SIIM Wealth Management

SIIM (Wealth Management) Programme FAQs

Exam specific

• Which exam board administers the Securities & Investment Institute Masters in Wealth Management examinations and can you book me on my exam?
  The Securities & Investment Institute administers the examinations. Enrolling on one of our SIIM (Wealth Management) courses does not mean you are registered for your exam. To register for your exam, you need to contact the Securities & Investment Institute directly on +44 (0)20 7645 0680 or email clientservices@sii.org.uk

• Is the exam cost included in your course prices?
  No. The exams are an additional cost. For details of the latest costs for each diploma examination, contact the Securities & Investment Institute direct on telephone +44 (0)20 7645 0680 or email clientservices@sii.org.uk

• What is the deadline for booking on the exams?
  Deadlines for booking exams are available from the SII Website

• How often do the exams take place and how long is each exam?
  You can view information on when the exams take place and how long each exam is from the bottom of the dates and prices pages of our website.

• When and how do I get my exam results?
  Exam results are published in the Financial Times approximately two months after your exam.  For exact dates, please contact the SII directly on +44(0)20 7645 0680

• Where can I get a copy of the syllabus?
  The syllabli for the Securities & Investment Institute Masters in Wealth Management modules are available on the Securities & Investment Institute website

• Am I exempt from any part of the SIIM (Wealth Management) Programme exams?
  There are details on some exemptions available for the SIIM (Wealth Management) Programme on our module information pages.  You may need to check with the Securities & Investment Institute on +44 (0)20 7645 0680 or your Compliance Officer for details on exemptions you may be entitled to. 

• What prior qualifications do I need to have before taking these exams?
  No entry criteria have been set by the Securities & Investment Institute for the examinations. Although not essential, the SII Certificate in Investment Managament and the IMC (Investment Management Certificate), administered by the CFA Society of the UK, are ideal preparation for this qualification.

• What calculators can be used in the exam?
  You are allowed to take a scientific or normal calculator, but not a programmable one, into the exam room.

• Will this designation help my employment prospects?
  Although not an essential requirement, it may look favourable to prospective employers if you have gained the Securities & Investment Institute Masters in Wealth Management qualification. It demonstrates high standards of performance, considerable breadth of understanding and clear career commitment.

• How long will this program take to complete?
  You are advised to sit only one paper at each sitting, held every six months. With 3 papers to sit and pass to achieve the SIIM (Wealth Management), completion of the full qualification typically takes between 18 months and 2 years.

• How often can I take the exam?
  You can sit your exam as many times as you need to.