Ben Manser (above, right) of Coutts Crown Dependencies, Jersey, has been awarded the Hoare Nairne Scholarship 2017.
Awarded by the Chartered Institute for Securities & Investment (CISI) Education Trust, the scholarship provides £2,500 towards study costs. It’s supported by a donation from Charles Hoare Nairne to cover the costs for the foreseeable future.
The scholarship’s aim is to help the successful candidate study towards CISI’s main qualification, the Chartered Wealth Manager Qualification. This comprises three units: Financial Markets, Portfolio Construction Theory, and Applied Wealth Management, taken over 18 months, with sittings in June and December.
Those applying for the scholarship were asked to submit an essay analysing the advantages and disadvantages between using a robo-advisor and a human-advisor, from the customers perspective.
Manser said: “I am thrilled and honoured to receive the Hoare Nairne Scholarship 2017. 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.”
Chartered FCSI and CISI CEO Simon Culhane (above, left) added: “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 firstname.lastname@example.org.