Course description
CISI IAD Investment Risk and Taxation
The qualification is made up of two core units and a third technical unit, which can be specially selected to meet your individual requirements.
The Diploma is an award of the professional body CISI. BPP Professional Education provides a series of excellent study programmes to prepare you for the CISI assessments.
Investment, Risk and Taxation - Compulsory Unit
This exam assesses candidates’ ability to apply the knowledge, theory and practical techniques required in order to assess a client’s current financial position and future requirements. It also tests their ability to make suitable investment recommendations, monitor performance and respond appropriately to changing needs and circumstances.
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Upcoming start dates
Training Course Content
It will test the following elements:
- The macro-economic context of investment advice and planning
- The main asset classes; characteristics and applications
- The main investment products; characteristics and applications
- Investment theories and their practical application
- Identification, measurement and assessment of investment risks and returns
- Taxation of investors and investments in the UK
- Portfolio planning, construction, review and maintenance
- Provision of investment advice including the ability to analyse clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives