Cisi Wealth Management Level 3 May 2026

You cannot manage money without knowing the rules. This section covers FCA Conduct of Business rules (COBS), the client money rules (CASS), and the critical distinction between independent and restricted advice.

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Passing this exam grants a significant exemption from the CII R06 (Financial Planning Practice) and can reduce the time required to achieve Certified Financial Planner (CFP) status, depending on your route. cisi wealth management level 3