This is an optional unit of the CISI’s Level 4 Investment Advice Diploma. This is a first-year graduate level qualification which is suitable for practitioners advising and / or dealing in Securities or Derivatives, or advising on Retail Investment Products and Friendly Society Tax-Exempt Policies and/or Managing Investments.
The CISI recommends 180 hours of study to prepare for this two and a half hour multiple-choice exam. On successful completion of the optional Financial Planning & Advice unit, the 2 core units UK Regulation & Professional Integrity and Investment Risk & Taxation, you will be awarded with the Investment Advice Diploma.
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.
Who will my tutor be?
Cris Glascow Chartered FCSI, FPFS, Chartered Financial Planner is the course manager. Cris has been teaching CII exams for 19 years and seen many of his students achieve prestigious awards and go on to build very successful careers. Cris has been an examiner, question writer, tutor and author with the CISI and the CII and has the knowledge and skills to effectively coach people to achieve success. Take a look at our testimonials to see what people say about their learning experience.
Study options:
Revision course
This is a two day course which focuses on revision of the main syllabus areas and provides lots of practise working on exam style questions. There is an emphasis on understanding what the examiner is looking for and using the correct exam technique to maximise marks. Email tutor access here for the full course brochure. See course dates below.
We currently offer this on an in-company basis. Please contact us for more information.
For people who are not looking for taught courses, we offer services separately to support them in their study.
Mock exams, £50 plus VAT
1:1 tutoring either face to face or by Skype £110 per hour plus VAT.