CISI CWM — CISI Chartered Wealth Manager Qualification
ExpertActiveEstablished
Three units, each assessed by a three-hour written exam; online via remote invigilation or at test centres; TQT 609 hours. Entry requires an appropriate benchmark qualification (e.g. Investment Advice Diploma or another RDR-compliant / Level 3-4 wealth qualification).
- Issuer
- CISI (Chartered Institute for Securities & Investment)
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Expert
- Exam fee
- GBP 363 exam fee per unit x 3 units (Financial Markets, Portfolio Construction Theory, Applied Wealth Management) + GBP 68 one-off registration
Prerequisites & eligibility
No formal prerequisites are published; anyone can register for the exam.
Renewal & maintenance
Renewal policy not catalogued yet — verify with the issuer.
Recognition
CISI flagship Level 7 wealth management qualification (CISI Level 7 Diploma in Wealth Management), developed with PIMFA and in the FCA Appropriate Qualification Tables; route to the Chartered Wealth Manager title and MCSI membership.