Chartered Wealth Manager of the Chartered Institute for Securities & Investment

Regulators
  • Chartered Institute for Securities and Investment
Nations
United Kingdom
Sectors
  • Finance

Regulatory or professional bodies

Chartered body

Address

20 Fenchurch Street
London
EC3M 3BY

Email address
customersupport@cisi.org
Phone number
+44 (0)2076 450 777

Regulation

Regulation summary

Chartered Wealth Manager
Chartered Wealth Manager is a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession.

Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial sector professional. You will become part of an elite group of CISI Chartered Wealth Managers, similar in standing as other Chartered professionals with a specific occupational role, such as Chartered Surveyors. The Chartered Wealth Manager title is separate from CISI membership designations and should be added underneath your name on business cards and letterheads; it will formally demonstrate your professional competence to employers, colleagues and customers and set you apart from the competitors.

The implementation of the RDR has improved professional standards across the sector. This title enables those who meet the criteria to formally confirm their expertise and stand out from the crowd. For firms, having employees with the Chartered Wealth Manager title demonstrates that staff are working at the highest standards in wealth management and the organisation is committed to professionalism and upholding high standards of integrity and ethical behaviour.

Regulation type

Accreditation

Reserved activities

None - restrictions apply to use of title only


Qualifications and experience

New professionals

Routes to qualification

Members should have been Chartered Members or Chartered Fellows for a minimum of one year and should achieve the Chartered Wealth Manager qualification or hold the Certified Financial Planner certification, in addition to successfully completing at least one year of recorded CPD.

Professionals from outside the UK

Recognition for professionals outside the UK
All - there are routes to recognition for professionals from all countries
Summary of routes

Members should have been Chartered Members or Chartered Fellows for a minimum of one year and should achieve the Chartered Wealth Manager qualification or hold the Certified Financial Planner certification, in addition to successfully completing at least one year of recorded CPD.

More about recognition for professionals outside the UK
https://www.cisi.org/cisiweb2/cisi-website/join-us/membership/chartered-wealth-manager

Registration

Registration requirements

Members should have been Chartered members or Chartered Fellows for a minimum of one year and should achieve the Chartered Wealth Manager qualification or hold the Certified Financial Planner certification, in addition to successfully completing at least one year of recorded CPD.


Legislation

Title of relevant act or charter

Royal Charter

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