CISI and EIMF launch Chartered Wealth Manager qualification

CISI and EIMF launch Chartered Wealth Manager qualification

Cyprus based finance professionals are being offered the chance to study for what is considered in the market to be the leading global qualification for private client wealth managers.

The CISI Chartered Wealth Manager qualification, a post-graduate level specialist qualification, is being launched in Cyprus in partnership with EIMF, with the first five-day training course starting 21 March. The qualification will be taught at the European Institute of Management and Finance (EIMF) headquarters in Nicosia, with highly experienced trainers from EIMF’s partner, the FSTP.

The qualification has three units: Financial Markets, Portfolio Construction Theory and Applied Wealth Management, each assessed by passing three-hour, written exams.  The EIMF five-day study programme offers practical exam-type questions, additional supporting material and optional mock exams which are marked instantly.

Successful candidates are recognised as experienced and qualified financial sector professionals and are permitted to hold the exclusive CISI Chartered Wealth Manager designation and access full membership of the CISI.

EIMF and FSTP Chartered Wealth Manager qualification trainer Johanna Kirby has over 20 years’ experience in the global financial services profession and is a Fixed Income and Derivatives specialist. She graduated from Imperial College, London with a First Class Honours degree in Aeronautical Engineering. Her initial financial services career with JP Morgan saw her quickly rise to Director of Fixed Income based at Barclays in South Africa. For the last eight years Johanna has been working as a Consultant to provide technical training for financial institutions.

Marios Siathas, General Manager EIMF (right) said: “We are delighted to be able to offer this world class, post-graduate level CISI qualification here in the Cypriot market, which is suitable for wealth managers, IFAs, private client managers, discretionary portfolio managers and private bankers.  This highly regarded qualification has been developed in consultation with leading professional practitioners. The Chartered Wealth Manager exams are held just twice a year and therefore it is important that candidates have the best opportunity to pass first time.

“The estimated total study time for all the units of this qualification is 609 hours and we are extremely pleased to have Johanna Kirby of FSTP on board as our trainer for this qualification. Exams are scheduled every year in June (registration closes in March) and January (registration closes in September). Those interested in signing up to the study programme commencing 21 March should get in touch as soon as possible as places are limited.”

Kevin Moore, Chartered FCSI, CISI Director of Global Business Development said: “To complete our Level 7 Chartered Wealth Manager qualification requires a substantial time investment from the candidate, therefore we are thrilled that EIMF has partnered with FSTP, who will provide exemplary study support and training throughout this programme with Johanna Kirby. We look forward to welcoming successful Cypriot candidates to our elite and growing global community of practitioners in this important private wealth management market.”

by Lora Benson | Jan 18, 2019

Karim Mansour
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