PCIAM in Geneva

For dates and more information on the PCIAM course being held in Geneva, Switzerland, please click here

Pass Guarantee

The Business School has an excellent record in helping students to achieve their potential, which can be seen in our latest exam results:

• 100% pass rate for the last two sittings of PCIAM exams sat in July and September
• 93% rolling pass rate on IAD at Level 4

New for 2013 is the ‘Pass Guarantee’* for the IAD and PCIAM papers. This offers peace of mind when booking your course, and in the unlikely event that you fail your exam you will be placed on the next available course free of charge.

* In order to qualify for the Pass Guarantee students must have attended all sessions of the course booked and have taken and passed the online chapter tests which take place throughout the course of the programme.

Overview

The Certificate in Private Client Investment Advice & Management (PCIAM) has been designed to enable existing practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment. By completing a small amount of Continuing Professional Development (CPD) the qualification provides a route to RFA/RDR compliance.

Gaining the Certificate in Private Client Investment Advice & Management (PCIAM) demonstrates the ability to identify clients’ needs and provide solutions to those needs. This is a demanding test, which delegates are advised not to attempt without sufficient practical experience.

The exam reflects situations and issues that practitioners will encounter and requires students to apply their knowledge to answer case studies, write reports and explain techniques and terms.

PCIAM is made up of one three-hour unit, which is delivered in narrative format. Exam sessions are normally held every three months.

In addition to being a stand-alone qualification, this certificate also forms one unit of the CISI Diploma. The certificate is a Level 6 qualification and so, with a small amount of gap-filling fulfils the requirements of the RFA/RDR.

The course that we are offering is nine days in duration and will take you through all aspects of the syllabus together with revising the key areas, question practice and exam technique.

Who developed this?

This exam is awarded by the CISI, which is the premier supplier of financial services qualifications to the securities and investment industry. Over 40,000 exams are taken each year.

The CISI is a charity, registered in the UK, whose exams are taken throughout the world. It has offices in the Middle East, India, China and Singapore. The qualification has been developed with input from expert practitioners from leading global financial firms, including AXA Investment Managers and the Bank of New York Mellon.

It provides delegates with a clear benchmark to demonstrate that they have acquired the necessary knowledge to carry out their job roles competently.

Regulatory approval

The CISI is recognised as an Awarding Body by the UK Office of the Qualifications and Examinations Regulator. Many of the CISI’s qualifications are mandated by different regulators around the world, so both individuals and firms can be confident that the CISI’s processes, policies and systems meet rigorous quality assurance standards.

Dates

In-house: This course can be arranged in-house if numbers allow

Cost

£995 for 3 introduction and 3 consolidation days (inclusive of materials)
£650 for 3 day revision module (no materials)
£1485 (full programme of 9 days)
All costs exclude exam fees