R
E
G
I
S
T
E
R
Home > Portfolio Construction Theory in Wealth Management

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 Time200 hours
Pass MarkVariable but not less than 50%
Pass Rate63%
Length of exam3 hours
Exam credits20
Level7


Intelivisto Benefits

 Full tutor support, whether learning in the classroom or self-study
 Practice exam papers and consolidation exercises
 Study guide for time management tips and learning techniques
 The best text books and user friendly learning materials
 PowerPoint course slides of class tutorials

Downloads

Fact Sheet | Study Resources
2013 Intelivisto Consulting India Private Limited. All rights reserved
Best viewed in Firefox 3.6+ or IE7+