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CISI Private Client Investment Advice & Management (PCIAM)

CISI Private Client Investment Advice & Management (PCIAM)

CISI Private Client Investment Advice & Management (PCIAM) PCIAM is a standalone level six qualification offered by the Chartered Institute for Securities & Investment (CISI) – that is to say it is not a paper that makes up part of a wider CISI qualification....
R02 Revision Workshop

R02 Revision Workshop

Fully booked R02 Revision Workshop R02 Investment Principles and Risk forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of investment products and the application of the investment...
R04 Revision Workshop

R04 Revision Workshop

Fully booked R04 Revision Workshop R04 Pensions and Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning...
CISI Investment Risk and Taxation Workshop

CISI Investment Risk and Taxation Workshop

CISI Investment Risk and Taxation Workshop Investment, Risk and Taxation is the second paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, along with two further exam passes. Back to...
CISI Regulation and Professional Integrity Workshop

CISI Regulation and Professional Integrity Workshop

CISI Regulation and Professional Integrity Workshop Regulation and Professional Integrity is the first paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, along with two further exam...