CISI Private Client Investment Advice and Management Prospectus 2015
The CISI certificate in Private Client Investment Advice and Management is a Level 6 qualification that meets the FCA step change requirements announced as part of the RDR review for advising and / or dealing in Securities or Derivatives, advising on Packaged Products and / or Managing Investments.
Many years of experience in financial services training, a track record of significantly higher that average success rates and experienced professionals committed to our clients makes us the training provider of choice for qualification support, CPD training and executive coaching.
By choosing us you will benefit from:
A variety of different cost effective solutions to fit in with your specific needs.
Expert trainers and support staff who are highly results driven.
Interactive, interesting materials, focused closely on examination success.
Answers to your technical questions and tips for exam technique.
Last minute queries answered by email up to the exam.
Our drive and desire to help you succeed.
A track record of significantly higher than average success rates.
Entry Requirements
Certain entry requirements must be met before the exam can be sat or used to meet the requirements of the FCA’s RDR review.
The stand alone Certificate in Private Client Investment Advice and Management is specifically aimed at advisers authorised prior to June 2009 or those who already hold a level 4 benchmark qualification such as the CiSI’s Investment Advice Diploma. For further details of the CISI’s entry requirements, visit here
The Certificate in Private Client Investment Advice and Management (PCIAM) qualification consists of one three hour written paper taken in June, and December only.
The paper has three sections:
Section A: 10 short questions each worth 4 marks (total 40 marks)
Section B: 1 essay questions (from a choice of three) worth total 20 marks
Section C: 1 case study with associated questions worth total 40 marks
For details about what the syllabus covers refer to the CISI’s website here.
Study Programmes
Our flexible approach allows you to decide upon one or a range of solutions. The main alternatives and costs are shown below but if you have any additional requirements, please contact us. In company courses can be arranged.
Learning solution 8 day Course 3 day Intensive Course 1 day Revision Course Revision Mock Exam One to one support 24/7 unlimited email support prior to exam
Price £1,500 £650 £225 £125 £90 per hour £50 per month
Important notes:
Prices are per person, exclude VAT and are correct as at 1 January 2015.
All standard one day, three day and eight day revision courses are subject to a minimum number of 5 candidates.
All standard one day, three day and eight day revision courses receive free unlimited follow up email support for up to two months.
All standard three day and eight day courses include a free revision mock exam with marks and analysis of answers, integral to the course.
Candidates are required to purchase their own CISI workbook and register with the CISI for each exam separately to the costs shown above.
Shard PCIAM
Open Course Dates (One Day Revision Courses)
Exam Sitting Course dates Venue
June 2015 16 June London
December 2015 26 November 2015 London
What else should you know?
Booking and contact
To book a place on one of our open courses or to arrange a programme specific to your needs, please contact us on 0203 292 9229 or email: info@glascow.co.uk or visit our website www.glascow.co.uk