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. On successful completion of this qualification delegates that choose to join the CISI as members are able to use the designation MCSI.
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.
Please note that whilst we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.
Learning Outcome 1
Candidates will be able to assess the implications of the UK legal and regulatory framework as they apply to the provision of private client investment advice and management and how these provisions apply their knowledge to real working examples.
Candidates will be able to assess the impact of taxation on the evaluation of investments and the provision of investment advice as well as applying the rules to working examples.
Candidates will be able to evaluate the relevance of market-related factors that can influence investment decisions, processes and advice and how they apply to private client portfolios.
Candidates will be able to understand the principles and key features of UK trusts and the UK law governing their creation and management.
Candidates will understand the different types of investment asset classes, financial instruments, retail investment products and schemes available in the UK and how they apply to private client circumstances and their portfolios.
Candidates will be able to recommend suitable investment products for private clients. Candidates will be able to evaluate investment performance and review portfolio requirements in response to market movements and customer requirements.
Learning Outcome 1
Candidates will be able to assess the implications of the UK legal and regulatory framework as they apply to the provision of private client investment advice and management and how these provisions apply their knowledge to real working examples.
Candidates will be able to assess the impact of taxation on the evaluation of investments and the provision of investment advice as well as applying the rules to working examples.
Candidates will be able to evaluate the relevance of market-related factors that can influence investment decisions, processes and advice and how they apply to private client portfolios.
Candidates will be able to understand the principles and key features of UK trusts and the UK law governing their creation and management.
Candidates will understand the different types of investment asset classes, financial instruments, retail investment products and schemes available in the UK and how they apply to private client circumstances and their portfolios.
Candidates will be able to recommend suitable investment products for private clients. Candidates will be able to evaluate investment performance and review portfolio requirements in response to market movements and customer requirements.
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Redmill Advance is a leader in helping UK financial advice firms get their people qualified or chartered.
Redmill Advance has been a leading provider of training & development services to the UK financial advice market since 2018 and is based in Linlithgow, Scotland.
