CISI COURSES

Portfolio Construction Theory in Wealth Management

Overview

As the second unit of the CISI Masters in Wealth Management, this postgraduate level professional exam requires candidates to think critically in the context of the theory of investment as applied to the management of private client funds, the tailoring of a portfolio to clients' needs and much more.

This unit looks at the theory of portfolio construction and behaviour. The unit is broken down into the following syllabus areas:

  • Portfolio construction theory
  • Taxation and trusts

Details


Estimated study time 200 hours
Pass Mark Variable but not less than 50%
Pass Rate 63%
Length of exam 3 hours
Exam credits 20
Level 7

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Testimonials

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  - Karuna , Student (MBA)-BVIMR