CISI Chartered Wealth Manager Qualification

The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a high quality service to clients. It is the CISI’s flagship qualification for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate their competence in devising investment portfolios that meet clients’ needs.

This qualification comprises three units:

• Financial Markets
• Portfolio Construction Theory
• Applied Wealth Management

Upon completion, you may be eligible to apply for the CISI’s Chartered Wealth Manager title.

Note: The Chartered Wealth Manager Qualification is achieved by passing all three units. Of which are assessed by three-hour written exams.

• Highly regarded qualification developed in consultation with leading stockbrokers, investment banks and industry trade bodies
• CISI Membership rewards
• Specialist qualification offering candidates in-depth knowledge of investment issues
• Client-focused practical qualification with around 40% of the study time allocated to working with client case scenarios

• Equips advisers with a qualification which will help build client confidence and trust
• Flexible study options, as the programme allows candidates to spread their studies over an 18-month period
• RDR compliant for advising on, and dealing in, securities and derivatives; advising on packaged products and managing investments
• MCSI designatory letters
• Route to Chartered Wealth Manager title

All units are assessed via a 3-hour examination of 100 marks. All unit exams are scheduled every year in June (exam registration closes in March) and January (exam registration closes in September).