Certificate in Investment Management and Strategies

The exam typically consists of multiple-choice questions, case-based scenarios, and analytical problem-solving questions designed to test both theoretical knowledge and practical application.

The exam duration is generally 2.5 to 3 hours, depending on the administering body, with time allocated proportionally across different sections of the syllabus.

While there are no formal prerequisites, candidates are expected to have a foundational understanding of financial markets, instruments, and basic economics before attempting the exam.

Core topics such as portfolio construction, asset allocation, risk management, and investment strategy formulation carry the highest weight in the exam.

The passing score is typically set around 65–70%, though this may vary based on the scoring methodology and the exam provider’s guidelines.

Yes, the certification is widely recognized and valued by investment firms, asset management companies, and financial advisory services as a mark of advanced proficiency.

Yes, most exam providers allow candidates to retake the exam after a specified waiting period, though a re-examination fee may apply.

Candidates are encouraged to follow a structured study plan, use official study materials, and practice with mock exams to gain familiarity with the question formats and key concepts.

Yes, the exam includes dedicated sections on ethics, compliance, fiduciary responsibilities, and ESG (Environmental, Social, and Governance) investing principles.

Yes, the curriculum includes global market trends, international investment strategies, and cross-border regulatory considerations to ensure comprehensive coverage of the field.