Note: Many candidates first complete the CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM) before progressing to the Level 7 CWM.
The qualification, formally known as the , is a specialist programme that provides a deep dive into the knowledge required to provide high-quality services to high-net-worth clients. It is recognized by Ofqual as being equivalent to a Master’s degree. Qualification Structure
To use the title, a professional must:
Cisi Chartered Wealth Manager
Note: Many candidates first complete the CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM) before progressing to the Level 7 CWM.
The qualification, formally known as the , is a specialist programme that provides a deep dive into the knowledge required to provide high-quality services to high-net-worth clients. It is recognized by Ofqual as being equivalent to a Master’s degree. Qualification Structure cisi chartered wealth manager