Structured preparation for Financial Markets, the first Level 6 unit in the three-unit CISI Chartered Wealth Manager Qualification.
Course syllabus information reviewed for 2026. Always check the awarding body’s latest official syllabus and candidate updates before booking or sitting your exam.
Your exam preparation path
Preparation for the Financial Markets unit; completing the Chartered Wealth Manager Qualification requires all current CISI route requirements to be satisfied.
Financial Markets is the first unit in the CISI Chartered Wealth Manager Qualification. It is a Level 6 written examination, not the complete Level 7 Diploma. Candidates then progress through Portfolio Construction Theory and Applied Wealth Management, subject to the current CISI qualification requirements.
The supplied Edition 13 workbook contains eight study chapters. The official syllabus contains nine learning outcomes because Macroeconomics is delivered through a separate CISI online Professional Assessment rather than a workbook chapter. This storefront makes that distinction explicit and maps the remaining eight outcomes to financial-statement analysis, bond mathematics, liquidity and risk, bonds, equities, property and alternatives, derivatives, and securities-market structure.
The formal assessment is a three-hour, 100-mark narrative paper. Section A requires four short answers selected from six for 20 marks. Section B contains two compulsory 20-mark questions. Section C is a compulsory 40-mark case-study section. The learning and written-answer practice bank is currently being completed, and purchasers see the current two-hour update notice while that work finishes.
Edition 13 applies to the published 2026 examination window. The official addendum and the later CISI Candidate Update override any affected workbook wording or calculations. Always confirm the latest official CISI syllabus and Candidate Update for your sitting; this page records the year so the general guidance remains useful when individual amendments are issued.
| Assessment | Three-hour narrative written paper: four short answers from six, two compulsory 20-mark questions and a compulsory 40-mark case-study section |
| Duration | 180 Minutes |
| Level | CISI Level 6 |
| Total Qualification Time | 200 hours |
Prepare the different response skills required for concise short answers, compulsory applied questions and the 40-mark case study.
Connect accounting analysis and bond mathematics with asset classes, derivatives and securities-market structure.
Study Financial Markets as the first unit while keeping its place in the three-unit Chartered Wealth Manager pathway clear.
Apply macroeconomic concepts through the separate online Professional Assessment supplied by CISI; this outcome is not a chapter in the workbook.
Analyse company accounts, accounting policies, cash flow and ratios to evaluate financial position and performance.
Apply time-value-of-money methods, discounting, yields, duration and other calculations used in security analysis.
Evaluate liquidity, risk and return across investments and understand the factors that influence market behaviour.
Evaluate government and corporate debt, structures, credit, valuation, yield curves and bond-market risks.
Analyse equity markets, company performance, valuation approaches, corporate actions and shareholder returns.
Compare property, commodities, private markets, hedge funds and other alternatives in an investment context.
Evaluate forwards, futures, options and swaps, including their valuation, payoff structures and risk-management uses.
Understand issuance, trading, liquidity, market participants, clearing, settlement and the organisation of securities markets.
Preparation centre
Use these connected guides for the syllabus, exam format, booking and revision strategy.
Financial Markets 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. Financial Markets is the first unit. The qualification also includes Portfolio Construction Theory and Applied Wealth Management, subject to the current CISI entry and completion requirements.
Macroeconomics is the first official learning outcome but is delivered through a separate CISI online Professional Assessment. The supplied workbook covers the other eight outcomes in eight chapters.
The official workbook recommends approximately 200 hours across the workbook, the Professional Assessment, formal tuition where used and wider reading.
No. This course is the CISI Financial Markets unit within the Chartered Wealth Manager Qualification. GARP Financial Markets and Products is a different FRM curriculum book and examination route.
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.
No. For UK regulated activities, the firm must map the role to the FCA Training and Competence sourcebook and its appropriate-qualification tables. A CISI course title alone does not establish authorisation for every activity. Confirm the requirement with the employer and regulator before booking.
Use the official CISI booking flow to check remote-invigilation or test-centre availability for CISI Financial Markets. Confirm the current workbook edition and read Candidate Updates before booking.
Exams Academy checkout is displayed in US dollars and the card provider converts it to GBP. The official CISI exam and required workbook are booked and paid for separately at the current CISI price.
🇬🇧 Local market guide
Review how CISI Financial Markets connects to regulation, qualification pathways, booking, currency and careers in the United Kingdom before paying the official exam fee.
For UK regulated activities, the firm must map the role to the FCA Training and Competence sourcebook and its appropriate-qualification tables. A CISI course title alone does not establish authorisation for every activity.
Financial Conduct AuthorityUse the official CISI booking flow to check remote-invigilation or test-centre availability for CISI Financial Markets. Confirm the current workbook edition and read Candidate Updates before booking.
Find a CISI test centreICWIM knowledge is relevant to international private banking, client services, wealth operations and entry-level investment-support roles. Regulated UK advice roles may require a different or higher-level qualification.
Exams Academy checkout is displayed in US dollars and the card provider converts it to GBP. The official CISI exam and required workbook are booked and paid for separately at the current CISI price.
Market-specific reading
Review the official format, syllabus and study plan.
Compare ICWIM's international foundation with a UK role-focused progression route.
Explore UK-specific wealth-management context beyond the global ICWIM syllabus.
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