Abstract
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.
| Original language | English |
|---|---|
| Place of Publication | London |
| Publisher | CISI |
| Number of pages | 732 |
| Publication status | Published - 31 Dec 2021 |
Bibliographical note
Q144ASJC Scopus subject areas
- Economics, Econometrics and Finance(all)