The IAD was specifically developed to comply with the examination standards of the RDR and it appears on the FCA’s Appropriate Qualification tables. It provides a sound ground in UK financial services and consumer relationships, macro-economic environment, settlement, safe custody and prime brokerage, exchange traded futures and options and financial protection.
The IAD is suitable for practitioners advising and/or dealing in Securities or Derivatives, or advising on Retail Investment Products and Friendly Society Tax-Exempt Policies and/or Managing Investments.
There are no specific entry requirements
Step 1: Download registration form (intake currently closed)
Step 2: Fill in and send by email to [email protected]
Step 3: Effect payment
Step 4: Upon receipt of payment registration is processed
Title: CISI Investment Advice Diploma | Fee |
CISI one time Registration fee | €65 |
Regulatory Unit – UK Regulation & Professional Integrity | €510 |
Core Unit – Investment, Risk & Taxation | €510 |
Technical Unit – Securities or Derivatives | €510 |
Technical Unit- Private Client Advice | €510 |
Technical Unit – Financial Planning & Advice | €510 |
Resit Fees | |
Exam re-sit (Regulatory, core, technical) | €365 |
Exam re-sit (Private Client Advice) | €365 |
Exam re-sit (Financial Planning & Advice) | €365 |
Get Qualified is an initiative that supports the personal development of individuals for the achievement of qualifications and certifications required by industry. The incentive is applicable to individuals following a course of studies leading to a certification, diploma, degree or post-graduate degree courses. Upon successful completion the student will benefit from a 70% tax credit enabling them to recover part of the costs incurred.
The Diploma for Financial Advisers (DipFA) is a highly relevant programme of study that develops the knowledge required and enhances skills and practical understanding needed to operate in the field of financial advice.
The Advanced Certificate in Global Securities Operations explores the challenges of securities operations and covers best practice techniques used in the profession.
This certificate has been specifically designed to provide students with a direct-entry route into the financial services industry. This programme is ideal for juniors starting their career within the financial services sector.
Global Securities Operations offers an introduction to global securities, focusing n the main industry participants, settlement characteristics, other investor services and aspects of taxation and risk.
Ifs Malta will be holding its Graduation Ceremony in May 2024. Students who completed their courses successfully will receive a formal electronic invitation closer to the date.
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