Portfolio Construction Theory in Wealth Management
As the second unit of the CISI Masters in Wealth Management, this postgraduate level professional exam requires candidates to think critically in the context of the theory of investment as applied to the management of private client funds, the tailoring of a portfolio to clients' needs and much more.
This unit looks at the theory of portfolio construction and behaviour. The unit is broken down into the following syllabus areas:
Details
Estimated Study Time | 200 hours |
Pass Mark | Variable but not less than 50% |
Pass Rate | 63% |
Length of exam | 3 hours |
Exam credits | 20 |
Level | 7 |