Another successful results day for FSTP’s Chartered Wealth Manager Students

For the 6th year in a row students have led FSTP to achieve pass rates higher than the CISI national average across all three papers (Financial Markets, Portfolio Construction Theory & Applied Wealth Management). Even with obstacles in way, a few these taking the shapes of exam dates being pushed back and some very challenging questions appearing throughout each sitting, these results are extremely rewarding for all students and staff alike.

Not only is everyone here at FSTP absolutely delighted with this news, we were also informed that one of our students, who’s an Assistant Investment Manager at a Wealth Management firm, achieved the highest score out of the Northern Ireland students taking the Chartered Wealth Manager qualification. We’re all thrilled for Norman, who said “The CISI Chartered Wealth Manager Qualification has been hugely beneficial to the progression of my career. It has improved the breadth and quality of my knowledge of wealth management, as well as ensuring increased confidence from clients in my financial advice. The training courses with FSTP not only ensured a sound theoretical knowledge of the wide variety of topics required for CISI exam success, but also covered education around the softer skills of client relationship management. Therefore I was able to transfer the skills I was enhancing in the classes straight away in a practical sense. I cannot commend Ian Richardson and Jo Kirby enough for their expertise and brilliant teaching methods, particularly their flexibility to different learning styles and their prompt replies to any queries outside of the scheduled courses. Their thorough industry knowledge from past careers in financial markets was a particular positive I would highlight, as they were continually able to relate textbook theory to tangible scenarios”.


CWM W18 Pass Rate Graph Updated

FSTP, Financial Services Training Partners, Financial Services Training, CISI, Chartered Institute For Securities & Investment, CISI Premier Training Partner, Premier Accredited Training Providers, CISI Qualifications,As a CISI Premier Approved Training Partner, we believe that those who have chosen to study with us have undoubtedly benefited from our smaller class sizes, tailored tutor knowledge and extensive range of support material. Therefore helping every student to develop their subject knowledge and utilise this to the best of their ability.

However don’t just take our world for it, take a look at our CISI Chartered Wealth Manager qualification brochure to see what our previous students have had to say. Here you can also see the variety of CWM study options we currently offer to suit a students preferred way of learning and provide them with the best chance of success. Whether it’s our 8 day full study package, 2 day revision only workshop, 1:1 twilight sessions or even a single marked mock exam, there is an option to meet everyone’s specific needs.

Alternatively, if you would rather take a more personal approach, please don’t hesitate to call the office on 01908 395243 in order to discuss your needs, any questions you may have and also ask about course availability.

Lydia Francis

Marketing Co-ordinator