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.