CISI Chartered Wealth Manager (CWM) Qualification

The QCF Level 7 Chartered Wealth Manager qualification is a postgraduate level qualification designed for wealth managers, discretionary investment managers, financial advisers and private bankers. It is the flagship qualification of the Chartered Institute for Securities & Investment (CISI) and is considered to be the premier standard for private client wealth managers.

The qualification consists of three papers which ideally, should be completed consecutively, in the order below. Find out about the training we offer relating to each paper:

  1. CISI Financial Markets Training
  2. CISI Portfolio Construction Theory Training
  3. CISI Applied Wealth Management Training

Once candidates have passed all three units, they are eligible to apply for the CISI’s Chartered Wealth Manager title. Each paper is a three-hour narrative exam.

 

Qualification Benefits

The Chartered Wealth Manager qualification provides candidates with in-depth knowledge of investment issues and demonstrates their competence in creating investment solutions that align with their clients’ needs and goals. It is highly regarded in the industry and developed in consultation with leading stockbrokers, investment banks and industry trade bodies. Achieving this qualification can enhance career prospects and professional standing, as well as ensuring that practitioners are up to date with the most recent studies in portfolio management and have a better understanding of the fundamental concepts behind financial assets.

 

Qualification Syllabus

Learn more about the Chartered Wealth Manager qualification syllabus:

Study Time & Timeframes

The study time required for the Chartered Wealth Manager qualification will vary as it will depend on the candidate’s background and study approach. The CISI suggests that candidates dedicate roughly 200 hours of study time for each unit. Exams are held twice a year, so candidates should plan a self-study schedule including revision and exam preparation accordingly. 

In addition, training such as Glascow’s eight day comprehensive online tutor-led course or two day revision course, could be included in the overall study time.

If a candidate passes each exam first time, the minimum period the qualification will take to complete is approximately 18 months assuming each exam is taken in succession with 6 months required for each unit.

 

Exam Schedule

The Chartered Wealth Manager exams are held twice a year, usually in June and November/December. Exam dates and booking details for each of the three CWM units can be located on the CISI website with Level 7 exam fees and learning materials listed separately. 

It is crucial for candidates to provide themselves with the best opportunity to pass the exams on the first attempt, as the investment of time needed to complete all three papers is substantial. This is where Glascow’s expert training and support with exam technique can really pay off.

 

How to Enrol

To pursue the Chartered Wealth Manager Qualification, candidates must meet the CISI’s minimum entry requirements, which typically include holding a suitable QCF Level 4 financial services qualification, such as the CISI’s Investment Advice Diploma, or having relevant industry experience. 

Candidates can make use of study resources provided by the CISI, such as course materials, revision guides, and past exam papers. This is also a good time to enroll in a full or revision study program in the lead up to the exam, offered by a training provider, such as ourselves, Glascow Consulting. 

 

Glascow Chartered Wealth Manager Study Programmes

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 Glascow Consulting the training provider of choice for qualification support, CPD training and executive coaching. 

Our flexible approach allows you to decide upon one or a range of learning solutions. The main alternatives and costs are shown below but if you have any additional requirements, please contact us. In-company courses can also be arranged.

Learning solutions available for each subject and cost:

  • 8 day intensive learning and revision course £2,550
  • 2 day revision course £500
  • Revision mock exam marked with feedback £125
  • One to one support £110 per hour

Important notes:

Prices are per person, per exam module and exclude VAT. They are correct as of 1 September 2023.
All standard two day and eight day courses are subject to minimum candidate numbers.
All standard two day and eight day revision courses receive free unlimited follow up email support.
All standard eight day courses include two free revision mock exams 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 more information and latest open course dates:

All of our scheduled courses are delivered via Zoom and tutor-led.

What else should you know?

Exemptions – The CISI offers exemptions from the CWM Financial Markets paper only. Please contact the CISI directly to discuss their criteria and exemption application fees.

 

Booking and contact

To book a place on one of our scheduled training courses or to arrange a programme specific to your needs, please contact us on 0203 292 9229 or email: or visit our CISI training course dates page to find the course you are interested in. At the foot of each course, you will find our easy to use booking and payment facility.

Testimonials

Bruce Turkington

Cris and Kathryn couldn’t have been more helpful when trying to fit studying around a busy lifestyle. I found the courses engaging and very enjoyable. Cris has a knack of making tricky parts of the syllabus easy to understand.

