Exam preparation for the CISI Asset Servicing technical unit, aligned to Version 22 for exams from 11 June 2026 to 10 June 2027.
Course syllabus information reviewed for 2026. Always check the awarding body’s latest official syllabus and candidate updates before booking or sitting your exam.
Build the operational knowledge required for the CISI Asset Servicing examination, from the lifecycle of a corporate action through mandatory and voluntary events, tax, participants, legal duties, risks and controls. Every one of the 50 official question allocations is represented in the eight-chapter syllabus map.
| Assessment | Multiple-choice examination |
| Duration | 60 Minutes |
| Standard Pass Mark | 70% |
| Level | CISI Level 3 |
| Total Qualification Time | 80 hours |
Follow events from announcement and entitlement through elections, settlement and reconciliation.
Prioritise all eight chapters according to their official share of the 50-question exam.
Connect servicing processes with governance, taxation, legal duties and operational controls.
End-to-end corporate-action processing from announcement through entitlement, instruction, settlement and reconciliation.
Processing events that occur without a holder election.
Events requiring investor decisions, elections and deadline management.
Shareholder rights, meetings, voting and issuer governance.
Tax consequences, withholding and relief relevant to asset-servicing events.
Roles of issuers, agents, custodians, depositories and other infrastructure providers.
Legal ownership, documentation, disclosure, sanctions and regulatory obligations.
Operational risks, reconciliations, controls, claims and incident management.
Preparation centre
Use these connected guides for the syllabus, exam format, booking and revision strategy.
The assessment contains 50 multiple-choice questions and lasts 60 minutes.
This page follows Asset Servicing Version 22, applicable to exams from 11 June 2026 to 10 June 2027.
The eight chapters contribute 7, 10, 8, 5, 5, 4, 8 and 3 questions respectively, totalling 50.
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No. For UK regulated activities, the firm must map the role to the FCA Training and Competence sourcebook and its appropriate-qualification tables. A CISI course title alone does not establish authorisation for every activity. Confirm the requirement with the employer and regulator before booking.
Use the official CISI booking flow to check remote-invigilation or test-centre availability for CISI Asset Servicing. Confirm the current workbook edition and read Candidate Updates before booking.
Exams Academy checkout is displayed in US dollars and the card provider converts it to GBP. The official CISI exam and required workbook are booked and paid for separately at the current CISI price.
🇬🇧 Local market guide
Review how CISI Asset Servicing connects to regulation, qualification pathways, booking, currency and careers in the United Kingdom before paying the official exam fee.
For UK regulated activities, the firm must map the role to the FCA Training and Competence sourcebook and its appropriate-qualification tables. A CISI course title alone does not establish authorisation for every activity.
Financial Conduct AuthorityUse the official CISI booking flow to check remote-invigilation or test-centre availability for CISI Asset Servicing. Confirm the current workbook edition and read Candidate Updates before booking.
Find a CISI test centreICWIM knowledge is relevant to international private banking, client services, wealth operations and entry-level investment-support roles. Regulated UK advice roles may require a different or higher-level qualification.
Exams Academy checkout is displayed in US dollars and the card provider converts it to GBP. The official CISI exam and required workbook are booked and paid for separately at the current CISI price.
Market-specific reading
Review the official format, syllabus and study plan.
Compare ICWIM's international foundation with a UK role-focused progression route.
Explore UK-specific wealth-management context beyond the global ICWIM syllabus.
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