CISI
Level 6
QN: 500/6187/2
Curriculum Active
CISI Level 6 Certificate in Private Client Investment Advice & Management
Official qualification regulated by Ofqual, awarded by CISI. Classified as a Vocationally-Related Qualification. Total guided learning hours: 63 hours.
Qualification Level
Level 6
Awarding Body
CISI
Syllabus Units
1 Units
Guided Hours
63 hrs
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Private Client Investment Advice & Management
Verified
Key Learning Objectives:
- Be able to assess the implications of the UK legal and regulatory frame
- work as they apply to the provision of private client investment advice
- Be able to assess the impact of taxation on the evaluation of investments and the provision of investment advice
- Be able to evaluate the relevance of market-related factors that can influence investment decisions, processes and advice
- Understand the principles and key features of Trusts and the law governing their creation and management
- Understand the different types of investment asset classes, financial instruments, products and schemes available in the UK
- Be able to recommend suitable investment products for individual customers
- Be able to evaluate investment performance and review portfolio requirements in response to market movements and customer requirements
Regulatory & Verification Details
- Qualification Number (QN)
- 500/6187/2
- Regulated Status
- Available to learners
- Awarding Body
- CISI
- Qualification Type
- Vocationally-Related Qualification
- Operational Start
- Jun 2009