التحضير لاختبار CISI في إدارة الثروات التطبيقية - المستوى السابع
تحضير منظم لوحدة إدارة الثروات التطبيقية النهائية ضمن مؤهل مدير الثروات المعتمد من CISI، وفق أحدث منهج تمت مراجعته لعام 2026.
تمت مراجعة معلومات منهج الدورة لعام 2026. يُرجى دائماً التحقق من أحدث منهج رسمي وتحديثات المرشحين لدى الجهة المانحة قبل حجز الامتحان أو التقدم له.
المنهج الدراسي
الوحدة 1: UK Financial Services Regulation
Explain the UK regulatory system and its implications for firms, advisers and wealth-management clients.
- • Regulators and authorisation
- • Conduct, Consumer Duty and ethics
- • Financial crime, data and RegTech
الوحدة 2: Client Investment Planning
Develop, construct, implement and communicate a suitable financial and investment plan for a client.
- • Client circumstances and objectives
- • Risk, time horizons and priorities
- • Recommendations and intergenerational planning
الوحدة 3: Ongoing Portfolio and Client Review
Revisit the financial plan and manage the ongoing client relationship and private-client portfolio.
- • Portfolio monitoring and review
- • Suitability and changing needs
- • WealthTech, cryptoassets and crowdfunding
الوحدة 4: Liquidity and Funding
Apply and evaluate liquidity management for short- and long-term client funding requirements.
- • Cash-flow planning
- • Emergency and special-use liquidity
- • Portfolio liabilities and cash movement
الوحدة 5: Financial Protection
Evaluate protection needs and apply suitable personal, family, trust, charity and business protection solutions.
- • Protection-needs analysis
- • Insurance products and taxation
- • State provision and under-protection
الوحدة 6: Retirement-Planning Context
Evaluate the political, economic, legal, social, tax and regulatory factors affecting retirement planning.
- • Auto-enrolment and pensions regulation
- • Tax treatment and state provision
- • Defined-benefit and defined-contribution schemes
الوحدة 7: Retirement Strategies
Evaluate accumulation, de-risking, decumulation and retirement-income strategies for client needs.
- • Accumulation and default funds
- • Income and lump-sum options
- • Longevity, sequencing and later-life risk
الوحدة 8: Social Investment and Philanthropy
Explain and evaluate social-investment and philanthropic objectives within wealth management.
- • Social-investment risk and return
- • Sustainability disclosures
- • Philanthropic structures and measurement
الوحدة 9: Personal Taxation and Investment Planning
Assess how UK and international personal taxation affects investment planning and decision-making.
- • Income tax, National Insurance and CGT
- • Inheritance and family tax planning
- • International taxation and reliefs
الوحدة 10: Trusts, Beneficiaries and Family Offices
Identify and examine trust structures, beneficiary rights, trust taxation and family-office considerations.
- • Trust concepts and legal capacity
- • Income tax, CGT and IHT for trusts
- • Family-office benefits and limitations
تقييمات الطلاب
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الأسئلة الشائعة
AWM is a three-hour, 100-mark narrative examination. Section A requires four five-mark answers selected from six, Section B contains two compulsory 20-mark questions, and Section C is a compulsory 40-mark case-study section.
No. Applied Wealth Management is the final of three units. The qualification also includes Financial Markets and Portfolio Construction Theory, subject to the current CISI entry and completion rules.
Yes. The official syllabus states that candidates can be assessed on aspects of Financial Markets, Portfolio Construction Theory and Applied Wealth Management in the AWM examination.
The official workbook estimates approximately 200 hours, including workbook study, formal tuition where used and wider reading. It also stresses practical application and current awareness.
No. AWM is the Level 7 final unit in the Chartered Wealth Manager Qualification. Wealth Management Practice is a separate Level 4 paper in the Certificate in International Advanced Wealth Management.
Checkout is open while the latest learning content and written-answer practice bank are being completed. Purchasers see the current two-hour completion notice on their dashboard.
المزايا الرئيسية
Three-section written-exam method
Prepare the different response skills required for concise short answers, compulsory applied questions and the 40-mark case study.
- ✓ Four short answers from six
- ✓ Two compulsory 20-mark questions
- ✓ Compulsory 40-mark case study
Integrated wealth-planning scope
Connect regulation, financial planning, investment, retirement, protection, taxation and client-wealth management.
- ✓ Seven study chapters
- ✓ Ten official learning outcomes
- ✓ Private-client application
Qualification-route clarity
Study AWM as the final unit while keeping its relationship with Financial Markets and Portfolio Construction Theory explicit.
- ✓ Final Level 7 unit
- ✓ Three-unit qualification route
- ✓ Cross-unit assessment scope
تفاصيل الامتحان
| نوع التقييم | Three-hour narrative written paper: four short answers from six, two compulsory 20-mark questions and a compulsory 40-mark case-study section |
| المدة الزمنية | 180 دقيقة |
| المستوى | المستوى 7 |
| ساعات الدراسة الموصى بها | 200 ساعة |
هذه هي الوحدة النهائية من المستوى السابع وليست المؤهل كاملاً، وهي منفصلة عن ورقة ممارسة إدارة الثروات من المستوى الرابع. يغطي كتاب الدراسة سبعة فصول، بينما ينظم المنهج الرسمي النطاق في عشرة نواتج تعلم. ويتكون الاختبار الكتابي من 100 درجة خلال ثلاث ساعات: أربعة أجوبة قصيرة من ستة بنسبة 20%، وسؤالان إلزاميان بنسبة 40%، وقسم دراسة حالة إلزامي بنسبة 40%. ويجري حالياً استكمال المحتوى وبنك التدريب على الإجابات الكتابية، ويظهر للمشترين إشعار الإنجاز خلال ساعتين.
لمن هذه الدورة؟
التحضير لاختبار CISI في إدارة الثروات التطبيقية - المستوى السابع
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