IAD
Accelerate your edge in financial advice with the CISI Investment Advice Diploma (IAD). Master investment principles, sharpen your regulatory knowledge, and build the credibility clients trust. This is your launchpad to higher performance, deeper insight, and standout results in wealth and investment roles.
Train over 3,000 professionals each year
We work with seven of the top UK insurance providers
We work with nine of the top 10 UK banks
Overview
Get the edge in financial advice.
The CISI IAD, delivers the essential toolkit for regulated investment advice. You’ll gain practical knowledge in UK regulation, risk, tax, and undertake a specialist unit in securities derivatives or financial planning. The Investment Advice Diploma ensures you have the real-world skills and technical expertise to perform in high stakes financial environments.
Pass with assurance
With our Lifetime Pass Assurance, you can resit for free until you pass.
- Price
- Online from £450.00All courses Inc VAT and excludes exams
Choose your courses
Derivatives (IAD)
A technical unit covering basic knowledge of regulations and practices in financial and commodity derivatives, their underlying markets, trading and investment strategy principles.- Workbook
Financial Planning & Advice
A technical unit covering financial protection, pensions and retirement, and financial planning, continuing from UK Regulation & Professional Integrity and Investment, Risk & Taxation units.- Workbook
Investment, Risk & Taxation
Mandatory unit covering theory and practical techniques to assess a client's financial position and requirements, make investment recommendations, monitor performance and respond to changing circumstances.- Workbook
Securities (IAD)
A technical unit that offers knowledge and understanding on a range of securities, their markets and related functions, alongside the related administration to consider.- Workbook
UK Regulation & Professional Integrity
This mandatory unit explores topics from UK financial markets, regulation and ethics, to financial planning, advice and management for retail customers.- Workbook
Why choose BPP for IAD?
Ways to pay
Invoice your employer
Complete and return the booking form. We’ll contact your employer to arrange payment.Buy online
Choose a course from the above list and simply check out with your debit or credit cardBecome a BPP client
If you're an employer looking to upskill your staff get in touch about becoming a BPP client.IAD FAQs
If you can't find the answer to a question, our helpful advisers will be happy to help.
The CISI Investment Advice Diploma (IAD) is a qualification designed for individuals providing financial or investment advice to retail clients. It covers key areas such as regulation, investment principles, and specialist advice areas, and meets the FCA’s qualification requirements for retail investment advisers in the UK.