CISI Private Client Investment Advice and Management

MQF Level 6

Investment/Wealth Management

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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.

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.


Existing qualified authorised advisors

This qualification is suitable for existing authorised advisers qualified at Level 5.

Step 1: Download registration form (intake currently closed)

Step 2:  Fill in and send by email to info@ifsmalta.org

Step 3:  Effect payment

Step 4:  Upon receipt of payment registration is processed

  • Financial Advice within a Regulated Environment
  • Investment Taxation
  • Trust and Trustees
  • Principles of Finance Advice
  • Financial instruments and Products

Title: CISI Private Client Investment Advice and Management Fee
CISI Membership Fee €65
Certification €692
Resit Fee €438

This course is eligible for the following funding schemes

Get Qualified Scheme

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.

More Information

Course Interest/Query Form

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For further clarifications, or if you are interested to join this course, please fill in the form and submit. We will get in touch with you at the soonest opportunity.


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