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: | €65 |
| Registration and certification each paper | €510 |
| Resit each paper | €365 |
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.
The Diploma in Investment Operations offers practitioners the opportunity to specialise in the administration of investment funds and custody and settlement.
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Private Client Investment Advice & Management (PCIAM) enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.
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.
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