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CISI ICWIM Exam Syllabus Topics:

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

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CISI International Certificate in Wealth & Investment Management Sample Questions (Q240-Q245):

NEW QUESTION # 240
Your client estimates that they will require £40,000 of income annually to live off when they retire. Personal plus state pension will provide £35,000. They wish to retire in 20 years' time. It is estimated that they can earn
3% per annum and inflation has been forecast at 2% over the next 20 years. Interest rates are currently 1.5%.
Allowing for inflation, what lump sum would they need to accrue to supplement their pension?

Answer: B

Explanation:
* Determine the shortfall in income:
* Desired income: £40,000
* Pension provided: £35,000
* Annual shortfall: £40,000 - £35,000 = £5,000
* Adjust for inflation over 20 years:Future value = Present Value × (1 + Inflation Rate)

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