CISI Investment Advice Diploma (IAD)
BPP is delighted to have Accredited Training Status with CISI.
With many years of experience, BPP has developed a unique learning methodology towards IAD courses, structuring them in such a way that they meet all different types of study requirements.
With our study materials, highly qualified tutors and genuine administrative support we can offer you a successful IAD study experience.
Why choose BPP?
The best learning media on the market with online access
A proven approach to exam success based on ‘learn – practice – rehearse’
CISI approved expert tuition from tutors with practical experience
Exam-focused online learning resources and support via Virtual Learning Environment
IAD – Key information
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Outstanding first-time exam pass rate
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Pass assurance – repeat the revision session for free if you fail
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Rapid tutor email response
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Highest quality e-Learning materials, including MP3 and MP4 downloads
Overview
Stay ahead of the curve
Following changes in the RDR qualification standards and Channel Island equivalents, if you're advising on, or working in, securities or derivatives and associated packaged products, you must have passed an appropriate Level Four qualification such as the IAD.
Flexibility and choice
The BPP IAD gives you the flexibility to study when and where you choose – with distance learning combined with a tailored revision day. We also provide an in-house service – to find out more about this option email jerseyenquiries@bpp.com
Assessment
All exams are multiple-choice, except Private Client Advice which is a three-hour written exam, sat in either June or December.
Industry-leading tuition
BPP provides industry-leading study materials. Constant revision and review techniques are used, including practice questions for the trickiest areas of the syllabus. Our e-Learning is of the highest quality – with MP3 and MP4 downloads, online tutorials and revision kits.
Tutors are always on hand to answer questions, provide revision tips and study examples, and are contactable out of classroom hours via phone or email.
Structure
The IAD is made up of two compulsory core units:
- UK Regulation and Professional Integrity – multiple-choice exams on demand, via Computer Based Training (CBT)
- Investment, Risk and Taxation – multiple-choice exams on demand, via CBT
Plus one option from the following technical units:
- Securities – multiple-choice exams on demand, via CBT
- Derivatives – multiple-choice exams on demand, via CBT
- Private Client Advice – assessed by a three-hour written exam
If you already have IMC Level Four, you are usually exempt from either the UK Regulation and Professional Integrity or the Investment, Risk and Taxation exam papers. We would recommend that you confirm this directly with the CISI.
You will need to pass three units to complete the Level 4 IAD. Two of the units are compulsory, and the third is a technical unit which you can select from three options.
The exams are multiple-choice and computer based, except the Private Client Advice paper, which is a three-hour written exam.
View the CISI Exemption Policy.
Ways to study
Flexible learning
The BPP IAD distance learning courses are designed to fit around your personal and business life allowing you to study at your own pace.
Distance learning
Our distance learning option allows you to study when, where and how you want – using online tutorials, revision kits and study guides, as well as MP3 and MP4 downloads. You'll also receive tutor support at every stage – with contact via phone and email. You can also attend a bespoke revision day enabling you to cover technical aspects and discuss exam technique with a tutor.
- MP3 and MP4 downloads
- Online tutorials and revision kits
- Full tutor support
- Rapid email response
- Practice exam papers and consolidation exercises
- Study guides for time management tips and learning techniques
- PowerPoint course slides of class tutorials
We offer revision sessions for units throughout the year. For more information please email us at jerseyenquiries@bpp.com
Entry requirements
The Level Four Investment Advice Diploma qualification is intended for employees currently advising and/or dealing in securities and derivatives, and those advising on packaged products.
There are no formal entry requirements for the Level Four Investment Advice Diploma
How to apply
We offer revision dates for each module. For more information please email us at jerseyenquiries@bpp.com
For more information or to register your interest call us on
(+44) 01534 711 800
