CISI Chartered Wealth Manager

Course Overview

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 creates a learning environment more conducive to candidates passing their exams first time, reducing the costs and time spent on resitting exams.

The summer exams will be held in June 2025, with our classroom courses beginning in February to ensure sufficient study time. New course dates are now available in the prospectus.

Learning Objectives

This 8-day study programme will:

• Take your Wealth Management ability to the level of the CISI standard.
• Provide candidates with the best opportunity to pass first time, saving your organisation time and money on resitting exams.
• Support candidates with private access to a secure student area to download the latest study resources, including course materials, revision guides and past exam papers.

Our pass rates have consistently exceeded the national average over the last 12 years.

Winter 2024 Pass Rates

Winter 2024 students have once again set the standard, outperforming CISI pass rates: Financial Markets 30% higher, Portfolio Construction Theory 12% higher, and Applied Wealth Management 6% higher. More than a third of all Merit and Distinction outcomes were achieved by our students.

Pass Rates ZISHI (revision and full course students) vs. CISI Pass Rate

Higher grades for ZISHI students vs. all other students

As a CISI Premier Training Partner, we believe the benefits to firms who choose us are that you have:

• Direct access to tutors and a Client Services Manager
• An opportunity to take a free 2 day revision online 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.

To maintain the integrity of our offering we have limited availability and will allocate on a first come, first served basis, so booking early is recommended.