Fitch Learning CISI Chartered Wealth Manager Qualification Success Story - PW9.ORG

Fitch Learning is the global leader in financial training and education. We enable individuals and organisations to develop the skills, knowledge and behaviours to reach their full potential.

Fitch Learning’s learning solutions are delivered online, via virtual classrooms and on-site, at our world-class training centres located in London and New York.

Our global network of expert instructors is drawn from leading financial institutions around the globe, ensuring that our clients receive the highest quality of training specific to their needs. Our clients include leading banks, asset managers, hedge funds and regulators.

The Chartered Wealth Manager qualification The Chartered Wealth Manager qualification is a globally recognised benchmark for wealth management professionals. The qualification involves both core subjects such as investment principles as well as technical subjects such as taxation, trust law and financial planning.

The CISI Chartered Wealth Manager qualification is a globally recognised benchmark for wealth management professionals. The qualification involves both core subjects such as investment principles as well as technical subjects such as taxation, trust law and financial planning.

Fitch Learning, a leading global provider of financial education and training, has just published a case study on the Chartered Wealth Manager® qualification.

The Chartered Wealth Manager (CWM®) designation is administered by CISI in partnership with the Chartered Institute for Securities & Investment (CISI). The programme is targeted at wealth management professionals who wish to

demonstrate their commitment to the industry, their professionalism and their compliance with high ethical standards.

CWM® was developed in 2011 based on feedback from wealth management practitioners within CISI’s membership community. The qualification gained Chartered Financial Analyst Institute (CFA) Institute Program Partner status in 2013.

Fitch Learning, a global leader in professional training courses for the financial services sector, required a learning platform to support their Chartered Wealth Manager qualification. The Chartered Wealth Manager qualification is an independent, Fitch-owned certification offered exclusively through the Chartered Institute for Securities & Investment (CISI).

The qualification is aimed at financial planners, private bankers, investment managers and advisers who provide holistic wealth management advice to clients. The qualification covers key areas of wealth management including asset allocation, tax planning, regulation and ethics.

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