Investment Advisor Certification
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.
CPD
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
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.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.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.
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.
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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.
FAQs
What does study method mean?
Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.
What are CPD hours/points?
CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.
What is a ‘regulated qualification’?
A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.
What is an ‘endorsed’ course?
An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
