|
|
Qualifications top up
The Certificate in Private Client Investment Advice and Management (PCIAM) is one of the FSA recognised transition qualifications for existing advisers seeking to comply with the RDR. Any gaps between the content of PCIAM and the new level 4 exam standards need to be filled by structured learning.
The CISI has carried out a mapping exercise, here, which details how much, and what type of qualification top up advisers with PCIAM need to undertake. Full details can be found here.
In CP 10/14 (June 2010) the CISI’s alternative assessment is the only alternative assessment to appear on the approved list of Appropriate Examinations for the Retail Distribution Review.
|