CISI Chartered Wealth Manager
Delivery:
Various
Course code:
A124CWM2602
Bookings are now open for Winter 2026. Download the prospectus to view the full schedule. Contact us to learn more and secure your place.
Course Overview
The Chartered Wealth Manager Qualification is recognised as the gold star qualification for private client wealth managers, discretionary portfolio managers and private bankers. This is why so many employers place such importance on recruiting individuals who achieve this CISI standard.
The Chartered Wealth Manager exams take place only twice a year, so preparation is critical. With three demanding papers to complete, students need structured support to give themselves the best chance to pass first time.
Our study programme is designed with that goal in mind. As a CISI Premier Training Provider, our methodology and approach have proven to create a learning environment more conducive to candidates passing their exams first time, reducing the costs and time spent on resitting exams.
With focused teaching, small groups and personal support, ZISHI students have achieved results above the national average for 14 consecutive years.
Winter 2026 CISI Chartered Wealth Manager study programme dates are now live. Download the prospectus to view the full schedule. Contact us to learn more and secure your place.
Learning Objectives
This 8-day study programme will:
- Build the knowledge and skills needed to reach CISI Chartered Wealth Manager standard.
- Give students the structure and confidence to pass first time, saving your organisation time and money on resitting exams.
- Provide access to our online portal with study materials, revision guides, classroom recordings and past exam papers.
A Proven Partner for Exam Success
In Winter 2025, ZISHI students once again outperformed CISI averages across all three units:
• Financial Markets – 75% vs 42% CISI average
• Portfolio Construction Theory – 96% vs 72% CISI average
• Applied Wealth Management 72% vs 69% CISI average
Alongside these outstanding pass rates, higher-grade outcomes remained a real strength, with almost half of all ZISHI results awarded at merit or distinction and Portfolio Construction Theory alone reaching 76%.
As a CISI Premier Training Partner, we are recognised for our standards of teaching and personal support, and all our study programmes are CPD-accredited to contribute to ongoing professional development.
Why Firms & Students Choose ZISHI
- Direct access to tutors and a dedicated Client Services Manager
- Pass guarantee – free 2-day online revision if you don’t succeed first time (full study programme, 1st attempt, availability dependent)
- 24/7 learning portal with podcasts, live course recordings, end-of-chapter questions and supporting resources
- Small groups and personal attention – places are deliberately limited to maximise tutor support
What Makes Our Programme Different
- Flexible learning solutions
Short videos, classroom recordings, and end of chapter reviews can be accessed anytime. - Real-world application
Case studies and examples drawn from private clients and high net worth scenarios bring the syllabus to life. - Exam-focused preparation
Careful review of past papers helps anticipate likely exam questions, updated to reflect syllabus or regulation changes. - Face-to-face or online delivery
Join our classroom courses in London or connect live online, whichever works best. - With you every step of the journey
Tutors provide 1:1 guidance and ongoing support throughout the course. Tasks are set to encourage effective self-study, with direct tutor feedback always available. - Small groups, maximum focus
Study groups are capped at 12 students for tailored learning. - Clear progress tracking
A simple study progress tool helps students stay on top of their goals and gives firms confidence that development is on track. - Value for firms
Qualifications are completed efficiently, reducing resit costs and ensuring skills are applied back in the business more quickly.
We keep class sizes small to protect the quality of learning and ensure every student receives individual support. Places are in high demand and allocated on a first-come basis, so early booking is strongly recommended.
FAQs
The Chartered Wealth Manager qualification is a postgraduate-level programme offered by the Chartered Institute for Securities & Investment (CISI). It is designed for wealth managers and financial professionals and consists of three units, Financial Markets, Portfolio Construction Theory and Applied Wealth Management. It demonstrates advanced knowledge and competence in managing client wealth.
What is the CISI average pass rate for Chartered Wealth Manager exams?
The national average pass rates for the Winter 2025 CWM exams were: 75% for Financial Markets, 96% for Portfolio Construction Theory and 72% for Applied Wealth Management. ZISHI students outperformed these averages across all three units.
Why are ZISHI’s CWM results so consistently high?
When it comes to the CWM exams, ZISHI adopts a student-first approach. This includes small class sizes, personalized support and exam-focused preparation. Our expert tutors break down the demanding syllabus into clear, structured learning modules, ensuring students are well-prepared and confident for their exams.
How does ZISHI help CWM candidates succeed?
ZISHI provides comprehensive support, including world-class tutors, extensive study materials, and a well-structured learning program. Testimonials from our students highlight that this support provides clarity, confidence and a significant edge in achieving success on the first attempt.
How can I enrol in ZISHI’s Chartered Wealth Manager programme?
You can explore course details and enrol directly through ZISHI’s Chartered Wealth Manager programme page. Our team can also advise on tailored solutions for firms seeking staff training.
Choose ZISHI With Confidence
Bookings are now open for Winter 2026. Download the prospectus to view the full schedule. Contact us to learn more and secure your place.
The course is currently unavailable
We will notify you when it is available again. Just leave your email address:
Request info
Interested in this topic?
Sign up now and stay informed about upcoming dates and similar programmes.
Download prospectus
CISI Chartered Wealth Manager
After you finish registration, you will be able to download the document. [*] indicates required required
You need to login first to add to Favourites
My Account