Applied Wealth Management
This is the third and final unit of the CISI Masters in Wealth Management. It is a postgraduate level professional exam requiring candidates to identify the requirements of a client from the relevant information available, structure and manage a suitable portfolio of financial assets and communicate their recommendations to the client.
This unit reviews practical portfolio construction and management and is broken down into the following syllabus areas:
The advisor-client relationship
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
Details
| Estimated Study Time | 200 hours |
| Pass Mark | Variable but not less than 50% |
| Pass Rate | 65% |
| Length of exam | 3 hours |
| Exam credits | 20 |
| Level | 7 |
