The ZISHI team hold an extensive depth of knowledge within the Investment and Wealth Management sectors, supporting global clients with a wide array of training designed to increase skills, knowledge and client experience.
So, if you or your firm’s private bankers need help in understanding Inheritance Tax (IHT) or your financial planners or investment managers require development in their consultative selling skills we have the tried and tested programmes that will help guarantee your success.
As with all our programmes, everything we do is tailored to focus on your specific business needs and requirements, thus ensuring everything you learn can be applied, having an immediate impact on your business.
All courses can be delivered ONSITE, ONLINE or BLENDED to suit your distinct requirements.
Whether one-to-one or group deliveries, entry level or boardroom executives, our consultants are here to develop a programme to meet your specific business needs.
The gold standard in financial services training. Supporting a wide range of professional qualifications, our expert tutors will help you and your firm get the result you want. First-class results. Achieved first time.
As a Premier Accredited Training Provider with the CISI, all our training workshops and courses are CPD accredited and, with the Chartered Wealth Management Level 7 qualification, results are consistently above national average.
We advocate small class numbers with highly experienced and knowledgeable training consultants (ex-practitioners) delivering the sessions.
Learn with market leaders, recognised for achieving consistently above national averages for CISI qualification results.
Tailored for you
All courses can be delivered ONSITE, ONLINE or BLENDED to suit your distinct requirements.
Whether one-to-one or group deliveries, entry level or boardroom executives, our consultants are here to develop a programme to meet your specific business needs.
The ZISHI CWM course was extremely helpful in helping me to understand quite a complicated syllabus, and Jo was able to make it feel a lot less overwhelming compared to reading through the textbook provided. She was always there to support and provide additional materials based on what the group struggled with. I'd recommend ZISHI to anyone looking for a new provider.
Student, CISI CWM Study Programme
Thanks for an engaging overview of conduct rules and their applicability to my job.
Retail investment company, UK
Dynamic training that provoked very constructive discussion and debate amongst all the board members. The level of engagement will help take the topic forward in the organisation in an informed and constructive manner.
iNED, International Retail Bank
The training was thorough and informative. Our trainer was friendly and ensured everyone was contributing.
Retail investment company, UK
The event was very thorough and well presented. It was goof at providing external material for references.
Fund management group, UK
The training is excellent. Very clear expression of content and easy to understand.
VP Head of Sales, Asian Bank
A great course, punchy and well positioned for marketing and compliance.
Fund management group, UK
Unsurprisingly attracting the biggest and best firms in the city to use their expertise and skills.
I highly recommend Credit Risk training for its comprehensive learning experience. The course content is well-structured, covering a wide range topics. The interactive modules and real-world case studies provide practical insights, ensuring participants gain a holistic understanding of key concepts. This is a valuable resource for professionals seeking to enhance their skills and knowledge in Credit Risk
Middle Eastern Investment Bank
Financial Markets training stands out for its engaging and interactive approach to learning. The use of group discussions, and interactive simulations makes the course not only informative but also enjoyable. Participants are actively involved in the learning process, fostering a dynamic and collaborative environment. This course is an excellent choice for Financial Markets professionals looking for a hands-on and participatory learning experience.
US-based Hedge Fund
I strongly endorse ZISHI's graduate programme for its emphasis on practical application. The course not only equipped me with theoretical knowledge but also encouraged the application of concepts in real-world scenarios. The case studies and hands-on exercises provided valuable opportunities to practice and reinforce key skills. If you're looking for a graduate programme that translates theory into practical skills, ZISHI is an excellent choice.
Global Investment Bank
Since establishing a relationship, Mako has been working closely with ZISHI on their global Graduate and Intern Programmes, bringing a new level of engagement to our aspiring, young traders and software engineers. We share the same vision that education is paramount for establishing a solid understanding of the complex world of options market making. Through this partnership, we have witnessed meaningful growth and learning on both sides, underscoring our journey's focus on nurturing talent.
Business Partner, Mako
Excellent, well paced and clearly explained. [The trainer] is very respectful of differing knowledge levels among participants, and creates a comfortable environment that invites to ask questions, no matter how basic we may think they may be. Looking forward to the next session.
Participant, Intercontinental Exchange, Inc
Really enjoyed today’s session and interacting with [the trainer] and others.
Participant, Intercontinental Exchange, Inc
The best teaching I've had since formal education.
CII Examination Study Support Course, Life & Pension BPS Provider
Great online delivery covering essential SM&CR leaving me with the understanding and tools needed to apply this to my day-to-day work. Many thanks!
Retail investment company, UK
Excellent trainer. I genuinely can't think of any suggestions for improvement.
CII Examination Study Support Course, Life & Pension BPS Provider
ZISHI are our go to training provider for T&C related issues
Wealth Management Firm, UK
Outstanding professional and friendly service, and fantastic knowledge base
Wealth Management Firm, UK
The ZISHI course really added a layer of confidence before the exam with a wealth of materials and support.
