Private Client Investment Advice and Management


EQF Level 6

Private Client Investment Advice & Management (PCIAM) enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

PCIAM is suitable for existing authorised advisers qualified at EQF Level 5.

 

You will be able to structure a suitable portfolio, selecting from a range of financial products, which meets client objectives and is based on the key principles of know your customer. You will also be able to undertake regular portfolio reviews and evaluations to ensure continued adherence to client objectives.

 

Key features:

  • Provides a sound grounding of investment principles, risk, taxation and planning.
     
  • Access to higher level qualifications - successful completion can be used as entry to the highly regarded Chartered Wealth Manager Qualificaion.
     

Syllabus

1. Financial Advice within a Regulated Environment

2. Investment Taxation

3. Trust and Trustees

4. Principles of Finance Advice

5. Financial Instruments and Products

Awarding Body:

Chartered Institute for Securities & Investments


Study Hours:

200 hours


Assessment:

A three hour written exam


Additional Info:


Brochure:



Registration:





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