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.