- Exam Code: ICWIM
- Exam Name: International Certificate in Wealth & Investment Management
- Updated: Oct 01, 2026
- Q & A: 256 Questions and Answers
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| Section | Objectives |
|---|---|
| Topic 1: Investment Products and Suitability | - Suitability and client profiling - Equities, bonds, and collective investments - Taxation and charges overview |
| Topic 2: Regulation and Ethics | - Regulatory environment in financial services - Conduct of business and compliance principles - Ethical standards in investment advice |
| Topic 3: Wealth Management Principles | - Client investment needs and objectives - Portfolio construction basics - Risk and return concepts |
| Topic 4: Investment and Financial Markets | - Asset classes and investment products - Structure of financial markets - Market participants and their roles |
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