Why study with BPP?
- Strong track record: Over 2,000 delegates have traintowards the
PCIAM examinations with BPP
- Solid experience: We have over 10 years of experience teaching
the PCIAM qualification, which is more than any other training
provider in the UK
- Recipe for success: In June 2009 summer examinations, 100% of
the CISI PCIAM passes studied were thorugh BPP... Read more
Why study towards the PCIAM?
The FSA
have confirmed that the CISI Level 6 Certificate in Private Client
and Investment Management meets and surpasses the step-change
requirement of a benchmark qualification at OfQual Level 4.
Therefore, under the ‘no regrets’ provision, advisors who pass the
PCIAM
exam who are already Level 3 qualified, will only need to undertake
the CPD top-up to
become RDR
compliant. The FSA and FSSC have confirmed that the PCIAM will be
acceptable for this purpose up to the end of the transitional
period at the end of 2012.
BPP offer
PCIAM
training courses and distance learning products towards the
examinations that are currently held on a quarterly basis by the
CISI. For further details please refer to our CISI Diploma
section.
We can also offer PCIAM
training courses on a flexible in-house basis, specifically
tailored to your firm’s requirements. For further information on
the in-house option please contact Bill Waugh on 020 7067
8804.
Aims of this paper are to:
- Develop a broad understanding of the principles of private
client investment within the context of the current regulatory
environment
- Identify the investment requirements of clients from the
relevant information available
- Select suitable products available to meet the clients’
needs
- Demonstrate the ability to communicate conclusions to a client
in an appropriate manner
- Ensure that students develop the skills to maintain their
competence and knowledge
Assessment Structure:
- A 3-hour paper divided into three sections
More information:
Read further for more
information.