• Course
    CISI CWM Portfolio Construction Theory (CWMS21PCT)
  • Dates
  • Venue
    Online - Webinar
  • Course Fees (excl. VAT)
    Online Single Webinar £2200.00
  • CPD Credits
    48 hours - £2200 +VAT per person

Total Price: £2200.00

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

Course Overview

The Chartered Wealth Manager qualification is recognised as the gold star qualification for private client wealth managers in the industry today. As a specialist postgraduate level 7 qualification, exam support is critical for students to comprehend the breadth of content and ensure timely completion. With a suggested minimum of 200 hours study we have developed a programme which is worthy of consideration by any individual or firm. 

Benefits

Led by an FSTP Senior Associate and lead tutor these practical study days cover the required CISI syllabus, practical application, lots of practice questions, case studies and exercises.  

  • Limiting class numbers to a maximum of 12 students for study courses
  • Study progress ‘calculator’ to make sure goals are being met
  • Tutors provide 1:1 time, help and support through the course duration, tasks are set for completion to ensure self-study
  • Student Area with short videos concentrating on areas of specific difficulty which can be viewed at anytime and recordings of the live courses. Plus additional reference materials, end of chapter questions and copies of the course materials with tutor notes.
  • Access to Advice Matters – a monthly structured CPD publication with topical and practitioner-led articles to support wider learning
  • Case studies and examples based on private clients and high net worth  investment knowledge
  • Careful review of past papers helps us anticipate likely future questions for mock exam (these are updated to reflect any changes to syllabus/regulation)
  • We provide our honest opinion on the progress of the firm’s candidates to internal stakeholders

Agenda

  • Fundamentals of Investment Theory
  • Principal Asset Classes
  • Collective Investments 
  • Asset Allocation Strategies
  • Modern Portfolio Theory and the Capital Asset Pricing Model
  • Behavioural Finance
  • The Efficient Market Hypothesis
  • Fund Management
  • Ethical and Socially Responsible Investment
  • Portfolio Performance
  • Sales Taxes
  • Tax Treatment of Onshore and Offshore Funds
  • International Taxation and Tax Planning


This course should be taken after completing self study of the CISI workbook. All CISI workbooks, online support e.g. Revision Express, qualification registration and examination bookings are not included with this course and must be made via the Institute directly. 

Get this course in-house

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

Interested, but not ready to book?

Sign up to our mailing list and we’ll keep you updated on our latest courses.

You can unsubscribe at any time. Your email will not be shared or sold to any third party. Please visit our privacy policy for more information.

Meet The Tutor

Ian Richardson
Ian Richardson
Senior Associate
[Read about...]

Who is this course for?

Those who wish to develop their existing career and gain a deeper understanding of client portfolio management  especially wealth managers, discretionary portfolio managers and private bankers. Entry criteria can be found on the CISI website. 
 

"Thanks very much for your help Ian (both with this exam AND previous ones). I have no doubt your assistance made a huge difference - not just in teaching me the bits I didn’t know, but generally making me feel more comfortable with how to approach the various question types (the latter being something I don’t feel you get in a larger class environment)

Trainee Investment Manager,
Wealth Management Firm

Training that makes a difference

 

Packed with relevant information 


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

 
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.
 

Get personalised attention


Our online facilities allow for you to get attention from the tutor to answer your questions and interact with other participants.

Select your voucher...


Cancel
Buy Voucher