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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.
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.
Price depends on whether your study online or classroom based.
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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