Chartered Wealth Manager

Chartered Wealth Manager is a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession.

Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial industry professional. You will become part of an elite group of CISI Chartered Wealth Managers, similar in standing as other Chartered professionals with a specific occupational role, such as Chartered Surveyors. The Chartered Wealth Manager title is separate from CISI membership designations and should be added underneath your name on business cards and letterheads; it will formally demonstrate your professional competence to employers, colleagues and customers and set you apart from the competitors.

The implementation of the RDR has improved professional standards across the industry. This title enables those who meet the criteria to formally confirm their expertise and stand out from the crowd. For firms, having employees with the Chartered Wealth Manager title demonstrates that staff are working at the highest standards in wealth management and the organisation is committed to professionalism and upholding high standards of integrity and ethical behaviour. 

Eligibility Criteria

The CISI is pleased to be able to offer this title to Chartered Members and Chartered Fellows who meet the following criteria:

Achieved the Chartered Wealth Manager Qualification or hold the CERTIFIED FINANCIAL PLANNER certification TM
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Successfully completed at least one year of recorded CPD*
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Chartered Wealth Manager title


* CPD must be logged on the CISI’s CPD scheme, the CISI Accredited Firm CPD scheme or previously completed CPD with the IFP. Approved CPD year must directly precede your application.

View the full policy for obtaining and maintaining Chartered Wealth Manager.

Application Process

Members who meet the qualifying criteria may apply for Chartered Wealth Manager status by completing the appropriate application form. 

 Chartered Wealth Manager Application Form
 Chartered Wealth Manager Application Form for CFPTM holders

There is a charge of £30 for this title and once your application is approved by the CISI you will be sent a certificate.