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Executive Education

CISI Chartered Wealth Manager

ZISHI, Online
Length
Various
Next course start
Multiple start dates - contact provider for more information. (+2 start dates)
Course delivery
Virtual Classroom, Blended
Length
Various
Next course start
Multiple start dates - contact provider for more information. (+2 start dates)
Course delivery
Virtual Classroom, Blended
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Course description

Our pass rates have consistently exceeded the national average over the last 11 years.

The Chartered Wealth Manager qualification is recognised as the gold star qualification for private client wealth managers. This is why so many employers place such importance on recruiting individuals who are able to achieve this CISI standard.

With the Chartered Wealth Manager exams only being held twice a year it is crucial that candidates provide themselves with the best opportunity to pass first time. The investment of time needed to complete all three Chartered Wealth Manager papers is substantial, which means that finding the right study support is imperative.

This is why ZISHI have designed an effective 8-day study programme that has produced excellent pass rates time and again. Our methodology and approach create a learning environment more conducive to candidates passing their exams first time, reducing the costs and time spent on resitting exams.

Upcoming start dates

Choose between 2 start dates

Multiple start dates - contact provider for more information.

  • Blended
  • Online

Multiple start dates - contact provider for more information.

  • Virtual Classroom
  • Online

Course delivery details

With a select number of training providers offering study support for the Chartered Wealth Management papers, here are just a few of the benefits for firms and students to choose ZISHI, a CISI Premier Training Partner:

  • Direct access to tutors and a dedicated Client Services Manager
  • Pass guarantee - An opportunity to take a free 2-day remote revision session (dependent on availability) should an individual be unsuccessful after completing the full study programme (1st attempt only), proving that we are confident that ours is a first-class programme.
  • 24/7 access to our online student learning portal offering podcasts, end of chapter questions, live course recordings and other supporting documents to maximise learning.

TAILORED FOR YOU: All ZISHI courses can be delivered online or blended. Whether one-to-one or group deliveries, entry level or boardroom executives. Enquire for further details.

Content for this course, including start date and length, can be tailored to meet client needs.

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