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CISI Private Client Investment Advice and Management

Fitch Learning
Course summary
11 days
Distance
Next available date: Request information - Distance
e-learning / Online / Distance

Course description

CISI Private Client Investment Advice and Management

The CISI PCIAM is the preferred route to RDR compliance for those existing advisers authorised prior to 2009, although it requires some gapfill to meet the RDR requirements fully. It is also being used by those who have gained RDR compliance through the Investment Advice Diploma, but are looking to demonstrate a higher level of professional competence.

If you want to find out more about CISI Private Client Investment Advice and Management, you can make an information request below and the school will contact you with further information.

Suitability - Who should attend?

Passing the CISI PCIAM demonstrates the ability to identify clients' needs and provide solutions to those needs. If you're considering taking this qualification you're advised to have significant practical experience before attempting it. It is designed to enable existing FSA-authorised practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

Expenses

Price depends on whether your study online or classroom based.

About provider

Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...


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Contact info

Fitch Learning

17th Floor, 25 Canada Square
E14 5LQ Canary Wharf London

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