Course description
Whether for those starting their career in financial services or those more experienced whose career has changed direction, the Investment Advice Diploma (IAD) and Investment Operations Certificate (IOC) are key qualifications – the enablers to progression and meeting regulatory requirements.
At ZISHI, we understand and have evidence of how beneficial face-to-face – whether online or in person – real-time sessions can be in bringing the syllabus to life and embedding the learning both from the ability to pass the exams and the ongoing application of the content to business as usual.
We are a Premier Training Provider with the CISI and only use training consultants who are ex-practitioners, who have done the job, hold the qualification and higher.
Upcoming start dates
Course delivery details
Why learn with ZISHI:
- Careful review of past papers helps us anticipate likely future questions for our question sets and mock exam.
- Limiting class numbers to a maximum of 12 to ensure exceptional tuition standards.
- Questions are marked and returned with comments to candidates to support development.
- Choice of study dates
- Tutors provide 1:1 time, help and support through the course duration.
- Tasks and “homework” are set for completion to ensure self-study.
- Case studies and examples based on relevant firms.
- We work closely with the CISI to understand the level of learning expected from the examiner.
- We provide our honest and experienced opinion on the progress of the firm’s candidates to internal stakeholders.
TAILORED FOR YOU: All ZISHI courses can be delivered online, onsite or blended. Whether one-to-one or group deliveries, entry level or boardroom executives, ZISHI programmes are developed to meet your specific business needs. Enquire for further details.
Content for this course, including start date and length, can be tailored to meet client needs.