CISI International Certificate in Advanced Wealth Management

Investment/Wealth Management

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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:

  • Paper 1  Economics & Markets for Wealth Management
  • Paper 2  Wealth Management Practice

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

 


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Upcoming Events

Friday, 23rd May 2025

ifs Malta will be holding its Graduation Ceremony on 23 May 2025. 

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Published on Thursday, 20th March 2025

On 13th March 2025, Mr Peter Calleya, Mr Mark Agius and Mr Joseph Agius of IFS Malta participated at the Micres project meeting held in Milan, Italy.

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