Why choose the Chartered Wealth Manager qualification?

The CISI’s Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients. It is a progressive qualification comprised of three units, Financial Markets, Portfolio Construction Theory and Applied Wealth Management. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management. Upon achieving the qualification you may be eligible to apply for our Chartered Wealth Manager title.

Hear from CISI members who have achieved the Chartered Wealth Manager qualification, and how it has benefited them in their career in wealth management

Find out more about the benefits of taking this CISI qualification at cisi.org/cwmq

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