The Hoare Nairne Scholarship of £2,500 is used to defray study costs towards the Chartered Institute for Securities & Investment’s (CISI’s) premier qualification, the Chartered Wealth Manager Qualification (formerly the CISI Masters in Wealth Management), and is awarded by the CISI Educational Trust, from an original donation by the Golden Bottle Trust.
The 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 on “What is the difference, if it exists, between investing and gambling? Which category does derivative trading and spread betting fall into?"
On receiving the Scholarship, Ross, who has completed the Financial Markets paper and is sitting Portfolio Construction Theory this month, said: “I am delighted to be awarded the Hoare Nairne scholarship, which is of significant financial help. I look forward to continuing my study towards this important qualification.”
Simon Culhane, Chartered FCSI and CISI CEO said: “Many congratulations to Ross Crake on receiving this year’s Scholarship. We wish him every success in his studies.”