Exam Success at Level 6

After a recent exam success of 93% including one distinction and four merits with the CISI Private Client Investment Advice & Management (PCIAM) the business school is now introducing a Masters qualification at Level 7.

Overview

The CISIM (Wealth Management) is the CISI’s flagship qualification for wealth managers, IFAs and private client managers. It is suitable for staff working in wealth management who wish to demonstrate their competence in devising investment portfolios that meet clients’ needs. Candidates are strongly advised to tackle the programme with either a benchmark exam eg, Certificate in Investment Management, Certificate in Securities, Investment Advice Diploma or appropriate experience.

Course Content

The CISIM (Wealth Management) is a progressive qualification comprising the following three units:

• Financial Markets
• Portfolio Construction Theory
• Applied Wealth Management

Students holding PCIAM receive exemption from the Financial Markets paper of the CISIM (Wealth Management). Those with PCIAM would study the Portfolio Construction Theory unit.

Assessment is by a three-hour exam.

Key Features

• Highly regarded qualification developed in consultation with leading stockbrokers, investment banks and industry trade bodies
• 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
• Offers a direct route to achieving CISI full membership status (MCSI)

Who developed this?

This exam is awarded by the CISI, which is the premier supplier of financial services qualifications to the securities and investment industry. Over 40,000 exams are taken each year.

The CISI is a charity, registered in the UK, whose exams are taken throughout the world. It has offices in the Middle East, India, China and Singapore. The qualification has been developed with input from expert practitioners from leading global financial firms, including AXA Investment Managers and the Bank of New York Mellon.

It provides delegates with a clear benchmark to demonstrate that they have acquired the necessary knowledge to carry out their job roles competently.

Regulatory approval

The CISI is recognised as an Awarding Body by the UK Office of the Qualifications and Examinations Regulator. Many of the CISI’s qualifications are mandated by different regulators around the world, so both individuals and firms can be confident that the CISI’s processes, policies and systems meet rigorous quality assurance standards.

Dates

Spring/Summer: Portfolio Construction Theory
Autumn/Winter: Applied Wealth Management

Please note new start date for Spring/Summer

Cost

£1400 (including study materials). JIBS’s PCIAM students will receive a 10% discount.

Assessment

Assessment is by a three-hour exam.