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.
This short course is accredited by the MFHEA, rated at MQF/EQF Level 6 (Ofqual No: 500/6187/2) 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.
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 [email protected]
Step 3: Effect payment
Step 4: Upon receipt of payment registration is processed
| Title: CISI Private Client Investment Advice and Management | Fee |
| CISI Membership Fee | €85 |
| Certification | €730 |
| Resit Fee | €460 |
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.
203 hours
The award is achieved by passing one three-hour written exam
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.
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.
This Diploma has been developed to provide employees advising and/or dealing in Securities or Derivatives, advising on packaged products and/or Managing Investments with the knowledge and skills required for their job roles.
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