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CISI - Investment, Risk and Taxation - Midshore Consulting

CISI – Investment, Risk and Taxation

We regularly hold a course covering the CISI – Investment, Risk and Taxation . This course is a level three qualification and is essential to anybody with a career in Finance. Candidates who book this course with Midshore will also receive a 15 hour CPD certificate.

What is Investment, Risk and Taxation?

  • It is the second step in IAD (Investment Advice Diploma) qualification pathway
  • It ensures that candidates demonstrate the ability to apply the knowledge, theory and practical techniques required in order to: assess client’s current financial position and future requirements, make suitable investment recommendations, monitor performance and respond appropriately
  • Successful completion of the examination is awarded as a level 4 module certificate.

Where is the training held?

Whilst we regularly hold this course at our training facility (directions here), we can also hold the course at a larger venue for higher numbers of attendees or in your own offices as a bespoke training solution.

Costs, course and exam information

Our standard cost for this course is £850, discounts for group bookings available upon request.
The exam can be taken at the Prometric test centre in Guernsey, or any of your local test centres.
The exam lasts 2 hours and has 80 multiple choice questions.

How to book this course

Please see our booking page.
If you are interested in bespoke training or arranging for Midshore to run this course on different dates, please contact us.