Investment & Wealth Management

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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.

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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.

Simply contact us to discuss your requirements.

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Most popular courses

Executive Certificate in Wealth Management

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CISI Chartered Wealth Manager

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Private Equity Investing

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School of Investment Management

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Investment & Wealth Management

Professional Qualifications

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.

Simply contact us to discuss your requirements.

Choose ZISHI with confidence

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 is excellent. Very clear expression of content and easy to understand.

VP Head of Sales, Asian Bank

Unsurprisingly attracting the biggest and best firms in the city to use their expertise and skills.

Trainee Investment Manager, CISI Chartered Wealth Management Candidate

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

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