Structured preparation for the CISI Level 4 Investment Management unit, aligned to the current Version 4 syllabus and its six official examination elements.
Course syllabus information reviewed for 2026. Always check the awarding body’s latest official syllabus and candidate updates before booking or sitting your exam.
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Try 15 questions from 4. Securities Valuation
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Investment Management is one of the two units required for the CISI Level 4 Certificate in Investment Management. It moves from the structure of the investment-management industry and client portfolio planning into valuation, securities analysis, collective investments and quantitative data analysis.
This course page follows the current Version 4 syllabus and maps every one of the 80 examination questions to the six official elements. Securities Valuation carries the largest weighting at 26.25%, while the remaining elements build the industry, portfolio, valuation, alternative-investment and analytical knowledge needed for the assessment.
| Assessment | Multiple-choice examination |
| Duration | 120 Minutes |
| Standard Pass Mark | 70% |
| Level | CISI Level 4 |
| Total Qualification Time | 140 hours |
| Feature | Exams Academy | Details |
|---|---|---|
| Access Period | Lifetime Access | One-time enrollment with no recurring fee |
| Practice Exams | Unlimited Retakes | |
| Study Support | Instant 24/7 AI Tutor | Self-service AI support; live instructor support is not included |
| Cost | $189 (One-Time) | One-time payment with no recurring subscription |
Practise the official 80-question weighting across four unique papers and a final mixed test.
Connect client objectives and portfolio construction with company accounts, asset valuation and product selection.
Review formulas, numerical distinctions and frequent traps with flashcards, revision references and course-grounded support.
Use the same question bank in two different ways: build understanding with instant feedback, then switch to a realistic simulation when you are ready.
Choose an answer, see immediately whether it is right or wrong, and read the explanation before moving on.
Work against the official-style timer without revealing answers, then review your score and every explanation after submission.
Investment strategies, institutional activities, ancillary services, theory, investment styles and market value drivers.
Client objectives, risk profiling, investment policy, asset allocation and portfolio monitoring.
Company accounts, ESG factors, financial ratios, working capital and fundamental analysis.
Analysis and valuation of equities, fixed income, corporate actions, hybrids, derivatives and swaps.
Collective and exchange-traded products, structured products, alternatives, property, currencies, commodities and infrastructure.
Data sources, statistics, regression, AI, technical analysis, returns, benchmarking and risk-adjusted performance.
Preparation centre
Use these connected guides for the syllabus, exam format, booking and revision strategy.
The Investment Management unit is assessed by 80 multiple-choice questions in 120 minutes.
Yes. The course follows the latest official syllabus checked for 2026–27 sittings and includes the current CISI candidate correction. Always confirm the latest official syllabus and candidate updates for your exam date.
Not by itself. The full certificate requires both Investment Management and UK Regulation & Professional Integrity.
Securities Valuation has the largest allocation at 21 of 80 questions. All six elements remain examinable and are included in the map above.
You receive five 80-question mock exams, 80 flashcards, 92 searchable revision references, six detailed summaries and a course-grounded AI tutor.
Yes! Test your knowledge and see our AI tutor explanations with the free CISI Investment Management Level 4 Topic Quiz below. It contains 15 questions from one named topic and is not a full mock exam or overall readiness assessment.
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 Investment Management Level 4. 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 Investment Management Level 4 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 Investment Management Level 4. 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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