to decline, and then repurchases them at a lower price.
* Why is Option B Correct?
* Short sellers borrow shares, sell them at the current price, and later buy them back at a lower price to return to the lender, profiting from the price difference.
* APT assumes investors can sell short to exploit mispricings in multiple risk factors.
* Why Not Other Options?
* A (Not selling the whole shareholding) # Short selling does not involve owning shares.
* C (Selling & buying back shortly after) # Describes day trading, not short selling.
* D (Selling many securities quickly) # Short selling is not about trading speed, but betting on price declines.
# Reference: CFA Institute (Arbitrage Pricing Theory), CISI Wealth & Investment Management.


NEW QUESTION # 141
For a key person protection policy, a company will:

Answer: D

Explanation:
Key person protection is a type of business insurance where a company takes out a life insurance policy on a key employee, such as a CEO or top executive.
* Why is Option D Correct?
* An insurable interest must exist # The company must demonstrate financial loss if the key person dies or becomes incapacitated.
* The policy protects against lost revenue, recruitment costs, and operational disruption.
* Why Not Other Options?
* A (Ever-increasing premiums) # Premiums may increase, but this is not a requirement.
* B (Protection against staff leaving) # Key person insurance does not cover resignations.
* C (Undefined sum) # The insured amount is calculated based on business impact.
# Reference: FCA Business Protection Regulations, CISI Wealth & Investment Management.


NEW QUESTION # 142
What is the main source of funding for private equity firms?

Answer: D

Explanation:
Private equity firms raise capital primarily from institutional investors such as pension funds, insurance companies, and sovereign wealth funds.
* Why is Option A Correct?
* Institutional investors provide large capital commitments for private equity funds.
* Private equity firms pool these funds to acquire and restructure companies.
* Why Not Other Options?
* B (Management buyouts) # A buyout strategy, not a funding source.
* C (Initial public offerings, IPOs) # Private equity firms exit investments through IPOs, but this is not a funding source.
* D (Placings) # Common in public equity markets, not private equity.
# Reference: CFA Institute (Private Equity Structures), CISI Wealth & Investment Management.


NEW QUESTION # 143
A company recently increased its earnings per share figure by 10%. This means that the company's:

Answer: C

Explanation:
An increase in earnings per share (EPS) indicates improved profitability on a per-share basis. This enhances the company's ability to distribute dividends to shareholders, assuming a consistent payout ratio.
* Widened share base (A): This would typically dilute EPS, not increase it.
* Market share (C): Market share is unrelated to EPS; it is about the company's competitive position.
* P/E ratio (D): While EPS affects valuation, a rise in EPS does not guarantee a P/E increase.
References:
* International Certificate in Wealth & Investment Management: Financial ratios and their implications.
* EPS as a metric of profitability and dividend-paying capacity.


NEW QUESTION # 144
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