CISI Chartered Wealth Manager

Chartered Wealth Manager

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.

You will find available course dates in the downloadable course PDF. To book a place online, click the August start date, then we’ll be in contact to discuss group availability,

Our pass rates have consistently exceeded the national average over the last 10 years.

Winter 2022 Pass Rates

As a CISI Premier Accredited 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 session (dependent on availability) should an individual be unsuccessful after completing the full study programme (1^st 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.

We support your learning at every step

Classroom instruction
Get valuable time with our expert trainers. Courses are continuing to be delivered via Zoom Meetings as live online events, giving students from across the UK and internationally the opportunity to join us. Or we can arrange for group sessions within your firm.

Online student learning portal
You have private access to our secure student area, where can download the latest study resources, including course recordings, materials, revision guides, past exam papers, short key topic videos and lots more.

Practice mock exams
We mark your mock exam individually, so not only do you get feedback on your technical knowledge, but we guide you on exam technique best practice.

Support when you need it
Get in touch directly with your personal tutor who will there to provide you with a friendly guiding hand. Or you can contact our Client Services team for general enquiries or book additional tuition.

Quality training materials
Subject experts have prepared all course and revision material. And we keep everything up-to-date with the latest regulatory developments.