The new CISIM (Wealth Management) is the first career pathway to be
launched as part of the CISI Masters Programme (CISIM). Developed
in conjunction with leading industry practitioners, it's a
flagship professional level qualification and lies at the very
heart of the CISI’s activities – Private Client Wealth
Management.
The programme comprises of three sequential
modules:
- Financial Markets
- the environment in which wealth management operates
- Portfolio Construction Theory
- the theory of portfolio construction and behaviour
- Applied Wealth Management
- practical portfolio construction and management
