The Certificate in International Advanced Wealth Management is a higher-level qualification for experienced wealth managers and investment advisers looking to develop and consolidate their experience at a demonstrable level of professionalism, or those aspiring to become a Chartered Wealth Manager.
The Certificate in International Advanced Wealth Management is achieved by passing the 2 units:
The Certificate in International Advanced Wealth Management is suitable for experienced practitioners working in private banking and wealth management roles, who are looking to develop and consolidate their experience at a higher-level, and/or those looking to become a Chartered Wealth Manager.
International Certificate in Wealth & Investment Management.
| Fee | |
| One time CISI Registration fee: | €85 |
| Registration and certification each paper | €520 |
| Resit each paper | €385 |
Chartered Institute for Securities & Investment (CISI)
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals.
Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
This Diploma has been developed to provide employees advising and/or dealing in Securities or Derivatives, advising on packaged products and/or Managing Investments with the knowledge and skills required for their job roles.
The CEFA is a benchmarked qualification with decentralised-centralised exams, ensuring the major professional skills that candidates need.
The Diploma for Financial Advisers (DipFA) is a highly relevant programme of study that develops the knowledge required and enhances skills and practical understanding needed to operate in the field of financial advice.
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