This is a single three-hour narrative exam that forms a stand-alone qualification known as the Certificate in Private Client Investment Advice and Management. This is a graduate level (Level 6) qualification which covers all of the knowledge required to provide private clients with the highest level of service. The CISI recommends 200 hours of study for this unit to prepare appropriately.
Why choose to study with us?
Choosing the right training provider is vital for study at this level. We have developed courses to provide you with the best chances for success. Expert tuition in small groups, 24/7 email access to your tutor, interesting online materials and mock exams pitched at the right level offer unrivalled support for this qualification.
Course and Module |
Date |
Time |
Type |
Days |
Venue |
|---|---|---|---|---|---|
23/04/2026-24/04/2026 |
9:30am-4:30pm |
Revision |
2 |
Online |






