Private Client Investment Advice and Management

EQF Level 6

Private Client Investment Advice & Management (PCIAM) enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

PCIAM is suitable for existing authorised advisers qualified at EQF Level 5.


You will be able to structure a suitable portfolio, selecting from a range of financial products, which meets client objectives and is based on the key principles of know your customer. You will also be able to undertake regular portfolio reviews and evaluations to ensure continued adherence to client objectives.


Key features:

  • Provides a sound grounding of investment principles, risk, taxation and planning.
  • Access to higher level qualifications - successful completion can be used as entry to the highly regarded Chartered Wealth Manager Qualificaion.


1. Financial Advice within a Regulated Environment

2. Investment Taxation

3. Trust and Trustees

4. Principles of Finance Advice

5. Financial Instruments and Products

Awarding Body:

Chartered Institute for Securities & Investments

Study Hours:

200 hours


A three hour written exam

Additional Info:



Newsletter Signup
Stay Connected
Please click on the “Sign Up” button to stay updated with all ifs Malta developments
ifs Malta is a not-for-profit professional body.
It is licensed to deliver and award further and higher education programmes
by the National Commission for Further and Higher Education (NCFHE) bearing license No. 2013-FHI-017

Institute of Financial Services – Malta, 60, G’Mangia Hill, Pieta’ PTA 1316
T: 21 240 335 E:

Copyright © 2011 ifs - Malta | Web Design by Untangled Media | About Us | Qualifications | Seminars | EU Projects | Memberships | Partners | News & Events | CB MBA | Contact Us