Chartered Institute for
Securities & Investment
Masters in Wealth
Professional level qualification for individuals involved in portfolio management,
private banking and providing financial advice to high net-worth clients.
June 2010 examination
About the CISI Masters in Wealth
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 firstname.lastname@example.org
or visit www.bppfinancialservices.com
Economics and Interpretation of Economic Statistics
Introduction to Financial Statements
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
Overview of Insurance Products
Overview of Investment Products
Use of Other Investments (e.g. property)
Tools and Techniques
The Practice of Portfolio Construction
Choose BPP to be Training and
your training partner supporting you
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
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.
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 www.bpp.com/pd
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 ...
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 email@example.com “Very substantial and easy to read. The question bank,
mock and previous exams were very helpful.”
“Very good facilities and I found the administration staff
Tutors’ top tips for extremely helpful and received all my material in plenty
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
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 firstname.lastname@example.org
4 London W12 8AA www.bppfinancialservices.com CISIWMBR201006