The Investment Advisor Certification (IAC) consists of three units, "Introduction to UK Regulations and Professional Integrity", "Introduction to Investment Risk and Taxation" and "Introduction to Derivatives", giving our students comprehensive knowledge and a good understanding. Approximate total study time is 140 hours per unit
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.
The CIFA Investment Advisor Certificate 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:
UK Financial Markets
UK Financial Services & Risk
Contract & Trust: Legal Framework
Professionalism and Ethics
Regulators of the K Financial Services
Governance, Principles & Regulations (FCA & PRA)
Competence of Companies & Individuals (FCA & PRA)
Regulations Relating to Financial Crime
Complaints & Redress
COBS: Conduct of Business Sourcebook of the FCA
Unit 2 "Introduction to Investment Risk & Taxation" consists of 8 chapters covering:
Various Types of Asset Classes
The Macroeconomic Environment
Investment Risk & Return: The Basic Principles
Investor & Investment Taxation
Types of Investment Products
Planning and Constructing Portfolios
Providing Investment Advice
Performance & Reviewing of Portfolios
Unit 3 "Derivatives" consists of 7 chapters covering:
Introduction to Derivatives
Futures & Forwards
Over-the-Counter v Exchange Traded Products
Markets & Participants
The CIFA is proud to be providing professional online study solutions worldwide.
The Certified Institute for Further Accreditation (CIFA) is a training provider that develops professional certifications, tailored to highly specialist fields of employment.
Our entry-level certifications are designed to enable students to develop a basic knowledge of their specialist field prior to sitting professional qualifications by awarding bodies.
We focus on hard to enter niche industries including finance, languages and health and business-related topics.
We work with academics from universities worldwide and industry experts to author our certification programmes and pride ourselves on our dedication to the development of our students.
The CIFA is a name in education that you can rely on for professional development and globally recognised qualifications.
We believe in the sharing of knowledge and providing the world with the highest standards of education across various sectors.