Chartered Institute for Securities & Investment · RQF Level 7
CISI Level 7 Diploma in Wealth Management
You don’t just earn this. You learn to use it, one-to-one, on your own real work.
- LevelRQF Level 7
- Total credits60
- Guided learning189 hours
- Units in this qualification3
Awarded by Chartered Institute for Securities & Investment · on the Ofqual register
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See how this course maps onto your role
Ten quick questions, one per Future Fluency, asked against this qualification rather than a generic one.
About 5 minutes · No card · Nothing to commit to
What you’ll learn
What each unit actually teaches you to do
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, and every one you earn is yours to keep.
Applied Wealth ManagementReal 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 MarketsReal 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 ManagementReal 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.
The honest bit
You’ve started things before
Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.
There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.
And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.
Your passport
Every credit is a stamp you keep
Level 7 credits are regulated. 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’ve earned and what’s next.
Each stamp is a real unit registered against this qualification.
Who’d teach you this
The Evidence Evaluator
Assessor
Helps you show what you can actually do, gathering the evidence that proves it as you learn.
Meet all twelve tutorsWhere this connects
Where these credits take you
A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.
Where this can lead
Wealth Management Advisor
Your career here is what you make of it. We provide the platform, the support, and the opportunities, but your drive and commitment will ultimately shape your journey. We're excited to see where you take it.
See the whole journey →Showing 6 roles, drawn from 122 job records mapped to this qualification.
How you’ll actually learn this
One-to-one, on your own real work
A qualification is usually something done to you: sit the class, sit the exam, hope it sticks. Here it’s the opposite. You learn it one-to-one with a companion, on your own real work, and you keep going until you can use it, not just recall it.
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.
- Remember
- Understand
- Apply
- Analyse
- Evaluate
- Create
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
One to one, not one to many
No two people run this the same way
A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.
- Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
- What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
- The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
- How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
- Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.
See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.
Why it sticks
Most courses stop at remembering
There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.
- 6CreateThe Creative Catalyst
- 5EvaluateThe Evidence Evaluator
- 4AnalyseThe Analyst
- 3ApplyThe Coach
- 2UnderstandThe Connector
- 1RememberThe Builder
Where most courses leave you Where Zavmo takes you
The value
Why the companion is worth £70 a month
You’re not paying for the units. They’re regulated, and the same wherever you earn them. You’re paying for the one thing that decides whether you actually get there: a companion that makes them stick, on your real work.
That is one-to-one on this qualification, every day, on the work you already do, for £70 a month. Your first module is free, so you can see the teaching before you pay for any of it. Billed monthly, cancel any time and billing stops.
Earned on your own work, taught to the top.
Everything you just read, learned one-to-one on the job you already do. Your first module is free, so you can see the teaching before you pay for any of it.
Build my plan, freeNo card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.