Structured preparation for the CISI Client Money and Assets exam, aligned to Version 7 for exams from 11 December 2025 to 10 December 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.
Prepare for the specialist CISI Client Money and Assets technical unit through the UK legal and regulatory context, CASS 7 client-money rules, CASS 6 custody requirements, governance, oversight and failure scenarios. The seven chapters map to all 50 questions in the official one-hour assessment.
| Assessment | Multiple-choice examination |
| Duration | 60 Minutes |
| Standard Pass Mark | 70% |
| Level | CISI Level 3 |
| Total Qualification Time | 80 hours |
Distinguish client-money requirements under CASS 7 from safe-custody requirements under CASS 6.
Connect regulatory rules with daily controls, governance, records and escalation.
Allocate revision across all seven chapters and their published question counts.
Statutory, regulatory and fiduciary foundations for protecting client property.
Core client-money rules, segregation, banking arrangements and record keeping.
Internal and external reconciliations, calculations, discrepancies and controls.
Registration, holding, custody records, reconciliations and third-party arrangements.
Senior accountability, policies, CASS governance, reporting and assurance.
Breaches, distribution rules, firm failure, special administration and resolution.
Client classification, agreements, disclosures, transfers and unclaimed assets.
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 Version 7, applicable to exams from 11 December 2025 to 10 December 2027.
Yes. It covers CASS 7 client money, CASS 6 safe custody, governance, failure scenarios and the client relationship.
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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 Client Money and Assets. 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 Client Money and Assets 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 Client Money and Assets. 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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