CISI to offer Chartered Wealth Manager status

Any Level 6 qualification on the FSA's RDR approved list will be recognised, even if is not offered by CISI itself. Applicants must be associated with the CISI at member level (MCSI), Chartered MCSI, fellow level (FCSI), or Chartered FCSI and have held CISI membership for a minimum of one year. They will also need to pass Integrity Matters, the benchmark for all Charter holders, with an 'A' grade, and complete a verifiable RDR equivalent CPD requirement of 35 hours with a minimum 21 hours structured learning. Announcing the new designation at a CISI's RDR open day today, managing d...