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.
This short course is accredited by the MFHEA, rated at MQF/EQF Level 5 (Ofqual No: 501/0746/X) IFS Malta is licensed as a Further and Higher Education Institution to deliver and award further and higher education programmes by the MFHEA bearing license number 2013-FHI-017.
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 |
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.
Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
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.
The Certificate in International Advanced Wealth Management is a higher-level qualification for experienced wealth managers and investment advisers.
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.
Sorry, there are no upcoming events at this moment - please check back soon!
Stay updated with our latest news, course announcements and events. We take your privacy seriously and promise not to share your email with any third parties.
