Rigorous examinations. Genuine professional competence.
Every IWSAM qualification is earned, not assumed. Our examinations test the full range of what a wealth and asset management professional is trusted to know and do.
A qualification only means something if it can be trusted. Ours are tested, not assumed.
The Institute conducts rigorous professional examinations designed to assess the full range of competencies a wealth and asset management professional is trusted to hold — from technical knowledge to the judgement required to apply it responsibly.
Every candidate for membership must pass the examination attached to their qualification level before that qualification is awarded.
Five competencies, tested in full
Professional knowledge
Analytical ability
Ethical judgement
Practical competence
Decision-making skills
Register
Apply for the examination matching your qualification level
Prepare
Study against the Institute's published learning areas
Sit the exam
Complete the formal Institute examination
Get certified
Receive your qualification upon a passing result
Two levels, each with its own examination
Every IWSAM qualification is attached to a dedicated examination, set and marked by the Institute.
Basic Certificate in Wealth and Asset Management Examination
Assesses foundational knowledge across wealth management, financial planning and investment principles. A pass leads directly to the award of the Basic Certificate in Wealth and Asset Management (BCWAM).
View BCWAM learning areas →Professional Diploma in Wealth and Asset Management Examination
Assesses advanced strategic, technical and governance competence across portfolio management, estate planning and sustainable investing. A pass leads directly to the award of the Professional Diploma in Wealth and Asset Management (PDWAM).
View PDWAM learning areas →