The wealth management suite consists of professional certifications designed for private bankers, discretionary investment managers, and financial advisers. These qualifications are recognized globally and are often considered the industry benchmark for professionals seeking to advance their careers in wealth and investment management. The CISI Wealth Management Pathway
CISI offers a progressive qualification ladder, allowing candidates to start at an introductory level and work toward the "gold star" standard of professional recognition. Chartered Wealth Manager Qualification - CISI cisi wealth management
If you were looking for a summary of the themselves for a brochure, here is a concise feature list: discretionary investment managers