Bertie GrossartTrainee Investment Manager. August 2023

I was very fortunate to have Cris Glascow’s support through the CISI Chartered Wealth Manager qualification. Cris really is an expert in his field and has an extremely deep understanding of the subject matter. No questions were left unanswered and he wastes no time responding to queries.  The small class sizes made for an interactive and collaborative learning environment where I never felt unable to ask questions.  He was always available and tailored the sessions, particularly in the run up to exams, to areas the class felt needed more attention. Without Cris’s support the process would not have been so smooth.  Thank you.

Charlotte MetcalfeAssistant Investment Manager

I was lucky enough to have Cris Glascow as my tutor for the Chartered Wealth Masters. I cannot recommend him enough, I really believe there is no other tutor like him.  His approachable and relaxed nature made the whole learning experience really enjoyable. The depth and breadth of his knowledge is truly incredible and unique. I believe this gave us the real X factor to pass. No question was too much trouble for Cris. His clear teaching style with multiple methods, wealth of experience and speed and efficiency in responding to queries really makes him stand out from the industry. Cris played a momentous part in helping me qualify and I am forever grateful to him.

 

What Clients Say About Us

  • Luke Smulders

    I recently completed the CISI Level 6 Certificate in Advanced Financial Planning course with Glascow Consulting. From the outset, Cris’ expertise and deep understanding of what was required to be successful in this exam was clear.

    By sharing his knowledge and experiences, coupled with his ability to turn complex concepts into easily understandable chunks of info this made the learning process both enjoyable and efficient.

    The study material provided was comprehensive, up-to-date, and instrumental in helping me grasp the intricacies of the advanced financial planning module.

    Thanks to Cris and Glascow Consulting, I passed my CISI Level 6 Certificate in Advanced Financial Planning. I wholeheartedly recommend Glascow Consulting to anyone seeking top-notch financial training.

  • Bruce Turkington

    Cris and Kathryn couldn’t have been more helpful when trying to fit studying around a busy lifestyle. I found the courses engaging and very enjoyable. Cris has a knack of making tricky parts of the syllabus easy to understand.

  • Bertie GrossartTrainee Investment Manager. August 2023

    I was very fortunate to have Cris Glascow’s support through the CISI Chartered Wealth Manager qualification. Cris really is an expert in his field and has an extremely deep understanding of the subject matter. No questions were left unanswered and he wastes no time responding to queries.  The small class sizes made for an interactive and collaborative learning environment where I never felt unable to ask questions.  He was always available and tailored the sessions, particularly in the run up to exams, to areas the class felt needed more attention. Without Cris’s support the process would not have been so smooth.  Thank you.

  • Harry BellCFP™ Chartered FCSI

    Crispin was an invaluable resource to me on my final submission. Whilst I’m confident in my ability to provide financial planning to my clients, that isn’t enough to pass the case study assessment. Having Crispin’s knowledge of the assessment criteria, and his ability to think like an assessor, enabled me to fine tune my plan to pass almost all of the assessment criteria.

  • Nick LawsonTurnbull CFP Passed at first submission

    Cris was instrumental in guiding me through the CISI Level 7 Financial Plan Case Study. Particularly given that I had completed my Level 4 Diploma through the CII, I was still getting accustomed to how the CISI approaches its qualifications. Generally the CII are very modular in approach whereas the Case Study takes a holistic look at the entire syllabus and requires a candidate to show application of technical knowledge through the 6 steps of the financial planning process. I found it difficult to combine the theoretical and practical financial planning knowledge but with the constant challenge by Cris this became possible over time. He also encouraged me to develop a framework/structure before starting to draft my financial plan, without this I wouldn’t have been successful. Cris also constantly reminded me to stress test my plan and this was something I didn’t initially do – this was another benefit of getting guidance from Cris.

  • James WilsonCFP Chartered MCSI DipFA MLIBF

    Crispin Glascow is in my opinion the best Financial Services Qualifications trainer out there by far . I started my qualifications journey with Cris back in 2015 . And I have successfully passed all my exams and courses under his tutorage. Most recently my level 7 CISI CFP exam and case study which I passed in 2021. Cris is the perfect trainer and without him I doubt I would have achieved the qualifications I have today.

