CISI Chartered Wealth Manager Qualification

CISI Chartered Wealth
Manager Qualification
Study Programmes for June 2015 exams
The Chartered Wealth Manager is recognised as the gold star qualification for private
client wealth managers in the industry today. Employers are looking for those who are
able to achieve this level 7 qualification, but how best to support them is the critical
question. Here at FSTP, we developed a programme which is worthy of consideration by
any firm.
What makes the programme different?
 Limiting class numbers to a maximum
of 10 for first time candidates and 12
for revision sessions
 Choice of study dates
 Tutors provide 1:1 time, help and
support through the course duration
 Tasks and “homework” are set for
completion to ensure self-study
 Case studies and examples based on
private clients and high net worth
investment knowledge
 Full mock examination is marked and
returned with comments to candidates
 Careful review of past papers helps us
anticipate likely future questions for
our mock exam *these are updated to
reflect any changes*
 We provide our honest opinion on the
progress of the firms candidates to
internal stakeholders
 We work closely with the CISI to
understand the level of learning
expected from candidates.
We know how important costs are to our clients and we
believe we have designed a methodology of approach
which creates a learning environment more conducive
to candidates passing first time.
It is our aim at each sitting for each module to produce
results which exceed the national pass rate:
Financial
Markets
Portfolio
Construction
Theory
National %
pass rate
June 2014
51%
79%
79%
FSTP %
pass rate
June 2014
70%
88%
88%
Our approach will suit students who:
are able to and agree to self study
work better in smaller, more interactive groups
want access to tutors where individual questions
can be addresssed
“The reduced class sizes are definitely beneficial
and I think that this is a huge advantage of the
FSTP approach” PCT Candidate, June 2013
are happy to share and listen to the opinion of
others in a safe and confidential environment
Applied Wealth
Management
Why choose us?
As a CISI accredited training provider, we believe the benefit to firms
who choose us will be:
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Direct access to tutors and your Client Relationship Manager at FSTP
Online revision material – including mock exams and end of chapter test questions
Better chance of first time pass
Revision courses are priced affordably so individuals being asked to contribute to support
can attend
In-house London venues
We are confident that we can provide a first class programme to students, so should an
individual be unsuccessful after completing the full study programme we’ll offer a free
revision session – dependant on availability
1:1 twilight revision sessions – 2 hours focussed on individual needs, priced at £200 (+VAT)
– dependant on availability
To maintain the integrity of our offering we do limit the places available and will allocate on a first
come, first served basis.
Study Support Options
Unit 1 Financial Markets
Unit 2 Portfolio Construction
Theory
Unit 3 – Applied Wealth
Management
8 days
6 fully tutored study days & 2
revision days
2 days revision only
£1,695
£425
A full mock exam can
be marked and
returned as an
additional practice
paper at £125
Additional services – We can offer an administration function to register candidates with the CISI, order
workbooks and book the required exams. A small fee of £65 per person, per paper will be charged, in
addition to the CISI fees for candidate registration, workbook, exam fee and related postage.
o
o
Candidates are now required to purchase and use the CISI workbooks
All prices shown are excluding VAT and are correct as of 1/11/14.
Mock Exams – if you have students that are studying with another provider we can offer a marked mock
exam, with individual feedback as a standalone option. This will be £165 per exam, per person.
“I find it much more effective to participate in
discussions and explore things as opposed to being
dictated to, so your approach was perfect for my
learning style”
AWM candidate, June 2013
Eligibility
In consultation with key firms and the CWM exam panels,
the CISI has decided to implement eligibility criteria for
candidates sitting their first unit of the qualification.
Please see the CISI website for the full eligibility policy.
Our Consultants
Cris Glascow M.C.S.I, F.P.F.S (Chartered
Financial Planner) is a highly regarded
Consultant for FSTP with his services
frequently requested by our clients. He is
highly qualified with an excellent all round
knowledge of the financial services industry.
Ian Richardson M.C.S.I, is one of the most
highly regarded and trusted Consultants of
FSTP. Ian has a long and wide ranging
experience, his practitioner roots lie in
Investment, Trusts, Taxation, and Financial
Planning.
Cris works as a designer, trainer and
consultant in all aspects of regulated financial
services operations. Cris is particularly skilful
in the design and delivery of creative training
solutions to a very high standard and level, in
order to meet business objectives. First class
organisational and planning skills enable him
to meet tight deadlines, alongside his welldeveloped communication and interpersonal
skills.
Ian has a very interactive delivery style,
bringing weighty subjects to life by drawing
on over 30 years of practical experience.
“Cris was excellent at encouraging
participation in the group and
providing supplementary materials.
The small group size was vital and Cris
was always willing to help”
FM Candidate
Ian co-authored the Chartered Institute for
Securities and Investment (CISI) official
learning and reference manual for Private
Client Investment Advice and Management
(PCIAM); and delivers regular open courses
for the CISI on regulation.
“Ian was great, patience of a saint
and made the material really
interesting (not an easy feat with tax
and trusts)! I found that the
information sunk in more as a result
of the interactive teaching style,
rather than just being lectured at”
PCT Candidate
Both our lead tutors hold the
Wealth Masters Qualification.
Study Support Programme March – June 2015
Unit 1 – Financial Markets (FM)
Group 1 – London
Group 2 – London
Session 1: 9th & 10th March
Session 2: 7th & 8th April
Session 3: 5th & 6th May
Revision: 2nd & 9th June
Group 3 – London
Session 1: 18th & 19th March
Session 2: 20th & 21st April
Session 3: 11th & 12th May
Revision: 1st & 8th June
Session 1: 4th & 5th March
Session 2: 30th & 31st March
Session 3: 29th & 30th April
Revision: 4th & 5th June
All mocks for Financial Markets on
18th May
Unit 2 – Portfolio Construction Theory (PCT)
Group 1 – London
Group 2 – London
Session 1: 2nd & 3rd March
Session 2: 30th & 31st March
Session 3: 27th & 28th April
Revision: 1st & 8th June
Group 3 – London
Session 1: 9th & 10th March
Session 2: 8th & 9th April
Session 3: 7th & 8th May
Revision: 11th & 12th June
Session 1: 16th & 17th March
Session 2: 13th & 14th April
Session 3: 11th & 12th May
Revision: 3rd & 10th June
All mocks for Portfolio Construction Theory on
19th May
Unit 3 – Applied Wealth Management (AWM)
Group 1 – London
Group 2 – London
Session 1: 11th & 12th March
Session 2: 9th & 10th April
Session 3: 29th & 30th April
Revision: 4th & 11th June
Group 3 – London
Session 1: 16th & 17th March
Session 2: 13th & 14th April
Session 3: 5th & 6th May
Revision: 9th & 10th June
Session 1: 23rd & 24th March
Session 2: 22nd & 23rd April
Session 3: 13th & 14th May
Revision: 2nd & 3rd June
Mocks for Applied Wealth Management 20th May
These or additional groups could be accommodated in Edinburgh or Birmingham subject to minimum candidate
numbers.
Contact Us
To discuss your needs and how we can support you or your firm please contact us on
0203 178 4230, email info@fstp.co.uk or visit or website www.fstp.co.uk
FSTP is the trading name of Financial Services Training Partners LLP. Registered No OC372081
London Office and registered address: 60 Lombard Street, London EC3V 9EA
Milton Keynes Office: Acorn House, 393 Midsummer Boulevard, Milton Keynes, Buckinghamshire MK9 3HP