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.
Focuses on key principles and best practice of wealth management by exploring global markets. Client-focused – demonstrate competence when advising to meet clients’ needs. Flexible examination – the qualification is examined by computer-based testing, providing you with the flexibility to sit the exam all year. Free CISI Student membership – become associated with a leading Chartered professional body and enjoy some of the first-class membership benefits available to full CISI members during your study. Eligibility for Associate membership – achieving this qualification will make you eligible to join the CISI at an Associate level, allowing you to use the designatory letters ACSI after your name. Satisfies the requirements for ESMA/MiFID II – what does this mean? Recognised by the FCA – the Certificate in International Advanced Wealth Management features on the Financial Conduct Authority’s Appropriate Qualification tables for regulated activities 2 and 12 provided it is accompanied by appropriate examinations in Regulation and Ethics, Investment Principles and Risk and Personal Taxation. Qualification Factsheet
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, and work done here is recognised as prior learning under the agreements we hold.
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.
Free first step
Try a free Future Fluency lesson first
The free part is a Future Fluency lesson on using AI at work. It is not part of this qualification. Next, a free account. We build your plan for this qualification as you set up. Teaching towards this qualification begins when you subscribe.
No card · Nothing to commit to
What each unit actually teaches you to do
Economics and Markets for Wealth Management Real unit · Chartered Institute for Securities & Investment
What you'll be able to do
- Explain the role of wealth management within the financial services sector.
- Analyse the macro-economic environment and its impact on investment decisions.
- Describe the characteristics of cash, money markets and the foreign exchange market.
- Explain the features of fixed income securities.
- Explain the features of equities.
- Describe the characteristics of real estate and alternative investments.
- Explain the use of derivatives in wealth management.
- Describe the processes of settlement and safe custody of investments.
Wealth Management Practice Real unit · Chartered Institute for Securities & Investment
What you'll be able to do
- Analyse securities using appropriate methods and data.
- Understand the principles of taxation, trusts and foundations in wealth management.
- Describe a range of investment products available to wealth management clients.
- Explain the principles of investment risk and return.
- Construct investment portfolios to meet client needs.
- Provide investment advice in accordance with regulatory requirements and ethical standards.
- Select and recommend suitable investments for clients.
- Evaluate, maintain and review investment portfolios to ensure they continue to meet client needs.
The national standards these units are built against
What the job actually needs, in the words employers and awarding bodies already use for the work itself.
- Standard
Analyse and report investment implications of international economics and foreign exchange markets
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 72 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 Sales Executive
This work can lead to private wealth roles with larger client portfolios, to management of a wealth advisory team, or to senior leadership across a wealth management division.
See the whole journeyThe credits, and who awards them
Level 4 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
Economics and Markets for Wealth ManagementWealth Management Practice
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
“Economics and Markets for Wealth Management” 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
“Wealth Management Practice” 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 Economics and Markets for Wealth Management, one of this qualification's own units.
Applied to your work in any of these jobs
This unit provides learners with an understanding of economics and financial markets relevant to wealth management. Learners will analyse macro-economic factors, financial instruments, and market operations to support informed wealth management decisions.
- 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 4 Certificate in International Advanced Wealth Management
2 units in this credential, in the order it lists them, awarded by Chartered Institute for Securities & Investment.
- Economics and Markets for Wealth Management
- Wealth Management Practice
Free tools
Want a read on where you stand?
Three free tools, no account needed. Each one ends with a role, a level and a way in.
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.
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.
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.