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 |
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.
The Certificate in Investment Operations is a global practitioner-led programme for administration and operations staff working in both wholesale and retail firms.
The Certificate in International Advanced Wealth Management is a higher-level qualification for experienced wealth managers and investment advisers.
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.
The CEFA is a benchmarked qualification with decentralised-centralised exams, ensuring the major professional skills that candidates need.
Sorry, there are no upcoming events at this moment - please check back soon!
As the EU-funded MiCreS (Micro-Credentials for Employability and Skills) Erasmus+ project enters its final phase, ifs Malta continues to play an active role in contributing to shaping the future of professional education in banking and financial services across Europe
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.
