1. Course Details
Why study the Chartered Wealth Manager Qualification?
This 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 comprises the following Three Modules which encompass the breadth of knowledge needed to provide a highest quality service to clients.
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.
Is the Chartered Wealth Manager Qualification right for me?
The Chartered Wealth Manager Qualification is suitable for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate the highest level of competence in devising investment portfolios that meet clients’ needs.
Course Starts on Saturday 24 July 2021.
Fees: Rs 60,000 (Includes Tuition, Registration and exam entry and Revision express)
| 1 | Financial Markets | Courses starting in July 2021 |
| 2 | Portfolio Construction | To be offered in 2022 |
| 3 | Applied Wealth Management | To be offered in 2022 |
Entry Requirements: Please contact cisituition@intnet.mu to verify eligibility to enrol the course.
2. Enrolment Registration and Exam Entry
Enrolment for tuition Registration with CISI and Exam Entry is effected by completing the form available below. Registration and Exam Entry will be finalised only after all applicable fees have been settled.
Ideally the enrolment form should be downloaded, printed, filled in, signed, scanned and emailed to us.
To simplify your application, we suggest that you download, fill the form and email it directly to us. We will send you further instructions once your application is successful.
3. Sponsored Students
- To include with Enrolment Form a letter of sponsorship where the sponsor confirms that they will pay all fees.
- To authorise disclosure to their sponsor of reports on Performance & Attendance.
- To ensure application to HRDC is made BEFORE start of the course.
4. Mandatory Confirmation
Please ensure you have read, understood the contents of the following documents which are the terms and conditions applicable to enrolees.
Completing and sending an enrolment form implies full acceptance of our terms and conditions.
5. Documents to be submitted with your Enrolment Form
- NID Card
- Certificates meeting entry requirements
- Certificate for highest qualification achieved
- Letter of Sponsorship, if applicable
Course Features
- Lecture 0
- Quiz 0
- Duration 93 hours
- Skill level Expert
- Language English
- Students 16
- Assessments Yes
Features
- Highly regarded qualification developed in consultation with leading stockbrokers, investment banks and professional trade bodies, including the Wealth Management Association (WMA) and recognised by financial services recruiters as the best qualification for roles in wealth management
- Meets RDR exam standards and FCA compliant for the following regulated activities: advising on and dealing in securities and derivatives, advising on retail investment products and friendly society tax-exempt policies and managing investments (regulated activities 2, 3, 4, 6, 12, 13, 14 and 10)
- Specialist, client-focused practical qualification offering in-depth knowledge of investment issues. Around 40% of the study time is allocated to working with client case scenarios
- Access to full membership of the Institute and MCSI designatory letters
- Route to obtaining Chartered Wealth Manager title
Target audiences
- The Chartered Wealth Manager Qualification is suitable for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate the highest level of competence in devising investment portfolios that meet clients’ needs.
