Portfolio Construction Theory in Wealth Management


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


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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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