    Cris does not just train you to pass the exams . He tutors and coaches you to understand the subjects in depth . I cannot recommend him highly enough . And I would encourage anyone looking to pass their Level 7 CFP case study to reach out the Cris

  • Jacob LytheInvestment Management Assistant

    The guidance and assistance I received throughout the exam process was perfect for me. The small classes and the support I received every step of the way, was a crucial factor in helping me get over the line. Cris and Kathryn helped me whenever I had any struggles, whether that be a question query or an issue with an exam sitting. I would highly recommend Glascow Consulting to colleagues and others within the Financial Services industry.

  • Chenji MengWealth Manager

    I was in a CISI level 6 training Advanced Financial planning workshop hosted by Cris and over the two days of the intensive course feel much more confident ahead of my exam. He explained material very clearly in every section of the syllabus. I have moved qualifications from CII to CISI and Cris was able to explain exam techniques relevant to CISI that was of great help. Would highly recommend Cris.

  • Ben BolgerSenior Financial Planner

    Cris supported me through the CISI Level 7 Diploma in Advanced Financial Planning and the CISI Level 7 Diploma in Wealth Management. His knowledge of the syllabus and the financial services industry is fantastic and the way in which he taught the course material was always extremely engaging and practical. He was quick to respond to all my questions and clarify anything I didn’t quite understand, whilst providing extensive learning material to work through. My level of confidence approaching the exams after working with Cris was far superior to when I had approached exams preparing either alone or with other training providers. I would without doubt recommend to anyone wanting to pursue exams with the CISI to get in touch with Glascow consulting and start working with Cris

  • Dan RoddyTraining & Development Manager, Rowan Dartington

    Our firm has worked with Glascow Training for several years now, during which time we have called on Cris’s considerable expertise numerous times. Cris has coached CISI exam candidates at all levels and the results have been excellent. The feedback from colleagues who have sought assistance has always reflected his excellent knowledge of both the technical topics and of exam craft. As a training manager I particularly value Glascow Consulting’s responsiveness and flexibility in providing us solutions that fit our needs and Cris’s insight and advice is highly recommended.

  • Richard BeardRelationship Director

    The Pension Transfers revision course was highly informative and well structured including time to practice past questions. The mock exam provided was also very useful and very detailed answers. What has also impressed me is the speed and quality of response from Cris to technical questions which I have asked following my attendance on the course. I believe that Cris’s help was instrumental towards me achieving a pass particularly as I had no practical experience in the subject.

  • John RadcliffeRelationship Director

    Cris thanks for your help during and after the CISI Pension Transfers and Planning Advice course, I found the course and your support invaluable.  My understanding and approach to answering the questions was much improved giving me more confidence in approaching the exam.  It was good to be able to have a wider debate and discussion around the aspects of the syllabus for which I needed more clarification particularly when I don’t work in the industry.

  • Mark RobinsonDirector & Chartered Financial Planner

    I attended a 2 day workshop in London with Cris in preparation for the first sitting of the new CISI Level 6 Certificate in Advanced Financial Planning exam (March 2020). Having come from doing CII exams Cris was able to clearly explain how the CISI exams differ and guide me through the key parts of the syllabus. His style of teaching had the right balance of intensity and detail without overloading or confusing me and I left feeling in a much more confident and focused position. As a result I passed the exam with Merit and would have no hesitation in recommending Cris to anyone looking to improve their chances of passing.

  • Charlotte MetcalfeAssistant Investment Manager

    I was lucky enough to have Cris Glascow as my tutor for the Chartered Wealth Masters. I cannot recommend him enough, I really believe there is no other tutor like him.  His approachable and relaxed nature made the whole learning experience really enjoyable. The depth and breadth of his knowledge is truly incredible and unique. I believe this gave us the real X factor to pass. No question was too much trouble for Cris. His clear teaching style with multiple methods, wealth of experience and speed and efficiency in responding to queries really makes him stand out from the industry. Cris played a momentous part in helping me qualify and I am forever grateful to him.

  • Jonathan DilleyAssociate Investment Manager

    I had the pleasure of learning from Cris as I was studying towards my CISI Level 7 Diploma in Wealth Management. Whilst studying with Cris I was continually impressed by his depth of knowledge, his wealth of experience as well as his ability to teach and encourage everyone on his courses. He adapts his tuition and material to the groups strengths and weaknesses which I feel is crucial when undertaking such qualifications that require a depth of understanding beyond that which most candidates would possess when begging the qualification.

    I would give Cris and Glascow consulting my highest recommendation, I not only completed my qualification in a timely manner but also learned gleaned valuable skills from Cris that without his tutelage I certainly wouldn’t possess today.

