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.
The CEFA is a benchmarked qualification with decentralised-centralised exams, ensuring the major professional skills that candidates need.
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.
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