CISI Wealth Management Qualifications
WHAT WE DO:
We provide exam-focused training to help you build your confidence 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 and receiving personal feedback from experts, to help you successfully prepare for your exams and develop your career.
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.
BOOK NOW
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CISI Level 6: Certificate in Private Client Investment Advice & Management – Tuesday, 27th May 2025
£245.00 Add to basket -
CISI Level 7 Diploma in Wealth Management – Applied Wealth Management – Thursday, 15th May 2025
£245.00 Add to basket -
CISI Level 7 Diploma in Wealth Management – Financial Markets – Tuesday, 13th May 2025
£245.00 Add to basket -
CISI Level 7 Diploma in Wealth Management – Portfolio Construction Theory – Wednesday, 14th May 2025
£245.00 Add to basket
COURSE DATES:
Course | Script Deadline | Session Date | Tutor | Paper |
L7 FM | 5th May 2025 | 13th May 2025 | 6-8pm | Scott Boath | FM Winter 2024 |
L7 PCT | 5th May 2025 | 14th May 2025 | 6-8pm | Scott Boath | PCT Winter 2024 |
L7 AWM | 5th May 2025 | 15th May 2025 | 6-8pm | Scott Boath | AWM Winter 2024 |
L6 PCIAM | 18th May 2025 | 27th May 2025 | 6-8pm | Laurence Seeff | PCIAM Winter 2024 |
OUR 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.