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 | €85 |
| Regulatory Unit – UK Regulation & Professional Integrity | €520 |
| Core Unit – Investment, Risk & Taxation | €520 |
| Technical Unit – Securities or Derivatives | €520 |
| Technical Unit- Private Client Advice | €520 |
| Technical Unit – Financial Planning & Advice | €520 |
| Resit Fees | |
| Exam re-sit (Regulatory, core, technical) | €385 |
| Exam re-sit (Private Client Advice) | €385 |
| Exam re-sit (Financial Planning & Advice) | €385 |
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 up to 70% tax credit enabling them to recover part of the costs incurred.
Chartered Institute for Securities & Investment (CISI)
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals.
140 hours per unit
180 hours for Financial Planning and Advice
2 core units, Choose 1 technical unit – two hour exam each
Financial planning & Advice two and half hour exam
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.
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.
The CEFA is a benchmarked qualification with decentralised-centralised exams, ensuring the major professional skills that candidates need.
The ifs Malta offers a first ever qualification at Postgraduate level in Wealth Management, awarded by the CISI (Chartered Institute for Securities & Investments).
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