CISI Wealth Management Qualifications
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Applied Wealth Management Module (CISI Level 7) | Diploma in Wealth Management -Fri, 7th Nov 2025
£245.00 Add to basket -
Financial Markets Module | Diploma in Wealth Management (CISI Level 7) – Weds, 5th Nov 2025
£245.00 Add to basket -
Portfolio Construction Theory Module (CISI Level 7) | Diploma in Wealth Management – Thursday, 6th Nov 2025
£245.00 Add to basket
CISI COURSE OVERVIEW
We provide exam-focused training to help you prepare for, and pass, the following Wealth Management exams offered by the CISI:
- Level 6 – Certificate in Private Client Investment Advice & Management (PCIAM)
- Level 7 – Diploma in Wealth Management (CWM)
- Unit 1: Financial Markets (FM)
- Unit 2: Portfolio Construction Theory (PCT)
- Unit 3: Applied Wealth Management (AWM)
Our training is focused on improving your exam technique through practice papers and from receiving expert personal feedback.
WHAT YOU GET
- Upon registration, you’ll receive a Practice paper (either a past exam paper or our bespoke mock paper).
- Attempt the paper before the deadline. We’ll then mark your script and provide you with personalised feedback.
- We’ll hold a 2-hour Live Online group session to run through the paper, highlight common errors, suggest improvements and help hone your exam technique.
WHY CHOOSE OUR COURSE:
- Tailored to help you pass your CISI Wealth Management exams on your first attempt
- Receive personal feedback on your practice paper.
- Live Online group session to refine your exam technique and address common mistakes.
HOW DOES IT WORK:
- Select the relevant qualification and your preferred course dates.
- Attempt the practice paper and return it to us before the specified deadline.
- Participate in our Live Online Session, held on Microsoft Teams.
COURSE DATES:
| Course | Script Deadline | Session Date | Tutor | Paper |
Financial Markets (Unit 1) | 31st Oct, 2025 | Weds, 5th Nov 2025 | Scott Boath | FM Summer 2025 |
| Portfolio Construction Theory (Unit 2) | 31st Oct, 2025 | Thurs, 6th Nov, 2025 | Scott Boath | PCT Summer 2025 |
OUR CISI TUTORS:
Our tutors are experts in their fields with decades of experience in the industry.
WHAT ARE THE CISI WEALTH MANAGEMENT QUALIFICATIONS?
The CISI Wealth Management qualifications are designed for professionals aiming to excel in private client investment advice and wealth management. These qualifications include:
- Level 6 Certificate in Private Client Investment Advice & Management (PCIAM):
- Focuses on providing high-quality investment advice to private clients.
- Level 7 Diploma in Wealth Management (CWM):
- A postgraduate-level qualification comprising three units: Financial Markets, Portfolio Construction Theory and Applied Wealth Management
- Recognised as the flagship qualification for wealth managers, private bankers, and investment advisers.
Upon completing the Level 7 Diploma in Wealth Management, you may be eligible to apply for the prestigious Chartered Wealth Manager title, recognising your expertise at the pinnacle of the wealth management profession.