CISI
Level 4
QN: 603/5208/5
Curriculum Active
CISI Level 4 Certificate in International Advanced Wealth Management
Official qualification regulated by Ofqual, awarded by CISI. Classified as a Vocationally-Related Qualification.
Qualification Level
Level 4
Awarding Body
CISI
Syllabus Units
2 Units
Guided Hours
Flexible
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Economics and Markets for Wealth Management
Verified
Key Learning Objectives:
- 01 - Wealth Management and the Financial Services Sector02 - Macro-Economic Environment03 - Cash, Money Markets and the Foreign Exchange Market04 - Fixed Income Securities05 - Equities06 - Real Estate and Alternative Investments07 - Derivatives08 - Settlement and Safe Custody
2
Wealth Management Practice
Verified
Key Learning Objectives:
- 01 - Securities Analysis02 - Taxation, Trusts and Foundations03 - Investment Products04 - Principles of Investment Risk and Return05 - Portfolio Construction06 - Investment Advice07 - Investment Selection and Recommendation08 - Portfolio Evaluation, Maintenance and Review
Regulatory & Verification Details
- Qualification Number (QN)
- 603/5208/5
- Regulated Status
- Available to learners
- Awarding Body
- CISI
- Qualification Type
- Vocationally-Related Qualification
- Operational Start
- Jan 2020