  • Kevin Bray, FPFSFinancial Planning Director

    Having recruited two trainee advisers for the company I wanted to be sure they were given the best possible training for their level 4  qualification. The decision was taken to find the budget to bring in someone who could help them get through this first time. I had concerns that a centrally organised workshop may not be the answer from previous experience as larger groups are not always effective for every individuals learning style it also meant I could not dovetail the training with their work commitments. I needed something bespoke and I needed the right trainer with the right attitude. 

    I ascertained that Cris Glascow came with CISI approval so that satisfied my due diligence. I made contact with him and found him to have a flexible attitude and a professional approach. We agreed that he deliver bespoke training events for my trainees as part of their exam preparations. 

    I never had any doubt in the fact they would pass all elements required first time with the expert help of Cris. They are now level 4 qualified with an embedded knowledge of financial services which they could not have gained from just reading the workbook.

    I was sufficiently impressed with Cris that I subsequently asked him to train myself and a newly hired Senior Adviser colleague in the new CISI Pension Transfer & Planning Advice exam. This presented a fresh challenge as it was a new exam and he had to teach us in a subject neither of us had experience in ( DB Pension Transfers) With his help we both passed this exam at the first time of asking which just goes to show " you can teach old dogs new tricks!

    Cris Glascow is an excellent financial services trainer. He has had a 100% success rate with our team and I cannot recommend him highly enough.

  • Victoria YungPerformance Measurement

    Cris Glascow was my tutor when studying for the CISI Level 7, Chartered Wealth Manager qualification, which I achieved in 2014. Cris was a brilliant tutor, not only did he cover relevant topics but he explained them in a very clear and concise manner. One of the most valuable parts of the support were the mock exams provided. They were set at the appropriate level, they were marked quickly and relevant feedback was provided. To have a well prepared, approachable and knowledgeable tutor is so important when studying for the CISI exams especially at higher levels and as such I would strongly recommend Cris as a tutor to anyone studying for CISI qualifications. He is an excellent tutor.

  • Robert ClarkeInvestment Advisor

    I am very grateful to Cris for helping me with my studies for the Applied Wealth Management CISI exam. Cris is an expert in all areas of course material and I have no doubt in recommending him to anyone looking to pursue financial qualifications.

    Cris was also very approachable outside of teaching hours which showed his genuine passion for teaching.

  • Samuel TaylorAssistant Investment Manager

    Cris tutored me through the CISI Wealth Management program and under his guidance I passed all three modules on first attempt. His advice and tutoring were invaluable, and he made himself available to answer questions and help out at all times of day. His customised questions and detailed answers were particularly useful. Thanks Cris, I'm sure I couldn't have done it without you

  • Matt DickinsonInvestment Manager

    Cris stands out as someone that genuinely understands both the content of his training material and the individual needs of those taking the course. His training sessions are well paced and flow naturally between topics, with sufficient time reserved for open conversations and individual questions. Cris succeeds in creating an engaging learning environment which is supported by an impressive pass rate. I would happily recommend him to anyone and will certainly be working with him again.

  • Neil WinkworthSenior Manager 

    I was fortunate enough to have Cris deliver training to me for a number of CFP modules to me at a big 4 consultancy. Cris was fantastic from start to finish - most notably he knows his subject matter inside-out, delivers this knowledge and responds to questions in a logical and methodical manner - breaking complex concepts down into manageable chunks - and with a sense of humour. I highly recommend Cris to anyone considering training within his fields of expertise.

  • Katherine TaskerInvestment Manager

    I had the pleasure of being taught by Cris for my Chartered Wealth Manager Qualification. Cris is enthusiastic, incredibly knowledgeable on his subject matters and teaches in a way that is easily understood. He is incredibly supportive, not only whilst in the training session but also by responding to questions on the material in personal study time. I felt well prepared for each of the exams I sat having been taught by Cris. Cris’ achievement record speaks for itself and I would be happy to recommend him to anyone who is looking for an excellent trainer for financial services exams

  • Sebastian TaylorInvestment Adviser

    I was fortunate enough to be taught by Cris for the revision course for Portfolio Construction Theory and the Applied Management course. His level of knowledge was second to none and I found his teaching methods to be very clear and easy to understand. Any questions I had out of class were answered very thoroughly and timely, even late at night and also on the weekends. I have no doubt that my pass success was attributable to Cris. I would definitely recommend him to anyone looking to study towards a financial exam.

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