International Certificate

International Certificate in Wealth & Investment Management India

Why study the International Certificate in Wealth & Investment Management India?

The International Certificate in Wealth & Investment Management (ICWIM) India is a bespoke qualification aimed at investment and wealth management practitioners and others dealing with high net worth clients who require the knowledge required by the National Institute of Securities Markets (NISM) to qualify as a Level 1 Investment Advisor in India, in order to provide high-quality advice to clients and firms specifically in India.

The qualification introduces candidates to financial services and regulation of markets in India. It provides a comprehensive introduction to Indian savings and investment products, financial planning calculation and tools, investment analysis, lifetime financial provision and tax and estate planning in India.

Is the International Certificate in Wealth & Investment Management India right for me?

The International Certificate in Wealth & Investment Management India is suitable for wealth and investment professionals in India who need to demonstrate their knowledge of Indian financial services and regulatory systems and who currently advise clients.

It is also suited to postgraduate students and senior practitioners in India who wish to become licensed wealth advisors.

Key features:

  • India focused – provides a comprehensive introduction to Indian financial services, regulation of markets and investment products
  • Developed in conjunction with the National Institute of Securities Markets (NISM)
  • Available to all – the qualification has no entry requirements
  • First step in the CISI’s global wealth management pathway for practitioners in India – you can build upon this qualification by progressing to the International Certificate in Advanced Wealth Management
  • Free  – become associated with a Chartered professional body and take advantage of an extensive range of benefits
  • ACSI designatory letters

Qualification Structure:

The International Certificate in Wealth & Investment Management India is achieved by passing two, multiple-choice exams. Select an exam to view more details.

Wealth & Investment Management (India)

The aim of this unit is to ensure that candidates can demonstrate their undertstanding of jurisdiction-specific knowledge required by the National Institute of Securities Markets (NISM) towards qualifying as a Level 1 Investment Adviser in India. To meet the full qualification criteria, candidates must also pass the CISI Level 3 International Certificate in Wealth & Investment Management to gain, overall the CISI International Certificate in Wealth & Investment Management (India).

Exam Details

This multiple choice question (MCQ) exam is computer based, consists of 100 questions and lasts 2 hours. We recommend a minimum of 154 study and upon successful completion you will be awarded 8 CPD hours. Your exam may contain 10% additional trial questions.

Exam Availability

Our CBT exams are available on demand via our global network of test centres, find your nearest test centre.
Re-sits: candidates may make a maximum of 6 attempts at the exam in any one year. Please see our Multiple Sittings Policy

Pass Mark / Pass Rate

The current pass rate for this exam is 61% and the pass mark is 70%. The exam grades are as follows:
Pass with merit (91 – 100 marks)
Pass (70 – 90 marks)
Marginal Fail (60 – 69 marks)
Fail (0 – 59 marks)

Results

Please click here to find out how and when you will receive your result.

Feedback and Appeals Exam Availability

For further details on how to give us your feedback and / or Appeal your result, please refer to our Exam Policies.

Book Now

International Certificate in Wealth & Investment Management

This unit is also a stand-alone global qualification designed to ensure that candidates have the knowledge and skills required for engaging in private client asset management (discretionary portfolio management) and fund management.

Exam Details

This multiple choice question (MCQ) exam is computer based, consists of 100 questions and lasts 2 hours. We recommend a minimum of 154 study and upon successful completion you will be awarded 8 CPD hours. Your exam may contain 10% additional trial questions.

Exam Availability

Our CBT exams are available on demand via our global network of test centres, find your nearest test centre.
Re-sits: candidates may make a maximum of 6 attempts at the exam in any one year. Please see our Multiple Sittings Policy

Pass Mark / Pass Rate

The current pass rate for this exam is 61% and the pass mark is 70%. The exam grades are as follows:
Pass with merit (91 – 100 marks)
Pass (70 – 90 marks)
Marginal Fail (60 – 69 marks)
Fail (0 – 59 marks)

Results

Please click here to find out how and when you will receive your result.

Feedback and Appeals

For further details on how to give us your feedback and / or Appeal your result, please refer to our Exam Policies.

Book Now

Post Qualification Opportunities

Membership

After completing the International Certificate in Wealth & Investment Management India qualification you can join the Institute as an Associate member and attain the designatory letters, ACSI. As a member of the Institute, you will enjoy the recognition of being a professional in a world of increasing competition. The extensive continuing professional development (CPD) opportunities available through the CISI’s suite of membership benefits ensures financial services practitioners can maintain competence and meet the requirements of firms and the regulator.