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ON FEE: The registration fee is a single payment for every candidate taking an examination. Once the fee is paid in respect of a named candidate there is no repeat of this fee required, no matter how many times a candidate takes CISI examinations, including other CISI qualifications. The Registration Fee includes student membership which is provided for a full 12 months from exam booking date (Note 1). UK B 50 International 25 Examination Entry (see note 10) Exam Resit (see note 10).

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The Investment Advice Diploma is pretty basic, and gets you a QCF 4 qualification. In the UK this makes you RDR compliant and authorises you to advise clients. However, most Investment Managers expect their Trainees to pass the Wealth Masters in the first few years of their career.

The CISI offers three grades of Chartered membership, Chartered Member (Chartered MCSI), Chartered Fellow (Chartered FCSI) and Chartered Fellow (Financial Planning).

As such, CFA has far more global recognition, if you are looking for a qualification that offers global mobility, CFA programe is head and shoulders above the CISI qualifications. However, CISI is much more flexible, CFA is only applicable for managing money/wealth/assets/etc.

The CISI offers three grades of Chartered membership, Chartered Member (Chartered MCSI), Chartered Fellow (Chartered FCSI) and Chartered Fellow (Financial Planning).

The exam itself is a two-hour, multiple-choice exam consisting of 80 questions, each with only one correct answer. The pass mark is 70%, meaning that you must gain at least 56 marks in the exam from the possible 80. Multiple choice. 80 questions all single answer.

The Investment Advice Diploma is regulated by Ofqual (on its Regulated Qualifications Framework) as the CISI Level 4 Diploma in Investment Advice. On the European Qualifications Framework, this equates to a level 5 qualification.

Study time: 476 hours in total. You need to pass three different units. Pass rate: Around 70%. What we say: Said to be global, but the CISI diploma is best known in the UK market.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232