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Investment Advisor Certification (IAC)

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

Provided by 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
557 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
557 CPD hours / points
CPD What's this?
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
198 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.

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

557 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:

Chapter 1: Professionalism and Ethics in UK Financial Services: Best Practices and Standard
Chapter 2: UK Capital Markets: Understanding the Financial Landscape
Chapter 3: Contract & Trust Law in UK Financial Markets: An Overview
Chapter 4: Managing Risk in UK Monetary Services
Chapter 5: Regulators of UK Financial Services: Understanding Their Roles and Responsibilities
Chapter 6: Governance, Principles & Regulations: Navigating the FCA & PRA Framework
Chapter 7: Competence of Companies & Individuals in UK Financial Markets: Meeting FCA & PRA Standards
Chapter 8: Regulations Relating to Financial Crime: Compliance and Enforcement
Chapter 9: Complaints & Redress in UK Financial Markets: Resolving Disputes Effectively
Chapter 10: COBS: Conduct of Business Sourcebook of the FCA: Understanding the Rules and Requirements

Unit 2 "Introduction to Investment Risk & Taxation" consists of 8 chapters covering:

Chapter 1: Asset Classes
Chapter 2: The Macroeconomic Environment
Chapter 3: Principles of Investment Risk & Return
Chapter 4: Taxation of Investors and Investments
Chapter 5: Investment Product Types
Chapter 6: Planning and Constructing Portfolios
Chapter 7: Guidance on Investment Strategies
Chapter 8: Performance and Reviewing of Portfolios

Unit 3 "Derivatives" consists of 10 chapters covering:

Chapter 1 Derivatives - An overview
Chapter 2 Underlying Assets
Chapter 3 Exchange-Traded Futures and Options
Chapter 4 Over-the-Counter (OTC) Derivatives
Chapter 5 Clearing
Chapter 6 Delivery and Settlement
Chapter 7 Researching and Constructing Portfolios
Chapter 8 Trading, Hedging and Investment Strategies
Chapter 9 Selection and Administration of Investments
Chapter 10 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.

Questions and answers

No questions or answers found containing ''.

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.
Meeraben asked:

Will the certificate be awarded upon course completion, or will it only be issued after successfully passing the required exams?

Answer:

The "Certificate of Achievement" for each course of the "Investment Advisor Certification" is only issued after the completion of the course and successful passing of the end of course final examination.

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.

This was helpful. Thank you for your feedback.
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.

This was helpful. Thank you for your feedback.
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.

This was helpful. Thank you for your feedback.
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.

This was helpful. Thank you for your feedback.
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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Reviews

2.6
Course rating
50%
Service
60%
Content
50%
Value

Provider

CIFA Education Management Ltd

The Certified Institute for Further Accreditation (CIFA) is a member of the CPD, offering online training that develops fully supported professional certifications, tailored to highly specialist fields of employment. Our level 4 certifications are designed to enable students to develop a basic knowledge of their specialist field prior to sitting professional certifications by awarding bodies. We focus on hard to enter niche industries including finance, languages, health and business-related topics. We work with academics from universities worldwide and industry experts to author our certifications programmes and pride ourselves on our dedication to the development of our students.

View CIFA Education Management Ltd profile

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

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.

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.

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.

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.
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