CISI Chartered Wealth Manager Qualification

Chartered Wealth Manager

Chartered Wealth Manager is a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession.


Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial sector professional. You will become part of an elite group of CISI Chartered Wealth Managers, similar in standing as other Chartered professionals with a specific occupational role, such as Chartered Surveyors. The Chartered Wealth Manager title is separate from CISI membership designations and should be added underneath your name on business cards and letterheads; it will formally demonstrate your professional competence to employers, colleagues and customers and set you apart from the competitors.

What is the Chartered Wealth Manager Qualification?

The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a high quality service to clients. It is the CISI’s flagship qualification 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.


This qualification comprises three units:

  • Financial Markets
  • Portfolio Construction Theory
  • Applied Wealth Management


Upon completion, you may be eligible to apply for the CISI’s Chartered Wealth Manager title.


Note: The Chartered Wealth Manager Qualification is achieved by passing all three units. Of which are assessed by three-hour written exams.

Key features

  • Highly regarded qualification developed in consultation with leading stockbrokers, investment banks and industry trade bodies
  • CISI Membership rewards
  • Specialist qualification offering candidates in-depth knowledge of investment issues
  • Client-focused practical qualification with around 40% of the study time allocated to working with client case scenarios
  • Equips advisers with a qualification which will help build client confidence and trust
  • Flexible study options, as the programme allows candidates to spread their studies over an 18-month period
  • RDR compliant for advising on, and dealing in, securities and derivatives; advising on packaged products and managing investments
  • MCSI designatory letters
  • Route to Chartered Wealth Manager title

Qualification Structure

The Chartered Wealth Manager Qualification is achieved by passing three units. All units within the programme are assessed by three-hour written exams.


The Chartered Wealth Manager Qualification is recognised by Ofqual as the CISI Level 7 Diploma in Wealth Management on the Regulated Qualifications Framework (RQF). On the European Qualifications Framework this equates to a level 7 qualification (Master’s degree).


Total Qualification Time: 609 hours


Total Qualification time is an estimate of the total time a candidate might typically take to complete the qualification. It includes Guided Learning Hours and any other time a candidate is likely to spend in studying for the qualification.

Assessment Structure

All units are assessed via a 3-hour examination of 100 marks. All unit exams are scheduled every year in June (exam registration closes in March) and January (exam registration closes in September).


  • Financial Markets
  • Portfolio Construction Theory in Wealth Management
  • Applied Wealth Management