Investment, Risk and Taxation is the second paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, along with two further exam passes.
Please note that whilst we recommend you study each module week to week, the full learning programme is released to you upon purchase. This allows you to learn at your own pace.
Learning Outcome 1
Asset classes
Macro-economic environment
Principles of investment risk and return
Taxation of investors and investments
Investment products
Investment planning
Investment advice
Portfolio performance and review
Learning Outcome 1
Asset classes
Macro-economic environment
Principles of investment risk and return
Taxation of investors and investments
Investment products
Investment planning
Investment advice
Portfolio performance and review
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Redmill Advance is a leader in helping UK financial advice firms get their people qualified or chartered.
Securities is one of three elective papers in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires the successful completing of three papers.
Course DetailsRegulation and Professional Integrity is the first paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires this paper as a mandatory element, along with two further exam passes.
Course DetailsFinancial Planning and Advice is one of the options that make up the third paper in the CISI Level 4 Investment Advice Diploma. Successful completion of this diploma requires three papers.
Course DetailsRedmill Advance has been a leading provider of training & development services to the UK financial advice market since 2018 and is based in Linlithgow, Scotland.
