How Are IWI Exam Objectives and Topics Determined?
Certification Commissions meet regularly to review and update the knowledge, skills, activities, and tasks that financial advisors, investment consultants, wealth management analysts, and retirement planning specialists must be able to perform.
Job Task Analysis
Every 5 years, the commissions conduct a detailed Job Task Analysis to identify major changes in the work activities covered by the certifications.
Commission volunteers write knowledge, skill, and tasks statements (KSAs).
KSAs are put before the industry at large through a survey.
Responses directly inform which categories are included on the exams and the percentage of questions selected for each category