• Course
    CISI Chartered Wealth Manager (19CWM)
  • Dates
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  • Course Fees (excl. VAT)
  • CPD Credits

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Get this course in-house
Or call 0203 178 4230
or email info@fstp.co.uk today.


Chartered Wealth Manager

The Chartered Wealth Manager Qualification is recognised as the gold star qualification for private client wealth managers. This is why so many employers place such importance on recruiting individuals who are able to achieve this CISI standard.

With the Chartered Wealth Manager exams only being held twice a year it is crucial that candidates provide themselves with the best opportunity to pass first time. The investment of time needed to complete all three Chartered Wealth Manager papers is substantial, which means that finding the right study support is imperative.

This is why FSTP have designed an effective 8 day study programme that has produced excellent pass rates time and again. Our methodology and approach creates a learning environment more conducive to candidates passing their exams first time, reducing the costs and time spent on resitting exams.

FSTP pass rates have consistently exceeded the national average over the last 3 years.

Why study with FSTP?

As a CISI Premier Accredited Training Partner, we believe the benefits to firms who choose us are
that you have:

  • Direct access to tutors and an FSTP Client Relationship Manager
  • An opportunity to take a free 2 day revision session (dependant on availability) should an individual be unsuccessful after completing the full study programme (1st attempt only), proving that we are confident that ours is a first class programme

To maintain the integrity of our offering we have limited availability and will allocate on a first come, first served basis, so booking early is recommended.

We support your learning at every step

Classroom instruction
Get valuable time with our expert trainers. You can schedule sessions at a wide range of locations.
Or we can arrange for group sessions within your firm.

Online student portal
You have private access to our secure student area, where can download the latest study resources,
including course materials, revision guides and past exam papers.

Practice mock exams
We mark past papers for you, not only do you get feedback on your technical knowledge, but we guide
you on exam technique best practice.

Support when you need it
Get in touch directly with your personal tutor who will there to provide you with a friendly guiding
hand. Or you can contact our administrative support for general enquiries.

Quality training materials
Subject experts have prepared all course and revision material. And we keep everything up-to-date
with the latest regulatory developments.

Study Options

Download PDF
Get this course in-house

Or call 0203 178 4230 or email info@fstp.co.uk today.

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Meet The Tutor

Who is this course for?

'This training helped me understand better how to approach vulnerability and will be useful to design training courses internally.'

Head of Personal Loans
Finance and Leasing Firm

Training that makes a difference

Experienced engaging trainers

With first hand industry knowledge and an intimate understanding of the regulatory environment, we always guide you with an expert (and friendly) hand.

Packed with relevant information

We know you’re busy, so we’re careful not to waste a minute of your time. Our training courses are fast paced, insightful and filled with valuable information..

Get personalised attention

Sessions are practical workshops not PowerPoint lectures. All courses are imited to no more than 14 attendees, so we’re able to explain concepts in the context of your business.

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