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:
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:
The Macroeconomic Environment
Principles of Investment Risk & Return
Taxation of Investors & Investments
Portfolio Construction & Planning
Portfolio Performance & Review
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.