Chartered Wealth Manager

The Chartered Wealth Manager Qualification is recognised as the gold star qualification for private client wealth managers. This is why so many employers place such importance on recruiting individuals who are able to achieve this CISI standard.

With the Chartered Wealth Manager exams only being held twice a year it is crucial that candidates provide themselves with the best opportunity to pass first time. The investment of time needed to complete all three Chartered Wealth Manager papers is substantial, which means that finding the right study support is imperative.

This is why FSTP have designed an effective 8 day study programme that has produced excellent pass rates time and again. Our methodology and approach creates a learning environment more conducive to candidates passing their exams first time, reducing the costs and time spent on resitting exams.

FSTP pass rates have consistently exceeded the national average over the last 5 years.

5 year results ave

Why study with FSTP?

CISI PTPAs a CISI Premier Accredited Training Partner, we believe the benefits to firms who choose us are
that you have:


  • Direct access to tutors and an FSTP Client Relationship Manager
  • An opportunity to take a free 2 day revision session (dependant on availability) should an individual be unsuccessful after completing the full study programme (1st attempt only), proving that we are confident that ours is a first class programme

To maintain the integrity of our offering we have limited availability and will allocate on a first come, first served basis, so booking early is recommended.

We support your learning at every step

Classroom instruction
Get valuable time with our expert trainers. You can scheduled sessions at a wide range of locations.
Or we can arrange for group sessions within your firm.

Online student portal
You have private access to our secure student area, where can download the latest study resources,
including course materials, recorded classroom events, revision guides and past exam papers.

Practice mock exams
We mark past papers for you, not only do you get feedback your technical knowledge, but we guide
you on exam technique best practice.

Support when you need it
Get in touch directly with your personal tutor who will there to provide you with a friendly guiding
hand. Or you can contact our administrative support for general enquiries.

Quality training materials
Subject experts have prepared all course and revision material. And we keep everything up-to-date
with the latest regulatory developments.

Study Options

Study Options

Not all students want a classroom based course, and not all firms offer financial support, so a choice of options is key to an individual’s success.

For those who wish to take advantage of face to face programmes, these are currently offered as 8 day study courses via live Zoom Meetings, covering the syllabus content or 2 day revision sessions focusing on areas where the tutors know students often struggle, often using the marked mock exams outcomes to develop this.

Students can also request 1:1 revision to concentrate on their individual needs and problem areas. Early booking is recommended as tutor availability for 2 hour slots is very limited.

Full study package – £2200 +VAT

8 day study course – 6 days covering the syllabus plus 2 days revision and a marked mock exam with individual feedback


Standalone options – priced so students can invest in their own learning….

Revision only – £440

2 day classroom based revision only

1:1 twilight revision – £350

2 hours with a tutor to focus on specific development needs

Marked mock exam only – FSTP students £175 +VAT, Non-FSTP students £200 +VAT

A practice exam taken in 3 hours, which is marked and individual feedback given

CISI Chartered Wealth Manager Study Programme

View course brochure

Our CWM students have achieved excellent pass rates, consistently above the national average. Many are awarded merits and distinctions and have been recognised at the CISI annual awards.

To discuss next steps, please call us today on 0203 178 4230. Or email

FSTP, Financial Services Training Partners, Financial Services Training, CISI, Chartered Institute For Securities & Investment, CISI Premier Training Partner, Premier Accredited Training Providers, CISI Qualifications,

CISI Chartered Wealth Manager Study Programme

To discuss any of the study options or make provisional bookings please get in touch today. We would be happy to help you.

0203 178 4230

Lead Tutor

Ian Richardson MCSI

Senior Associate

Ian has become a leading figure in the provision of tuition and
one-to-one coaching for the higher level RDR qualifications and we frequently receive messages of
personal thanks from his candidates. Since 2002 he has been engaged in a mix of compliance and
training assignments for major clients of FSTP.

He is particularly skilled at analysing complex information and drawing upon his experience and
knowledge of the industry to arrive at practical solutions. He also communicates information clearly and
ensures that key messages are communicated at the right level to the right audiences.

Through his work, Ian is very familiar with the FCA’s requirements for firms and for senior management and leads our open courses on such topics as the Foundation in Regulation, Foundation in COBS and Financial Promotions. He is an Associate of the Chartered Institute of Bankers, holds the Financial Planning Certificate and Chartered Investments and Securities Institute Level 6 PCIAM and Level 7 Chartered Wealth Manager qualifications.

Ian has a very interactive delivery style, bringing weighty subjects to life by drawing on over 30 years’ of practical experience.

“FSTP unsurprisingly continue to attract the biggest and best firms in the city to use their expertise and skills. The structure to which they have broken up the courses are much more digestible and makes what is a rather a lot of information to take in less daunting”

Chartered Wealth Manager Student

December 2015

“My advice would be to choose a training provider that works best for you. Ian Richardson at FSTP was outstanding in providing the teaching and support that was required to achieve the CWM Qualification. As a proactive learner the small groups and the interactive nature of Ian’s FSTP courses were a huge benefit to me”

Chartered Wealth Manager Student

CISI CWM Overall Award Winner 2016