Career path
Wealth & advice: your exam route
You look after clients' money: private banking, relationship management, portfolio management or advice. ICWIM is the international foundation for these roles.
Who this path is for
- Private bankers and relationship managers
- Portfolio and fund managers
- Financial analysts and investment advisers
- Promotion managers in the UAE
Your exams
Which order?
- ICWIM covers asset classes and markets, economics and investment analysis, investment management, advice and suitability, and lifetime financial planning. Two chapters (Economics and Investment Analysis, and Investment Advice) carry 42% of the marks.
- Add UAE FRR if you're going to hold a UAE CMA-licensed role. The two exams are bundled as the Cat 5 Pack.
Bundles that fit this path
UAE-licensed roles. In the UAE, the CMA licensing chart pairs UAE FRR with ICWIM for fund and portfolio managers, financial analysts and promotion managers. See the
UAE licensing guide.
Career paths are a guide, not a rule. Requirements vary by employer and regulator, so confirm what your own role needs before you book an exam.
Related guides
FAQ
Is ICWIM the UK adviser qualification?
No. ICWIM is an international qualification. For UK retail investment advice, CISI's route is the Investment Advice Diploma.
How many questions does the bank have?
678 practice questions across all 8 chapters, with walkthroughs, a cram sheet and audio.
Not sure this is your path?
Compare every exam side by side, by career.
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