Exam Overview

A CMA mandated exam that is provided in cooperation with the Chartered Institute for Securities & Investment (CISI). The International Certificate in Wealth and Investment Management includes financial planning foundations, Customer assets management from the privet sector, portfolios Management, consulting functions and investment analysis from a global perspective. It covers the assets and investment products available in the market as well as finding appropriate solutions to meet customer needs in the sectors of investment, retirement and protection planning needs. It is suitable for international candidates working in wealth management in the financial markets sector. Note: This certificate consists of two exams, and to obtain the CME certificate, you must pass both parts of the exam (A-B).

Target Audience

Passing the International Certificate in Wealth and Investment Management exam a requirement for all registered persons under the managing activities, (For example but not limited to investment portfolio managers, fund managers and associated investment analysts).

Exam Profiles
International Certificate in Wealth and Investment Management - CME4B - Arabic
Exam Language

Arabic

Degree of Success

70 Degree

Exam Duration

120 Minutes

Exam Owner

CISI

Eductional Tutorial
International Certificate in Wealth and Investment Management - CME4B - English
Exam Language

English

Degree of Success

70 Degree

Exam Duration

120 Minutes

Exam Owner

CISI

Eductional Tutorial
Competencies and its Weights

Chapter 1: The Financial Services Sector: 10%

Chapter 2: Industry Regulation: 6%

Chapter 3: Asset Classes: 9%

Chapter 4: Collective Investments: 8%

Chapter 5: Fiduciary Relationships: 19%

Chapter 6: Economics and Investment Analysis: 15%

Chapter 7: Investment Management: 18%

Chapter 8: Lifetime Financial Provision: 15%

 

It is estimated that this workbook will require approximately (100) hours of study time.

Exam Requirements

Not Available

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تنويه: نفيدكم أنه سيتم إرسال المادة التعليمية الخاصة بالاختبار عن طريق البريد الإلكتروني المرتبط بحسابكم على موقع الأكاديمية المالية، وذلك خلال خمسة أيام عمل من تاريخ التسجيل على الاختبار.