How can you pass the CISI’s Applied Wealth Management exam?

How can you pass the CISI’s Applied Wealth Management Exam?

Are you about to sit the CISI’s Applied Wealth Management exam? If so, this article will make essential reading.

The module is the third and final paper from a suite of three that makes up the Institute’s Level 7 Chartered Wealth Manager (CWM) qualification. This is their top award and the benchmark for private client investment advisers and managers, if you want to demonstrate that you have the highest standards of knowledge and expertise.

The pass rate for this exam is much better generally than the other two modules (72% Winter 2014 and 79% Summer 2014 being the latest results). A lot of this will be down to the experience of the candidates and in many respects, the more practical nature of some of the exam questions.

The structure of the exam is rather like the first paper – Financial Markets in that Section A provides a choice of answering four short questions from an available six with each question worth 5 marks. Section B has two compulsory case studies with associated questions each worth 20 marks. Section C has a larger case study and questions worth a total of 40 marks.

However, candidates still fail and often for similar reasons. My tips to help you pass first time can be found here

Don’t get caught out on the final hurdle. Make sure you go through these tips, understand them and put them into practice! Good luck.


At Glascow Consulting we offer a comprehensive revision course over eight days, which includes a mock exam with feedback. For people who wish to study alone and attend a short revision course prior to the exam, we offer a two day revision workshop. Courses are scheduled to run in London and Liverpool. Speak to us if you would like us to deliver an in-company course for you at any location. In addition we offer one-to-one coaching, email support and separate mock exams. For full details and booking, go to


Glascow Consulting Ltd is a CISI Accredited Training Provider.



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