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Robo advice essay wins top scholarship award




By Daniel Lanyon on 2nd August 2017

https://goo.gl/MjVkx1

The CISI Educational Trust has awarded its annual prize to an essay comparing and contrasting automated and human financial advice. 

 

 

Ben Manser of Coutts Crown Dependencies, Jersey has been awarded the Hoare Nairne Scholarship 2017 for a treatise on robo advice.

 

The Scholarship, worth £2,500 towards study costs, is awarded by the CISI Educational Trust, 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 qua Chartered Wealth Manager Qualification.

 

On receiving the Scholarship, Ben 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.”

 

Simon Culhane, Chartered FCSI and CISI CEO 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“.

 

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.

 

Further information on the Hoare Nairne Scholarship can be obtained from masterscholarship@cisi.org.

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