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CISI - International Certificate in Wealth Management

The qualification is appropriate for staff working as financial advisers or sales staff in life companies, banks and other financial providers. Staff such as Financial Advisers, Life Assurance Executives and Financial Planners will benefit from undertaking the International Certificate in Wealth Management.

Order your workbook & reserve your exam date

To gain maximum value from the training course, it is strongly advised that attendees read the workbook prior to attending the course.

To order your workbook and reserve your exam date you need to register with the CISI. This can be done through their booking portal.

On-site training in your office

Multi-Booking Discount

Receive a 20% discount when you book four or more public course places at the same time.

Tailored to your needs

Our courses can be tailored to your firm's specific requirements and industry sector.