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Investment Advisor Certification (IAC)

Level 4 - Online course Including Units 1, 2 and 3 with lifetime access


CIFA Education Management Ltd

Summary

Price
£1,119 inc VAT
Or £93.25/mo. for 12 months...
Study method
Online
Course format What's this?
Reading material - PDF/e-book
Duration
440 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
440 CPD hours / points
Certificates
  • Certificate of Achievement - Free
Additional info
  • Exam(s) / assessment(s) not included in price, and must be purchased separately
  • Tutor is available to students

165 students purchased this course

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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

440 CPD hours / points
Accredited by The CPD Certification Service

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


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Maria asked:

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. Thank you for your feedback.
olusegun asked:

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. Thank you for your feedback.
asked:

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. Thank you for your feedback.
Omotola asked:

hi wouid i be able to access and begin the course after the first installmental payment

Answer:

Hello Omotola, Upon payment of the first instalment you will have full access to the course material and can start whenever you choose.

This was helpful. Thank you for your feedback.
Tara asked:

If I pay monthly is it possible to cancel and get the money back at any point, say only pay for the first month then no longer have to pay the rest?

Answer:

You will need to be within the provided refund and cancellation period that is stated within REED's Terms and Conditions. All individuals will need to read, understand and accept the Terms and Conditions published before making any payments and enrolling into any courses.

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Nguyen Duc Anh asked:

Do you provide the QR for the other to see my progress of learning?

Answer:

Dear Nguyen, thank you for your enquiry. The system automatically generates a QR code that links dirctly to your profile. Your profile shows your video resume, biography, your work experience, your educatin background, your certificates tab, and your learning progress. Should you require any further information, please feel free to send us an email or give us a call.

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asked:

Does this price include study support? When looking on the CIFA website I saw that study support had to be added on separately so wanted to confirm

Answer:

Dear Prospective Student, thank you for your enquiry. The study support package is separate. For any further enquiries, please feel free to get in touch with us by email or the telephone number on ou website. You will also be able to take advantage of student deals and discounts available for study support by contacting us through our website directly.

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Mark asked:

How do I get in contact with you directly?

Answer:

Dear Mark, you can contact us directly using the contact details on our webpage. You can use your preferred search engine to find us.

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Mark asked:

Is there a returns policy for if I look at the resources and decide that it’s not for me?

Answer:

Yes. Please read the terms and conditions for more details. For further information on the course, please feel free to get in touch with us directly.

This was helpful. Thank you for your feedback.
Mark asked:

I plan to do this but am curious about what the extra £223 compared to the course on the official site would actually give me.

Answer:

Dear Mark, When enrolling into our courses via reed, you are also benefitting from the additional services and extended payment plans reed have to offer. A service charge (and any interest for payment plans where applicable) is included in the enrolment fee for all courses.

This was helpful. Thank you for your feedback.
Blessing asked:

Good morning and hope you are okay, i want to enrol for the Investment Advisor Certification (IAC) online paying monthly for 12 months on debit order?

Answer:

Hi Bleesing, thank you for reaching out to us and showing your interest in our Investment Advisor Certification (IAC) course bundle. Reed offer several different payment plans you can choose from, simply click on the "eligibility checker" and proceed. Feel free to reach out to us directly for more assistance.

This was helpful. Thank you for your feedback.
Brad asked:

I was wondering if I could perhaps do these units 1 by 1 as I can't afford to pay for them all at once, but I need the regulations chapter for a job

Answer:

Dear Brad, thank you for your enquiry. It is possible to do the units individually (though you would miss out on the bundle discount). The first course is Introduction to UK Financial Regulation and Professional Integrity.

This was helpful. Thank you for your feedback.
Hussnain asked:

Hi, When is it next starting dates for the IAC course ? Thanks

Answer:

Dear Hussnain, Thank you for your enquiry. There are no set start dates to the course as it is self-paced and self-taught, thereby allowing you to work comfortably around your personal commitments. So you are free to begin your learning at any time of your convenience. Please feel free to reach out directly to us by email on info@cifa.ac for any further enquiries.

This was helpful. Thank you for your feedback.
Remi asked:

Is there a starter pack to start with

Answer:

Dear Remi, thank you for your enquuiry. You are at liberty to start with any course of your choice. Please contact us at info@cifa.ac if you need any further clarification.

This was helpful. Thank you for your feedback.

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FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2024. All rights reserved.