Chartered Wealth Manager

The financial planning profession is changing again.

Since the merge of the Institute of Financial Planning (IFP) – the UK-based body responsible for promoting the benefits of financial planning to consumers – with the Chartered Institute for Securities and Investment (CISI) – the professional body of choice for professionals in the securities and investment industry in the UK, I have become a CFP Chartered Member of the Chartered Institute for Securities and Investment (CISI). 

Now that’s a mouthful!

As a new member I’ve had the opportunity to earn myself the title of Chartered Wealth Manager.  

What is the Chartered Wealth Manager qualification about?

The Chartered Wealth Manager qualification is a progressive, specialist qualification – equivalent to a Masters Degree – comprised of three units: Financial Markets, Portfolio Construction Theory and Applied Wealth Management.  It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management. Obtaining the qualification demonstrates a paramount level of competence in creating investment portfolios that meet the needs of a client. 

Read more about our credentials as Chartered Wealth Managers and Chartered Financial Planners here.

Alternatively, read more about what we do and how we could help you retire successfully.