Private Client Investment Advice & Management (PCIAM)
| Duration: | 9 days for full programme |
| Level: | RDR Level 6 |
| Suitable for: | Advisers needing to become RDR-compliant |
| CPD Hours: | N/A |
| Cost: | £1485.00 |
| Dates: | Wed 01 Feb 2012 Book Now »
Mon 17 Sep 2012 Book Now » |
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 RDR/FRA compliance.
Gaining the Certificate in Private Client Investment Advice and Management 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 standalone 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 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.
Dates
| Spring/Summer | Autumn/Winter | |
| Introduction | 1, 2, 3 February 2012 | 17, 18, 19 September 2012 |
| Consolidation | 26, 27, 28 March 2012 | 24, 25, 26 October 2012 |
| Revision | 18, 19, 20 June 2012 | 26, 27, 28 November 2012 |
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
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