• ACCA + Chartered Wealth Manager
    Dual Professional Qualification for entering into
    Investment Banking on higher level



  • ACCA is the global body for professional accountants with over 178,000 members and 455,000 students in 181 countries

  • One of the oldest professional body with over 100 years and has built a reputation that is recognized around the world.

  • ACCA qualification is based on international accounting standards making it globally relevant.

  • ACCA works through a network of 91 offices and centres and more than 7,110 Approved Employers worldwide.


The top-notch among employers

  • Employers everywhere have a great admiration among ACCAs. ACCA membership is a key to wealth of opportunities around the globe. Y sought
  • ACCA membership stands for recognizable symbol that places you apart when employers are selecting for interviews.
  • ACCA’s global presence means that whichever country you’re considering you’ll find local members just a few clicks away giving you access to inside information on the job market, salaries, and living costs, and which best recruiters to approach.

Membership Agreements

ACCA has formed mutual recognition agreements and arrangements for recognition with several key prestigious global accountancy bodies:

  • The Certified General Accountants Association of Canada
  • The Hong Kong Institute of Certified Public Accountants
  • The Malaysian Institute of Certified Public Accountants
  • The Institute of Certified Public Accountants of Singapore

These agreements provide uncomplicated and inexpensive routes for ACCA members to become members of other bodies and to enjoy the benefits that local organizations offer

Why Chartered Wealth Manager ?


CISI is the leading professional body for securities, investment, wealth and financial planning professionals.

Formed in 1992 by London Stock Exchange practitioners

Global community of around 45,000 members in 104 countries

More than 40,000 CISI exams were sat in 80 countries


The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.

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

Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial sector professional. You will become part of an elite group of CISI Chartered Wealth Managers. 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.

After achieving the qualification, you may be eligible to apply for Chartered Wealth Manager title.

Key Characteristics

  • Highly regarded qualification developed in consultation with leading stockbrokers, investment banks and industry trade bodies
  • Specialist qualification offering candidates in-depth knowledge of investment issues.
  • Equips advisers with a qualification which will help build client confidence and trust.
  • RDR compliant for advising on and dealing in securities and derivatives; advising on packages products and managing investments.
  • MCSI designatory letters.
  • Route to Chartered Wealth Manager Title.

Curriculum overview