CISI Economics and Markets for Wealth Management Exam Preparation
تحضير للورقة الأولى من شهادة إدارة الثروات الدولية المتقدمة وفق الإصدار الرابع وجميع عناصر المنهج الثمانية.
تمت مراجعة معلومات منهج الدورة لعام 2026. يُرجى دائماً التحقق من أحدث منهج رسمي وتحديثات المرشحين لدى الجهة المانحة قبل حجز الامتحان أو التقدم له.
يغطي المسار الاقتصاد الكلي، والنقد والعملات، والدخل الثابت، والأسهم، والعقارات والاستثمارات البديلة، والمشتقات، والتسوية والحفظ الآمن ضمن صيغة اختبار من 80 سؤالاً خلال 120 دقيقة.
تفاصيل الامتحان
| نوع التقييم | Multiple-choice examination |
| المدة الزمنية | 120 دقيقة |
| علامة النجاح القياسية | 70% |
| المستوى | المستوى 4 |
| ساعات الدراسة الموصى بها | 140 ساعة |
المزايا الرئيسية
Market context for wealth management
Link macroeconomics, monetary policy and financial-sector structure to client portfolio decisions.
- ✓ Economic indicators
- ✓ Policy and market cycles
- ✓ Wealth-management sector
Major asset classes
Build an exam-focused understanding of fixed income, equities, property, alternatives and derivatives.
- ✓ Fixed income
- ✓ Equities
- ✓ Alternatives and derivatives
Official weighting plan
Use the exact 80-question distribution to identify high-weight and supporting elements.
- ✓ Eight official elements
- ✓ Published question counts
- ✓ Focused revision sequence
المنهج الدراسي
الوحدة 1: Wealth Management and the Financial Services Sector 10% من وزن المنهج
The purpose, participants, services, regulation and professional context of wealth management.
- • Financial-services structure
- • Wealth-management services
- • Professional and regulatory context
الوحدة 2: Macro-Economic Environment 11.25% من وزن المنهج
Growth, inflation, employment, policy, economic cycles and the international environment affecting investments.
- • Economic indicators
- • Monetary and fiscal policy
- • Economic and market cycles
الوحدة 3: Cash, Money Markets and the Foreign Exchange Market 10% من وزن المنهج
Cash instruments, short-term markets, interest rates, currencies and foreign-exchange risk.
- • Cash and deposits
- • Money-market instruments
- • Foreign exchange
الوحدة 4: Fixed-Income Securities 20% من وزن المنهج
Bond structures, pricing, yields, credit, duration, risks and the role of fixed income in portfolios.
- • Bond features and markets
- • Price and yield
- • Credit and interest-rate risk
الوحدة 5: Equities 15% من وزن المنهج
Equity characteristics, markets, company analysis, valuation, returns and risks.
- • Equity markets
- • Financial and company analysis
- • Equity valuation
الوحدة 6: Real Estate and Alternative Investments 16.25% من وزن المنهج
Direct and indirect property, commodities, private markets, hedge funds and other alternatives.
- • Real estate
- • Private equity and hedge funds
- • Commodities and alternatives
الوحدة 7: Derivatives 10% من وزن المنهج
Forwards, futures, options, swaps and their uses in investment and risk management.
- • Derivative markets
- • Futures and options
- • Swaps and risk management
الوحدة 8: Settlement and Safe Custody 7.5% من وزن المنهج
Trade settlement, custody, ownership records, corporate actions and operational risks.
- • Settlement process
- • Custody and registration
- • Corporate actions and controls
لمن هذه الدورة؟
الأسئلة الشائعة
Paper 1 is assessed by 80 multiple-choice questions in 120 minutes.
The syllabus map follows Version 4, applicable to examinations from 21 December 2025 to 20 December 2027, subject to any later official CISI update.
No. The certificate requires both Economics and Markets for Wealth Management (Paper 1) and Wealth Management Practice (Paper 2).
Fixed-Income Securities carries 16 of 80 questions, Real Estate and Alternative Investments carries 13, and Equities carries 12. Every element remains examinable.
Checkout is open while the latest Version 4 learning content and question bank are being completed. Purchasers see the current two-hour completion notice on their dashboard.
التحضير لاختبار CISI للاقتصاد والأسواق في إدارة الثروات
ميزات الدورة
احجز مكانك في الدورة
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