Financial planning professionals encouraged to go for Chartered Wealth Manager title

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


It is the mark of an up to date, experienced and qualified professional. CERTIFIED FINANCIAL PLANNERTM (CFPTM) professionals have already completed a rigorous assessment and can therefore apply to become part of an elite group of CISI Chartered Wealth Managers. Many have already done so and are enjoying the use of their new title.

Martin Bamford CFPTM, Chartered MCSI, said: “I’d encourage all CFPTM professionals to become Chartered Wealth Managers. It’s a really simple process, which involves completing the Integrity Matters online test, confirming your CPD records and submitting a short form to the CISI. Financial Planning without investment management is like a car without fuel. The combination of the CFPTM mark and Chartered Wealth Manager really completes the circle, creating a killer combination which clients and professional connections alike will really value.”

Like your CFPTM Certification, the Chartered Wealth Manager title is separate from CISI membership designations. If you’re eligible to use it, it should be added underneath your name on business cards and letterheads; it will formally show your professional competence to employers, colleagues and clients.

The implementation of the Retail Distribution Review has improved standards across the financial planning professions. This title enables those who meet the criteria to formally confirm their expertise and stand out from the crowd.

Published: 08 Feb 2016
  • Financial Planner Magazine
  • Financial Planning
  • The Review

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