• International Certificate in Wealth &
    Investment Management (ICWIM) India


What is International Certificate in Wealth & Investment Management (ICWIM) India?

ICWIM India is for wealth managers and investment advisors in India to exhibit understanding of the knowledge required by the National Institute of Securities Markets (NISM) to qualify as a Level 1 Investment Advisor in India.

This qualification is ideally suited to existing investment financial advisors, wealth advisors and wealth management professionals who currently advise clients in India. It is also suited to postgraduate students and senior practitioners in India who wish to become licensed wealth advisors. It is an ideal launchpad for a career in Financial Planning and Wealth Management.

Key Characteristics

  • Indian focused – Provides a comprehensive introduction to Indian financial services, regulation of markets and investment products.
  • Globally-recognized qualification.
  • Available to all – the qualification has no entry requirements.
  • Client focused content.
  • First step in the CISI’s global wealth / retail pathway – you can build upon this qualification by progressing to higher level CISI wealth / retail qualifications.
  • Examinable by computer based testing.
  • Free CISI Student membership.
  • ACSI designatory letters.

Syllabus Summary

The qualification consists of two exams

Wealth and Investment Management (India)

1 hour exam consisting of 50 questions

The Wealth and Investment Management (India) unit provides a comprehensive overview of financial services in India from a macroeconomic perspective, introducing candidates to the complex nature of financial services products and regulation of markets in India. The exam explores Indian savings, investment products and financial planning calculations and tools. It also covers the key aspects of pensions, financial protection, taxation and estate planning in India.

International Certificate in Wealth and Investment Management

2 hours exam consisting of 100 questions

The International Certificate in Wealth and Investment Management unit covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. The exam covers the range of assets and investment products available in the market. Candidates will gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs of clients.

International Certificate in Wealth and Investment Management (ICWIM) India


The qualification is assessed via two multiple-choice question exams and the pass mark is 70% for both exams. The exams are delivered by Computer Based Testing (CBT)

CISI Membership


If you are not currently a CISI member you will receive free CISI Student membership whilst you study and have access to a wide range of benefits. Upon successful completion of the qualification you will be eligible to become an Associate member of the Institute and you will be entitled to use the designatory letters, ACSI. CISI membership enables you to develop your career, increase your competence and maintain the highest standards of integrity. Visit cisi.org/membership.