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.
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, 1 other unit – two hour exam each
Financial planning & Advice two and half hour exam
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.
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.
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