Chartered Wealth Manager Qualification
Prepare for the CISI Chartered Wealth Manager Qualification, covering financial markets, applied wealth management and portfolio construction theory at Levels 6 and 7.
Learning Objectives
5 objectivesAssess how economic conditions and policy affect financial markets and investment returns.
Analyse company accounts, and evaluate the risks and returns of cash, bonds, equities, property, alternatives and derivatives.
Construct and review client portfolios using asset allocation, portfolio theory and performance measurement.
Advise private clients on regulation, financial planning, pensions, insurance, tax, trusts and estate planning.
Weigh the effect of behavioural finance, stewardship and sustainable investing on portfolio decisions.
Programme Outline
3 topicsFinancial Markets (Level 6)
The economic and accounting foundations for wealth management: macroeconomic policy, company accounts, investment mathematics, instrument risk and return, and UK market structure.
Applied Wealth Management (Level 7)
Advising private clients in practice: regulation and ethics, the planning process, ongoing review, funding and protection, pensions and retirement, philanthropy, tax and trusts.
Portfolio Construction Theory (Level 7)
Client risk and objectives, asset allocation, asset pricing models, market efficiency, behavioural finance, fund management, derivatives, performance measurement and tax.
Recommended before enrolling
We suggest completing the following first:
Hands-On Resources
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