This is the third unit of three that form the Chartered Wealth Manager award. This is a post graduate qualification which covers all of the knowledge required to provide private clients with the highest level of service. The CISI recommends 200 hours of study for each unit to prepare for the three-hour narrative exam. On successful completion of Financial Markets, Portfolio Construction Theory and Applied Wealth Management, you can apply for the CISI Chartered Wealth Manager title.
Applied Wealth Management Unit Syllabus
The detailed syllabus is available on the CISI website and changes regularly which is reflected in the relevant edition of the CISI workbook. The workbook is essential learning material which should be purchased when booking the CISI exam.
Our Applied Wealth Management training course covers this syllabus:-
- Explain the UK financial services regulatory system and its implications for firms and advisors
- Develop, construct, and implement an appropriate investment plan for a client by applying the principles of investment planning, and communicate the plan to the client
- Revisit and review appropriately the investment plan within the ongoing client relationship and management of a private client portfolio
- Apply and evaluate the management of liquidity to meet short and long- term funding requirements
- Evaluate financial protection needs and apply suitable protection products where appropriate
- Evaluate how political, economic, legal, social, tax, and regulatory factors provide the context for, and impact on retirement planning
- Evaluate and apply suitable accumulation, de- risking, decumulation, and retirement income strategies appropriate to a client’s retirement planning and provision
- Explain and evaluate the use of social investment and philanthropy for clients and wealth management
- Assess the impact of personal taxation on the investment planning and investment decision-making process
- Identify, explain, and examine the types and uses of trusts, the rights of beneficiaries, and the taxation of trusts.
Why choose to study with us?
Choosing the right training provider is vital for study at this level. We have developed courses to provide you with the best chances for success. Expert tuition in small groups, 24/7 email access to your tutor, interesting online materials and mock exams pitched at the right level offer unrivalled support for this qualification.
Course and Module |
Date |
Time |
Type |
Days |
Venue |
---|---|---|---|---|---|
05/03/2024-17/05/2024 |
9:15am-4:15pm |
Comprehensive |
8 |
Online |
|
16/05/2024-17/05/2024 |
9:15am-4:15pm |
Revision |
2 |
Online |
|
12/09/2024-15/11/2024 |
9:15am-4:15pm |
Comprehensive |
8 |
Online |
|
14/11/2024-15/11/2024 |
9:15am-4:15pm |
Revision |
2 |
Online |