How you’d get this certificate
- Zavmo teaches you. You learn the units one-to-one with an AI tutor, on your own work.
- You register with an approved centre. That is a college, training provider or employer Chartered Institute for Securities & Investment has approved to offer this qualification. Zavmo is not an approved centre, so you register with them, not with us.
- The centre assesses, and Chartered Institute for Securities & Investment awards. A qualified assessor at the centre judges your evidence, and the certificate comes from Chartered Institute for Securities & Investment.
Aimed at professionals in accounting and finance, the CISI Level 7 Diploma in Wealth Management focuses on portfolio construction theory, applied wealth management, and financial markets. Individuals will develop an understanding of investment theory and the UK Financial Services Regulatory system.
These are the units Chartered Institute for Securities & Investment registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated. Zavmo teaches towards them on your own work.
Zavmo is not an awarding body, is not an approved centre, and is not affiliated with Chartered Institute for Securities & Investment. It does the teaching and the mapping. Chartered Institute for Securities & Investment sets this qualification and awards it, and a qualified human assessor makes the assessment decision.
What each unit actually teaches you to do
Applied Wealth Management Real unit · Chartered Institute for Securities & Investment
What you'll be able to do
- Explain the UK Financial Services Regulatory system and its implications for firms and their advisors
- Evaluate the use of cash to meet short and long term funding requirements
- Evaluate the main financial needs of the retail consumer and apply suitable protection products where appropriate
- Evaluate and apply suitable indirect savings and investment products for a client's portfolio to meet their requirements
- Evaluate and apply suitable products to underpin provision for a client's retirement planning
- Evaluate and apply direct, derivative and alternative investments in structuring private client portfolios
- Explore and explain the implications of ethical investment and its impact on a private client's portfolio
- Explain the scope for private clients to engage in philanthropy effectively
- Apply the main asset allocation and risk management tools and techniques in managing a client's portfolio
- Apply the core principles of investment planning to constructing and managing a private client portfolio
Financial Markets Real unit · Chartered Institute for Securities & Investment
What you'll be able to do
- Understand the implications of economics and economic policy for financial markets
- Understand the structure and content of financial statements issued by companies and their impact on the valuation of securities
- Select and apply the principal accounting ratios, and explain their advantages and limitations, in the evaluation and comparison of financial statements
- Select and apply the techniques and concepts of investment mathematics to the Wealth Management process
- Evaluate critically the risks and returns offered by fixed income securities and cash
- Evaluate critically the risks and returns offered by equities and derivative investments
- Understand the securities market structure, trading venues and custody and settlement processes
Portfolio Construction Theory in Wealth Management Real unit · Chartered Institute for Securities & Investment
What you'll be able to do
- Understand the fundamentals of investment theory.
- Compare and contrast the properties and performance of the principal asset classes held directly by clients and via intermediated investments.
- Compare and contrast the properties and performance of alternative asset classes.
- Evaluate property and collective investments for use in a portfolio.
- Evaluate Modern Portfolio Theory and the Capital Asset Pricing Model.
- Evaluate the concepts of behavioural finance and how it is used in the industry.
- Implement long term and tactical asset allocation strategies.
- Appraise different views of market efficiency and their impact on investment style.
- Explain the role and responsibilities of fund managers.
- Apply a range of techniques to measure portfolio performance.
- Assess the impact of personal taxation on the investment decision-making process.
- Assess the impact of SDLT / SDRT on the investment decision-making process.
- Determine the tax treatment of On-Shore and Offshore funds.
- Determine the scope of international taxation and tax planning strategies.
- Compare the different types of trusts, how they are taxed and the rights of beneficiaries.
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The jobs these credits are mapped to
A qualification is never a dead end here. Each of these is a job record this qualification is a mapped route into.
- 1 record
- 1 record
- 1 record
- 3 records
- 1 record
- 1 record
Showing 6 roles, drawn from 115 job records mapped to this qualification. Near-identical records are folded together, and each row says how many it stands for.
Where this can lead
Wealth Management Advisor
This work can lead to managing a team of advisors, or into a director role overseeing wealth strategy across a region or client segment.
See the whole journeyOne email to help you decide: the facts, what it teaches, the jobs it leads to and where to start free. With a link back here. Nothing else follows unless you confirm your address.
The credits, and who awards them
Level 7 credits are regulated, and they are awarded by Chartered Institute for Securities & Investment rather than by Zavmo. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you have covered and what is next.
What you would be collecting
Applied Wealth ManagementFinancial MarketsPortfolio Construction Theory in Wealth Management
Each one is a real unit registered against this qualification.
How you’d practise it
You don’t watch this. You do it.
You are not assessed on remembering this. You are assessed on applying it, analysing it, evaluating it and producing something. So that is what the practice is: projects, role play and your own live cases, with a tutor in the room.
The Coach · your practice partner Illustration - Pitch it Evaluate
“Financial Markets” gets practised as a pitch. You make the case out loud, Zavmo asks the question the room would ask, and you make it again.
- Lead it Apply
“Applied Wealth Management” is practised on the team you actually have. You talk through the call you are about to make, and Zavmo makes you say it the way you would say it to them.
How you would learn this
One to one, on the work you already do
A tutor sets the task against your own job and marks the reasoning, at your pace. There is no cohort to fall behind.
A lesson from Applied Wealth Management, one of this qualification's own units.
Applied to your work in any of these jobs
Learners will evaluate and apply financial products and strategies within the UK regulatory framework. The unit covers the roles of regulatory bodies, client financial needs, and suitable protection, savings, and investment solutions.
- 1 Remember
- 2 Understand
- 3 Apply
- 4 Analyse
- 5 Evaluate
- 6 Create
It is £70 a month, billed monthly. Your free first module is Future Fluency, and you can cancel any time. Teaching towards this qualification begins when you subscribe.
Built for CISI Level 7 Diploma in Wealth Management
3 units in this credential, in the order it lists them, awarded by Chartered Institute for Securities & Investment.
- Applied Wealth Management
- Financial Markets
- Portfolio Construction Theory in Wealth Management
Free tools
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Learned on your own work, taught one-to-one.
Everything you just read, learned one-to-one on the job you already do. Your free first module is Future Fluency, so you can see how the teaching works before you pay for anything.
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The title, level, credits, guided learning hours and unit learning outcomes on this page are taken from the Ofqual Register of Regulated Qualifications. Contains public sector information licensed under the Open Government Licence v3.0. Where this data comes from.