CISI commissions Cris Glascow to produce updated course materials for Financial Markets exam

We are delighted to announce that the Chartered Institute for Securities and Investment (CISI) has commissioned Cris Glascow to comprehensively update their course workbook for theRead more

What to look for the next time you commission qualification training support services

Having recently completed another round of financial services exams, many of you will have only just had a chance to reflect on how well youRead more

The CISI’s Chartered Wealth Manager qualification – Routes to achieving success

Introduction to the Chartered Wealth Manager Qualification There are many financial services qualifications available these days some specialized and some more holistic in the areasRead more

How much are QCF Level 4 investment exams really costing firms to support?

  Many new entrants to investment management and advisory firms are expected to complete their baseline regulatory QCF Level 4 qualifications with only modest supportRead more

Tips on how to pass the CISI’s Portfolio Construction Theory exam

Tips on how To Pass the CISI’s Portfolio Construction Theory Exam   Here are some tips on how to deal with the three different sectionsRead more

Enterprise Investment Schemes – Walking an investment tightrope

Introduction In this article, we discuss the merits and pitfalls of the Enterprise Investment Scheme (or EIS for short).   As a private investor, youRead more

50 years on, should we still be studying CAPM?

A company’s share price could reasonably be summarised as the discounted value of its future cash flows in the form of earnings. If an analystRead more

Business protection case study, questions and answers

Clive, Jake and Derek Cooper are triplets aged 42 and all in good health. They jointly own and work in a limited company called CooperRead more

Efficient Market Hypothesis – Overview

EMH Overview Today we briefly visit and discuss a favourite topic of investment exams – the efficient market hypothesis. We relate it to the mainRead more

Funds v Direct Equities

Here we ask some key questions that need considering before an investment manager makes the decision to build a portfolio exclusively with funds or direct securitiesRead more