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The financial planning profession is changing again.Chartered Wealth Manager MFP Wealth Management

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.  Chartered Wealth Manager MFP Wealth Management

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.

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