Investment Advisor Certification (IAC)
Level 4 - Online course Including Units 1, 2 and 3 with lifetime access
CIFA Education Management Ltd
Summary
- Certificate of Achievement - Free
- Exam(s) / assessment(s) not included in price, and must be purchased separately
- Tutor is available to students
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Overview
The CIFA Investment Advisor Certificate (IAC) programme is an in-depth, graduate entry-level certification designed to give our financial students a structured e-learning programme that introduces them to the UK regulations and professional ethics; investment risk and taxation; and derivatives - all of which are critical elements of continuing professional development within the investment profession.
Consisting of three units, "Introduction to UK Regulations and Professional Integrity", "Introduction to Investment Risk and Taxation" and "Introduction to Derivatives", the Investment Advisor Certification (IAC), provides students with comprehensive knowledge and a good understanding.
Approximate total study time is 140 hours per unit.
Certificates
Certificate of Achievement
Digital certificate - Included
Students will only be issued a Certificate of Achievement after sitting and passing the exam successfully.
*Exam fees are not included in the course fees.
Students will not be charged any additional fees to receive their Certificate upon completing and passing the exam successfully.
CPD
Course media
Description
The CIFA Investment Advisor Certificate (IAC) is suitable for graduates, beginning their career, who need to enhance their knowledge and showcase their commitment to further development in the financial industry, prior to undertaking FCA regulated qualifications.
Unit 1 "Introduction to UK Financial Regulation & Professional Integrity" consists of 10 chapters covering:
UK Financial Markets
UK Financial Services & Risk
Contract & Trust: Legal Framework
Professionalism and Ethics
Regulators of the K Financial Services
Governance, Principles & Regulations (FCA & PRA)
Competence of Companies & Individuals (FCA & PRA)
Regulations Relating to Financial Crime
Complaints & Redress
COBS: Conduct of Business Sourcebook of the FCA
Unit 2 "Introduction to Investment Risk & Taxation" consists of 8 chapters covering:
Various Types of Asset Classes
The Macroeconomic Environment
Investment Risk & Return: The Basic Principles
Investor & Investment Taxation
Types of Investment Products
Planning and Constructing Portfolios
Providing Investment Advice
Performance & Reviewing of Portfolios
Unit 3 "Derivatives" consists of 10 chapters covering:
Derivatives – An Overview
Underlying Assets
Exchange-Traded Futures and Options
Over-the-Counter (OTC) Derivatives
Clearing
Delivery and Settlement
Researching and Constructing Portfolios
Trading, Hedging and Investment Strategies
Selection and Administration of Investments
Regulatory Requirements
Additional Study Support materials such as Webinars and PowerPoint presentations are available for each chapter of the unit at an additional fee.
Who is this course for?
The CIFA Investment Advisor Certificate (IAC) is suitable for graduates, beginning their career, who need to enhance their knowledge and showcase their commitment to further development in the financial industry, prior to undertaking FCA regulated qualifications.
Requirements
Level 3 qualification or equivalent e.g. A levels
Questions and answers
Can my husband assess the credit by DivideBuy for the payment plan on my behalf, while keeping my name as the course trainee?
Answer:Dear Maria, thank you for your interest in our Investment Advisor Certification. To avoid confusion, you may enrol into the course bundle using your husbands details, you will then be requested to sign up to the CIFA website which I advise you do again using your husbands information. Once the courses are added to your profile you can simply change the student name from the profile settings page you will have access to.
This was helpful.If examination is not included in £1,119, it means, the amount is only for the purchase of the book.
Answer:Dear Olusegun, thank you for your enquiry. The exams fees are separate from the course materials. However, we have a special offer for the exams. Kindly send us an email at info@cifa.ac and you will receive more information with regard to that.
This was helpful.Are the exams sat online? Are there scheduled dates for the exams?
Answer:Dear Prospective Student, the examinations are indeed taken online, students are not required to visit a test centre and can take the examinations at any date, any anytime.
This was helpful.
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Legal information
This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.