2017/18 £2,500 Hoare Nairne Scholarship awarded

by Lora Benson | Jul 27, 2017

 

The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Ben Manser of Coutts Crown Dependencies, Jersey, has been awarded the Hoare Nairne Scholarship 2017.270727HoareNairnSimonCulhaneandBenManser

The Scholarship, worth £2,500 towards study costs, is awarded by the CISI Educational Trust, supported by a donation from Charles Hoare Nairne to cover the costs of the Scholarship for the foreseeable future.

The aim of the Scholarship is to help the successful candidate study towards CISI’s premier qualification, the Chartered Wealth Manager Qualification.

The Chartered Wealth Manager Qualification comprises three units: Financial Markets, Portfolio Construction Theory, and Applied Wealth Management, normally taken over 18 months, with sittings in June and December.

Scholarship candidates were asked to submit an essay analysing the advantages and disadvantages between using a robo-advisor and a human-advisor, from the customers perspective.

On receiving the Scholarship, Ben said: “I am thrilled and honoured to receive the Hoare Nairne Scholarship 2017. The Chartered Wealth Manager qualification is the pinnacle of excellence within our profession and I am extremely grateful for the opportunity to be able to take on the challenge. I hope that I can use it to develop my technical understanding of both individual products and services as well as markets as whole, allowing me to serve my clients better every day.”

Simon Culhane, Chartered FCSI and CISI CEO said: “Congratulations to Ben Manser on achieving the Hoare Nairne Scholarship 2017. Ben submitted an excellent essay comparing robo-advice to human-advice. We wish Ben every success in completing the Chartered Wealth Manager Qualification and in his future career within financial services “.

Further information on the Hoare Nairne Scholarship can be obtained from masterscholarship@cisi.org.