CISI awards 2019/20 Chartered Wealth Manager Scholarship of £2,500

by Lora Benson | Sep 26, 2019

The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Daniel Morgan MCSI of Equilibrium has been awarded the Chartered Wealth Manager Scholarship 2019.

The Hoare-Nairn Scholarship is awarded annually by the CISI Educational Trust, in order to financially assist the successful individual’s fees in studying for the CISI’s premier qualification, the Chartered Wealth Manager Qualification.

A total of £15,000 has been awarded to winning candidates since the Scholarship was first offered in 2014/2015.

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 a supporting, 400 word personal statement on why they should receive the Scholarship, with an essay of up to 1,500 words on this year’s hot topic: What is Green Finance? Discuss whether it is a passing trend or a fundamental change.

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Daniel Morgan and Charles Hoare Nairne


On receiving the Scholarship, Daniel said: “I am delighted and very grateful to have been awarded the 2019 Hoare Nairne Scholarship to study to become a Chartered Wealth Manager.

“The essay subject was a particularly interesting and relevant one as green finance increases in importance. I am looking forward to beginning my studies and the challenge of the exams, from which I am hoping to gain the necessary knowledge to get the best outcomes for clients and to progress further in my career.”

Simon Culhane, Chartered FCSI and CISI CEO said: “Many congratulations to Daniel Morgan. His essay in particular stood out because it was well researched and argued with a compelling conclusion that Green Finance is here to stay and is part of a global shift towards a real shift amongst investors, both wholesale and retail, towards ESG.

“I wish Daniel every success in completing the Chartered Wealth Manager qualification and in his future career in our financial services profession.”

To register your interest for the 2020/21 CISI Chartered Wealth Manager Scholarship visit cisi.org/CWMScholarship