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Home > Applied Wealth Management

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 Time200 hours
Pass MarkVariable but not less than 50%
Pass Rate65%
Length of exam3 hours
Exam credits20
Level7


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