We are delighted to announce that Ben Manser, Chartered MCSI of Coutts Crown Dependencies, Jersey has been awarded the scholarship of £2,500 towards study costs
The Hoarne Nairne Scholarship is awarded by the CISI Educational Trust and supported by a donation from Charles Hoare Nairne to cover the costs of the scholarship for the foreseeable future.
The aim of the scholarship is to help the successful candidate study towards CISI’s premier qualification, the Chartered Wealth Manager qualification.
The Chartered Wealth Manager qualification comprises three units: Financial Markets, Portfolio Construction Theory, and Applied Wealth Management, normally taken over 18 months, with sittings in June and December.
Scholarship candidates were asked to submit an essay analysing the advantages and disadvantages between using a robo-adviser and a human advisor, from the customer’s perspective.
Read Ben's winning essay
On receiving the scholarship, Ben said: “I am thrilled and honoured. The Chartered Wealth Manager qualification is the pinnacle of excellence within our profession and I am extremely grateful for the opportunity to be able to take on the challenge. I hope that I can use it to develop my technical understanding of both individual products and services as well as markets as whole, allowing me to serve my clients better every day.”
CISI CEO Simon Culhane, Chartered FCSI, said: “Congratulations to Ben Manser on achieving the Hoare Nairne Scholarship 2017. Ben submitted an excellent essay comparing robo-advice to human advice. We wish Ben every success in completing the Chartered Wealth Manager qualification and in his future career within financial services.“
Further information on the Hoare Nairne Scholarship can be obtained from masterscholarship@cisi.org.