Diploma in Investment Advice

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Descrizione

This Diploma has been developed to provide employees advising and/or dealing in Securities or Derivatives, advising on Packaged products and/or Managing Investments with the knowledge and skills required for their job roles.

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Cosa impari in questo corso?

Diploma

Programma

The Diploma is the CISI's new qualification specifically developed to comply with the new examination standards of the RDR (UK). The course programme is composed of three units, each consisting of a 2-hour exam of 80MCQs. Each exam (except the Private Client Advice) can be taken electronically at a local computer-based centre. Candidates receive their results upon completion of their exam. Exams for the Private Client Advice unit are held twice a year in June and December. The closing date for the June exam is the first week of May. The closing date for the December exam is mid-October. The Private Client Advice unit is assessed by written exam with results issued approximately 10 weeks after the examination. There are no entry requirements through it is recommended that students must have successfully completed a similar technical course at Certificate level (e.g. CeFA) if new to the area.

Syllabus:

REGULATORY UNIT (compulsory) - FSA Regulation and Professional Integrity
CORE UNIT (compulsory) - Investent, Risk and Taxation
TECHNICAL UNIT (one of the following) - Securities (or) Derivatives (or) Private Client Advice

ifs Malta once per year offers registration towards 80 hours of class-room based tuitions. Please be guided with the following information:

FSA Regulation & Professional Integrity - 24 hours
Investment, Risk & Taxation - 30 hours
Securities - 26 hours

(tuitions for Derivatives and Private Client Advice are not supported)