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CISI Chartered Wealth Manager
The Chartered Wealth Manager Qualification is a highly regard qualification and is developed in consultation with leading stockbrokers, investment banks and industry trade bodies, including the Wealth Management Association (WMA).
This special qualification offers candidates in-depth knowledge on investment issues. This qualification is also a client-focused practical qualification with around 40% of the study time allocated to working with client case scenarios. It quips advisers with a qualification which will help build client confidence and trust.
CISI recommend that you do around 200 hours of study for each of the three modules.
Suitability - Who should attend?
The Chartered Wealth Manager Qualification is a specialist 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.
Price depends on location, and whether you study online or blended.
Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...
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