This is the first 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.
Financial Markets Unit Syllabus
The detailed syllabus is available on the CISI website and changes regularly which is reflected in the relevant edition of the CISI Level 7 Financial Markets workbook. The workbook is essential learning material which should be purchased when booking the CISI exam. Students also need to keep abreast of the financial services industry to inform their recommendations.
In summary, the syllabus covers:-
- Macroeconomics and Macroeconomic Policy
- Financial Statements and Accounting Ratio Analysis
- Time value of money, Compounding, Discounting and Annualisation
- Evaluation of risks and returns, short term liquid instruments
- Evaluation of the risks and returns of bonds
- Calculation and evaluation of the risks and returns of equities
- Evaluation of the risks and returns of property and alternative investments
- Evaluation of the risks and returns of derivatives
- Explanation of the UK securities market structure, trading venues, custody and settlement processes
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 |
---|---|---|---|---|---|
20/02/2024-08/05/2024 |
9:15am-4:15pm |
Comprehensive |
8 |
Online |
|
07/05/2024-08/05/2024 |
9:15am-4:15pm |
Revision |
2 |
Online |
|
03/09/2024-06/11/2024 |
9:15am-4:15pm |
Comprehensive |
8 |
Online |
|
05/11/2024-06/11/2024 |
9:15am-4:15pm |
Revision |
2 |
Online |
Testimonials
What’s included in the Financial Markets course fee?
Take a look at what’s included in each course, the comprehensive 8-day and 2-day revision course, respectively.
Our comprehensive 8-day course fee includes:
- 4 x 2 day group revision sessions facilitated by a qualified training consultant tailored to delegate needs including course materials
- Access to further free online resources including videos, podcasts, revision materials, calculation and exam practice workbooks.
- Unlimited email support to exam date
- 2 Mock examinations – one self marked and one marked with comprehensive feedback
Our 2-day revision course fee includes:
- 2 x 2 day online group revision sessions facilitated by a qualified training consultant tailored to delegate needs including course materials
- Unlimited email support to exam date
What’s excluded in the course fee?
- CISI workbook (primary resource)
- Registration with CISI for the exam