CISI Level 7 Chartered Wealth Manager Prospectus 2015


CISI Chartered Wealth Manager Programme 2015
The QCF Level 7 Chartered Wealth Manager (CWM) qualification is considered to be the premier standard for private client wealth managers.
Many years of experience in financial services training, a track record of significantly higher than average success rates and experienced professionals committed to our clients makes us the training provider of choice for qualification support, CPD training and executive coaching.
By choosing us you will benefit from:
- A variety of different cost effective solutions to fit in with your specific needs.
- Expert trainers and support staff who are highly results driven.
- Interactive, interesting materials, focused closely on examination success.
- Answers to your technical questions and tips for exam technique.
- Student queries answered by email up to the exam.
- Our drive and desire to help you succeed.
- A track record of significantly higher than average success rates.
The Chartered Wealth Manager (CWM) qualification consists of three papers:
- Financial Markets
- Portfolio Construction Theory
- Applied Wealth Management
Each paper is a three-hour narrative exam taken in June and December only.
For details about what the syllabuses cover refer to the CISI website as below:
Financial Markets visit here
Portfolio Construction Theory visit here
Applied Wealth Management visit here
Study Programmes
Our flexible approach allows you to decide upon one or a range of solutions. The main alternatives and costs are shown below but if you have any additional requirements, please contact us. In company courses can be arranged.
Learning solution available for each subject and cost:
8 day intensive learning and revision course £1,700
2 day revision course £450
Revision mock exam marked with feedback £125
One to one support £90 per hour
24/7 unlimited email support prior to exam £50 per month
Important notes:
- Prices are per person, per exam module and exclude VAT. They are correct as at 1 July 2015.
- All standard two day and eight day courses are subject to a minimum number of 6 candidates.
- All standard two day and eight day revision courses receive free unlimited follow up email support.
- All standard eight day courses include a free revision mock exam with marks and analysis of answers, integral to the course.
- Candidates are required to purchase their own CISI workbook and register with the CISI for each exam separately to the costs shown above.
For our latest open course dates – Visit here
What else should you know?
Exemptions
The CISI offer exemptions from the CWM papers based on previous qualifications achieved. Please contact the CISI directly to discuss their critereia and exemption application fees
Booking and contact
To book a place on one of our open courses or to arrange a programme specific to your needs, please contact us on 0203 292 9229 or email: info@glascow.co.uk or visit our events page on our website and click on the relevant course you are interested in. At the foot of each course, you will find our easy to use booking and payment facility.