The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide the highest quality service to clients. It is a progressive qualification comprised of three units, Financial Markets, Portfolio Construction Theory and Applied Wealth Management. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
|Place of Publication||London|
|Number of pages||732|
|Publication status||Published - 31 Dec 2021|
ASJC Scopus subject areas
- Economics, Econometrics and Finance(all)