CISI Book: Applied Wealth Management

Mauro Tortone, a director at P27, updated the Applied Wealth Management book

Our director and advisor, Mauro Tortone, has taken over the authorship of the Applied Wealth Management workbook. He has updated the book, adding FinTech (WealthTech, Crypto and RegTech), Family Offices and other sections, and expanding the ESG content. The book is published by the Chartered Institute for Securities & Investment (CISI), the London-based leading professional body for financial services professionals with 45,000 members in over 100 countries.

Applied Wealth Management is the third and final unit of the CISI Chartered Wealth Manager Qualification. It is a postgraduate-level professional exam requiring candidates to identify the requirements of a client from the relevant information available, structure and manage a suitable portfolio of financial assets and communicate their recommendations to the client.

Mauro is also a CISI external specialist and mentor and sat on the CISI Corporate Finance Forum committee for over ten years. His previous work for the CISI includes writing the original Fintech Professional Refresher (PR) module and reviewing the Financial Markets workbook (FinTech Review) and PR modules such as Hedge Funds, Venture Capital Trusts and Forex.

The P27 Team


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