The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients. It is a progressive qualification comprised of three units:
It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
This course is accredited by the MFHEA, rated at MQF/EQF Level 7 (Ofqual No: 501/1603/4) IFS Malta is licensed as a Further and Higher Education Institution to deliver and award further and higher education programmes by the MFHEA bearing license number 2013-FHI-017.
This qualification is for Wealth Managers, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate their competence in devising investment portfolios that meet clients’ needs.
It is a requirement that all candidates hold an appropriate benchmark qualification prior to enrolling in the Masters. An indicative list of appropriate qualifications include:
Step 1: Download registration form
Step 2: Fill in and send by email to [email protected]
Step 3: Effect payment
Step 4: Upon receipt of payment registration is processed
| Title: CISI Chartered Wealth Manager | Fee |
| CISI one time registration Fee | Eur 85 |
| Certification | Eur 730 each unit |
| Resit Fee | Eur 460 each unit |
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.
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.
The Certificate in International Advanced Wealth Management is a higher-level qualification for experienced wealth managers and investment advisers.
The CEFA is a benchmarked qualification with decentralised-centralised exams, ensuring the major professional skills that candidates need.
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