Applied Wealth Management


This is the third and final unit of the CISI Masters in Wealth Management. It is a postgraduate level professional exam requiring candidates to identify the requirements of a client from the relevant information available, structure and manage a suitable portfolio of financial assets and communicate their recommendations to the client.

This unit reviews practical portfolio construction and management and is broken down into the following syllabus areas

  • The advisor-client relationship
  • Cash management
  • Overview of insurance products
  • Overview of investment products
  • Pension wrappers
  • Use of other investments (e.g. property)
  • Effective philanthropy
  • Tools and techniques
  • The practice of portfolio construction


Estimated Study Time 200 hours
Pass Mark Variable but not less than 50%
Pass Rate 65%
Length of exam 3 hours
Exam credits 20
Level 7

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A very insightful session. I was able to correlate with the content in a practical manner, as the example given were very good. Thanks for such a good session. The session helped in gaining leanings about derivatives and contracts.

  - Abhishek, Student (BPL), SOIL-GGN

It was by far the best workshop, rather than a lecture that we are used to. I could not understand share market and its working before this. You were good. Though I was not too excited about the finance before. But it was a transformation.

  - Jashan , Student (MBA)-BVIMR

According to me, the session was highly interactive and provided the valuable knowledge and information that could help us in entering into the stock market and also in various financial institutions. Thank you so much SIR.

  - Karuna , Student (MBA)-BVIMR