1. About the course
The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management. It is suitable for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers.
For those engaged wealth management ,completion of this course provides the highest level of competence in devising investment portfolios that meet clients’ needs.
Those who complete this diploma are entitled to the prestigious appellation of CHARTERED WEALTH MANAGER recognized by recruiters as the best qualification for roles in wealth management.
The course comprises the following Three Modules which encompass the breadth of knowledge needed to provide a highest quality service to clients.
– Financial Markets
– Portfolio Construction Theory
– Applied Wealth Management
2. Entry Requirement
- Investment Advice Diploma (IAD)
- CISI Level 3 International Certificate in Wealth & Investment Management
- CISI Level 4 International Certificate in Advanced Wealth Management
- CISI Level 4 Certificate in International Advanced Wealth Management
- International Certificate in Wealth & Investment Management
- MBAs/MScs in financial disciplines which have a strong investment related element that the CISI deems relevant
- CFA
To simplify your application, we suggest that you fill in the form available online (refer to CISI page for the registration link for the form). We will send you further instructions once your application is successful.
3. Cost
Payment facilities available to Self-Financed Students.
The estimated cost for this award is approximately Rs 70,000 per module and includes:
- registration, exam entry and taking exams on remote Invigilation from CISI
- tuition fees
- study materials in soft copy.
4. Exam Mode
Exams can be taken from a Test Centre or on remote invigilation from anywhere.
For those opting for exams at a Test Centre, an additional fee (currently GBP 100) is payable to Test Centre.
5. Venue, Duration and Time table
The course will be delivered at our new premises at Ebene Esplanade.
Duration- 90 hrs. (Some sessions may be conducted online).
Time table – Every Saturday indicatively as from second week of January 2026 for next intake.
Courses will be delivered over 90 hrs.
6. Information on the course from CISI
The below link may be accessed for further information on the course from CISI.