Quintin has authored both the 2017 and 2018 editions of the Chartered Institute for Securities & Investment (CISI) workbook for the Portfolio Construction Theory examination of the CISI’s Chartered Wealth Manager Qualification (level 7 on the UK’s Qualification and Credit Framework, QCF).
The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide the highest quality service to clients. It is a progressive qualification comprised of three units, Financial Markets, Portfolio Construction Theory and Applied Wealth Management. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
The Portfolio Construction Theory unit is a postgraduate level professional exam that requires candidates to think critically in the context of the theory of investment as applied to the management of private client funds, the tailoring of a portfolio to clients’ needs and much more. It covers topics, including
- Fundamentals of Investment Theory
- Principal Asset Classes
- Collective Investments
- Asset Allocation Strategies
- Modern Portfolio Theory and the Capital Asset Pricing Model
- Behavioural Finance
- The Efficient Market Hypothesis
- Fund Management
- Ethically and Socially Responsible Investment
- Portfolio Performance
- Sales Taxes
- Tax Treatment of Onshore and Offshore Funds
- International Taxation and Tax Planning
For further details on the CISI’s Chartered Wealth Manager Qualification see: Chartered Wealth Manager Qualification
The download includes 5 pages extracted from the Portfolio Construction Theory workbook.
Q G Rayer (2018), Portfolio Construction Theory, published by Chartered Institute for Securities & Investment (CISI), London, edition 5, version 5.1, 618 pages, 7 February 2018, copyright CISI 2018 (5 pages reproduced with permission).