- Introduction to UK Regulation & Professional Integrity
- Introduction to Investment Risk & Taxation
- Introduction to Derivatives
- Chapter 1 Financial Markets in the UK
- Chapter 2 Financial Services & Risks in the UK
- Chapter 3 Legal Framework on Contract & Trust
- Chapter 4 Ethics & Professionalism
- Chapter 5 The UK Financial Services Regulators
- Chapter 6 FCA & PRA Governance, Principles & Rules
- Chapter 7 FCA & PRA Competence of Companies & Individuals
- Chapter 8 Financial Crime Regulations
- Chapter 9 Complaints & Redress
- Chapter 10 FCA Conduct of Business Sourcebook (COBS)
- Chapter 1 Asset Classes
- Chapter 2 The Macroeconomic Environment
- Chapter 3 Principles of Investment Risk and Return
- Chapter 4 Taxation of Investors and Investments
- Chapter 5 Investment Products
- Chapter 6 Portfolio Construction and Planning
- Chapter 7 Investment Advice
- Chapter 8 Portfolio Performance and Review
- Chapter 1 Introduction to Derivatives
- Chapter 2 Futures and Forwards
- Chapter 3 Options
- Chapter 4 Gearing
- Chapter 5 Liquidity
- Chapter 6 Over-the-Counter v Exchange Traded Products
- Chapter 7 Markets & Participants
- Level 3 qualifications or equivalent
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:
Financial
Markets in the UK
Financial
Services & Risk in the UK
Legal
Framework on Contract & Trust
Ethics
& Professionalism
UK
Financial Services Regulators
FCA
& PRA Governance, Principles & Rules
FCA
& PRA Competence of Companies & Individuals
Financial
Crime Regulations
Complaints
& Redress
FCA
Conduct of Business Sourcebook (COBS)
Unit
2 "Introduction to Investment Risk & Taxation" consists of 8
chapters covering:
Asset
Classes
The
Macroeconomic Environment
Principles
of Investment Risk & Return
Taxation
of Investors & Investments
Investment
Products
Portfolio
Construction & Planning
Investment
Advice
Portfolio Performance & Review
Unit 3 "Derivatives" consists of 7 chapters covering:
Introduction to Derivatives
Futures & Forwards
Options
Gearing
Liquidity
Over-the-Counter v Exchange Traded Products
Markets & Participants
- 6 Reviews
- 167 Students
- 9 Courses
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.
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