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CISI – Wealth & Investment Management

CISI – Wealth & Investment Management vs 3 alternatives compared

Exam fee, level, duration, validity and salary side by side. Blank cells mean we do not have verified data yet.

CISI – Wealth & Investment ManagementCFP – Certified Financial PlannerCFA Level I – Investment AnalysisACIB – Associate of the Chartered Institute of Bankers
VendorCISICFP BoardCFA InstituteLIBF
LevelIntermediateAdvancedBeginnerIntermediate
Exam fee£190–£350$825–$925$940–$1,250£400–£900
Duration——Two 135‑minute sessions—
Passing score————
Valid for————
Typical salary£45K–£80K$75K–$130K$80K–$120K£35K–£60K
Prerequisites————

Which should you choose?

Should I take CISI – Wealth & Investment Management or CFP – Certified Financial Planner first?

CISI – Wealth & Investment Management is the lower-level certification (Intermediate vs Advanced), so it is usually the better first step.

Should I take CISI – Wealth & Investment Management or CFA Level I – Investment Analysis first?

CFA Level I – Investment Analysis is the lower-level certification (Beginner vs Intermediate), so it is usually the better first step.

Should I take CISI – Wealth & Investment Management or ACIB – Associate of the Chartered Institute of Bankers first?

Both are rated Intermediate. Pick the one whose exam domains match the job you want, and check which one employers in your area ask for.