SIIM Wealth Management

SIIM Wealth Management

The new SIIM Wealth Management is the first career pathway to be launched as part of the SII Masters Programme (SIIM). Developed in conjunction with leading industry practitioners,  it's a flagship professional level qualification and lies at the very heart of the SII ’s activities – Private Client Wealth Management.

The SIIM (Wealth Management) represents the natural evolution of the existing SII Diploma for Wealth Managers, Private Client Managers and IFAs.  It links aspects from existing Diploma modules into a package that offers Wealth Management firms and practitioners a dedicated professional qualification. Different scenarios and exemptions for existing SII Diploma delegates wanting to move onto the SII Masters in Wealth Management are available from our website.

The new programme comprises three sequential modules:

1. Financial Markets - the environment in which wealth management operates
2. Portfolio Construction Theory - the theory of portfolio construction and behaviour
3. Applied Wealth Management - practical portfolio construction and management

The main change between the current SII Diploma ‘any three from nine” model and the SIIM Wealth Management, is that candidates can now follow a structured and progressive programme which culminates in a final module focusing on the construction of portfolios to meet a range of clients’ aims and needs (Applied Wealth Management).

BPP are sole supplier of training and study materials towards the SIIM Wealth Management.

Nick Bartlett - SIIM (Wealth Management) Programme training tutor

"The SIIM (Wealth Management) Programme is structured to give a thorough grounding of the fundamentals before entering into the theory and finishing of with the practicalities of portfolio construction and management. This qualification allows those working directly with clients in an advisory capacity to understand the true underlying nature of the products being sold and how they can be best integrated together, therefore benefiting both the delegate and the organisation."

In a nutshell …

"If I was a delegate, I would sit the SIIM (Wealth Management) Programme because it provides a comprehensive understanding of wealth management and it is becoming increasingly recognised within the industry."