CISI Chartered Wealth Manager - ZISHI

CISI Chartered Wealth Manager




8 days

CISI - preferred training provider 2024 2025
CISI Chartered Wealth Manager

We're now welcoming students for the winter 2024 programme. Contact us to learn more and secure your place.

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 winter exams will be held in November 2024, with our classroom courses beginning in late August 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 11 years.


Winter 2023 Pass Rates

CISI Chartered Wealth Manager - winter 2023 exams results


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


CISI - preferred training provider 2024-25 logo


  • 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.

We support your learning at every step


  • Flexible learning solutions
    Benefit from valuable time with our expert trainers through our diverse delivery options. Courses are now available through both face-to-face sessions and remote delivery via Zoom Meetings as live online events. This provides students from across the UK and internationally with the flexibility to join us virtually. Additionally, we can coordinate group sessions within your firm to cater to your specific needs.
  • 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.

We're now welcoming students for the winter 2024 programme. Contact us to learn more and secure your place.

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CISI Chartered Wealth Manager

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