CISI Wealth Management Practice Exam Preparation
تحضير للورقة الثانية من شهادة إدارة الثروات الدولية المتقدمة وفق الإصدار الثالث 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 تحليل الأوراق المالية، والضرائب والصناديق الاستئمانية، والمنتجات الاستثمارية، والمخاطر والعائد، وبناء المحافظ، والمشورة، واختيار الاستثمارات، وتقييم المحافظ ومراجعتها.
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
End-to-end advice process
Follow the client journey from objectives and risk through selection, recommendation and ongoing review.
- ✓ Client analysis
- ✓ Recommendation
- ✓ Review and maintenance
Portfolio decision skills
Connect securities analysis and investment products with construction, performance and risk controls.
- ✓ Security selection
- ✓ Portfolio construction
- ✓ Evaluation and risk
Tax and planning context
Understand how taxation, trusts and foundations influence international wealth-management decisions.
- ✓ Personal taxation
- ✓ Trust structures
- ✓ Foundations and estate planning
المنهج الدراسي
الوحدة 1: Securities Analysis 16.25% من وزن المنهج
Economic, sector, company, equity and fixed-income analysis used to assess investment opportunities.
- • Economic and sector analysis
- • Company and equity analysis
- • Fixed-income analysis
الوحدة 2: Taxation, Trusts and Foundations 12.5% من وزن المنهج
Tax principles, residence and domicile, trusts, foundations, estate planning and cross-border considerations.
- • Tax principles
- • Trusts and foundations
- • Estate and succession planning
الوحدة 3: Investment Products 11.25% من وزن المنهج
Features, uses, risks and suitability considerations across the products available to wealth clients.
- • Direct investments
- • Collective investments
- • Structured and alternative products
الوحدة 4: Principles of Investment Risk and Return 12.5% من وزن المنهج
Return measurement, risk types, diversification and the relationship between risk and expected return.
- • Risk measures
- • Return calculation
- • Diversification and correlation
الوحدة 5: Portfolio Construction 12.5% من وزن المنهج
Objectives, constraints, asset allocation, optimisation, behavioural influences and portfolio implementation.
- • Investment policy
- • Asset allocation
- • Portfolio implementation
الوحدة 6: Investment Advice 8.75% من وزن المنهج
The advice process, client information, objectives, risk capacity, suitability and professional communication.
- • Fact finding
- • Risk and suitability
- • Advice and disclosure
الوحدة 7: Investment Selection and Recommendation 16.25% من وزن المنهج
Selecting investments, conducting due diligence and forming suitable, evidence-based recommendations.
- • Investment screening
- • Due diligence
- • Recommendation construction
الوحدة 8: Portfolio Evaluation, Maintenance and Review 10% من وزن المنهج
Performance measurement, attribution, benchmarking, rebalancing and continuing client review.
- • Performance evaluation
- • Benchmarking and attribution
- • Rebalancing and review
لمن هذه الدورة؟
الأسئلة الشائعة
Paper 2 is assessed by 80 multiple-choice questions in 120 minutes.
The syllabus map follows Version 3, applicable to examinations from 2 March 2026 to 20 August 2027, subject to any later official CISI update.
Not by itself. The certificate requires both Wealth Management Practice (Paper 2) and Economics and Markets for Wealth Management (Paper 1).
Securities Analysis and Investment Selection and Recommendation each carry 13 of the 80 questions. All eight elements remain examinable.
Checkout is open while the latest Version 3 learning content and question bank are being completed. Purchasers see the current two-hour completion notice on their dashboard.
التحضير لاختبار CISI لممارسة إدارة الثروات
ميزات الدورة
احجز مكانك في الدورة
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