Course description
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.
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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.
Training Course Content
The qualification consists of three papers:
Financial Markets
- Economics and Interpretation of Economic Statistics
- Financial Statements
- Investment Mathematics
- Investment Analysis
Portfolio Construction Theory
- Investment Theory
- Asset Allocation Strategies
- Behavioural Finance
- Portfolio Performance
- Taxation
Applied Wealth Management
- The Adviser-Client Relationship
- Cash Management
- Financial Protection against Risk
- Pension Wrappers
- Other Investments
- Methods of Portfolio Protection
- Taxation & Trusts
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Fitch Learning
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...