Chartered Institute for Securities


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Chartered Institute for Securities

  1. 1. Chartered Institute for Securities & Investment Masters in Wealth Management Programme Professional level qualification for individuals involved in portfolio management, private banking and providing financial advice to high net-worth clients. June 2010 examination
  2. 2. About the CISI Masters in Wealth Management Programme The CISIM (Wealth Management) Programme is the first career pathway to be launched as part of the CISI Masters Your path to the CISIM Programme (CISIM). Developed in conjunction with leading industry practitioners, it’s a flagship professional (Wealth Management) level qualification and represents the natural evolution of the existing CISI Diploma for wealth managers, The CISIM (Wealth Management) Programme is private client managers and IFA’s. It links aspects from structured in 3 units, as shown in the diagram below. existing CISI Diploma modules into a package that offers Delegates must pass all three papers to gain the CISIM wealth management firms and practitioners a dedicated (Wealth Management) qualification. It is recommended professional qualification. that you study Financial Markets first, followed by Portfolio Construction Theory and then Applied The CISIM (Wealth Management) Programme is split into Wealth Management. three sequential units: To find out more about our CISIM (Wealth Financial Markets – focuses on the environment in which Management) Programme training programme, wealth management operates. The unit is broken down please call our Course Booking Team on +44 (0)20 into the following syllabus areas: 8746 4178, email or visit Economics and Interpretation of Economic Statistics Introduction to Financial Statements Financial Markets Investment Mathematics The environment in which wealth Investment Analysis management operates Portfolio Construction Theory – looks at the theory of portfolio construction and behaviour. The unit is broken Portfolio Construction Theory down into the following syllabus areas: The theory of portfolio construction Portfolio Construction Theory and behaviour Taxation and Trusts Applied Wealth Management Applied Wealth Management – reviews practical Practical portfolio construction and management portfolio construction and management and is broken down into the following syllabus areas: The Advisor-Client Relationship NB. We recommend that you only book and sit for one unit at a time. Cash Management Overview of Insurance Products Overview of Investment Products Pension Wrappers Use of Other Investments (e.g. property) Effective Philanthropy Tools and Techniques The Practice of Portfolio Construction 2
  3. 3. Choose BPP to be Training and your training partner supporting you Personal service We will support you from initial enquiry through to For first time exam success passing the exam. Study Texts Our study texts contain all the knowledge you need for Dedicated tutors the exam in a practical and user-friendly format. Our professional, full-time tutors are all experienced in teaching towards CISI professional level qualifications. Practice Examinations Our practice examinations will ensure you are completely Flexible course options comfortable with the exam process. They are a great way We offer you more choice, designed to fit around your to identify your weakest areas and refocus your revision work and home commitments. efforts for first time exam success – practice makes perfect. Focused study material Study Guide Our study packs are exam focused, fully integrated, easy to use and up-to-date. You can gain invaluable tips on how to organise and plan your study time. State of the art facilities You will be taught at one of our hi-tech training centres. PowerPointTM Course Slides (for classroom delegates only) Our course slides will help you keep track of key areas Classroom study covered in class. Our unique phased approach has been put together Press Cuttings to meet the needs of our delegates. We use practice Ensure you are kept abreast on topical issues. questions on each course to maximise the effectiveness of your studies, monitor your progress and ensure that Tutor Support you stay focused for the exam. Contactable via email, they are always on hand to answer queries or pass on study and exam advice. Phase 1 Introduction to key concepts for a solid foundation to your study. Learn and understand main subject areas to broaden knowledge. Phase 2 Apply your knowledge by testing and helping consolidate what you’ve learned. Distance learning study If you prefer to study in your own time, why not choose our distance learning option. You will have the added flexibility of fitting your study around your lifestyle, whilst learning effectively. You will have access to all of the course materials and BPP Online LearningTM, as well as access to our expert tutors by email. All tuition and courses are supplied by BPP Professional Education. All study materials are supplied by BPP Learning Media. 3
  4. 4. Exemptions What’s your next step? You must complete all three units to obtain the After completing the CISIM (Wealth Management) you CISIM (Wealth Management) qualification. However, may want to maintain your professional competence by an exemption is initially available for the Financial checking out BPP’s professional development courses Markets unit if you’ve successfully completed at Investment Analysis or Interpretation of Financial Statements from the existing CISI Diploma qualification, enabling you to move straight on to Portfolio Construction Theory. What our delegates say ... Course structure Although you will achieve the CISIM (Wealth “An excellent course, I have never been disappointed with Management) on completion of the three units, any course taken at BPP. They have always exceeded candidates will also be able to take any of the CISIM my expectations.” (Wealth Management) modules as part of the existing CISI Diploma. There are certain combinations of Course tutor units that are excluded from this criteria, therefore you “Was articulate, explained slides very well and gave plenty must contact the Chartered Institute for Securities & of examples.” Investment (CISI) on +44 (0)20 7645 0600 or via Course material email at “Very substantial and easy to read. The question bank, mock and previous exams were very helpful.” Customer services “Very good facilities and I found the administration staff Tutors’ top tips for extremely helpful and received all my material in plenty of time.” revision and passing exams 1. You should plan and organise your studies away from distractions and take regular breaks so your mind stays fresh. 2. We say active revision is better than passive revision, so test your memory by giving yourself quizzes. 3. You must learn the factual details from the study text as well as the major concepts. 4. We believe practice makes perfect – attempt the questions in the question bank, build momentum by completing the practice exams and identify areas that need further study. 5. We want you to succeed, so contact us for advice and guidance. Customer Services Team Here to help you with: access to our training centre if you require special assistance To book or for further information please contact us at: delivery of your study materials FS Course Booking Team your exam enquiries BPP Professional Education Tel: +44 (0)20 8746 4178 1st Floor Aldine House Fax: +44 (0)20 8746 4160 142–144 Uxbridge Road Shepherds Bush 4 London W12 8AA CISIWMBR201006