Investing & Private Wealth Management

CISI Qualifications

CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM)

£3,250.00 excl. GST

Private Client Investment Advice & Management (PCIAM) enables practitioners to showcase their comprehensive knowledge of private client investment advice principles within the current regulatory framework. This includes the ability to construct an appropriate portfolio by choosing from various financial products to meet the client's goals, adhering to the fundamental principle of knowing your customer. Additionally, practitioners will also be able to conduct regular portfolio assessments and reviews to ensu

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Pensions

2025 Pensions Series

6 x 1-hour webinars

£270.00 excl. GST

6PD hours

Pension Strategies for High-Net-Worth Clients: Navigating International Jurisdictions and Tax Efficiency

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Pensions Series.

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Sustainable Pension Funds: Integrating ESG into High-Net-Worth Client Portfolios

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Pensions Series.

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International Pensions and Global Mobility: Navigating the Challenges

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Pensions Series.

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Pension De-risking Strategies for High-Net-Worth Clients

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Pensions Series.

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The Role of Digital Assets and Cryptocurrencies in Modern Pension Plans

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Pensions Series.

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Philanthropy and Pensions: How High-Net-Worth Clients can Leverage Pensions for Impact

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Pensions Series.

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Sustainable Finance & ESG

Environmental, Social and Governance (ESG) Compliance & Greenwashing Awareness eLearning Module (Jersey)

1 hour

£65.00 excl. GST

1PD hours

Explore the essential world of ESG and Greenwashing with our comprehensive course, tailored for forward-thinking businesses.

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Governance of ESG Initiatives in Financial Services

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Corporate Governance Series.

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2025 Sustainable Finance & ESG Series

7 x 1-hour webinars

£315.00 excl. GST

1PD hours

Global Regulatory Developments in ESG: How new rules are shaping Sustainable Finance

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Sustainable Finance & ESG Series.

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Integrating ESG into Investment Strategies: A Framework for Financial Institutions

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Sustainable Finance & ESG Series.

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Sustainable Finance Taxonomy: What Financial Professionals need to know

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Sustainable Finance & ESG Series.

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ESG Data and Reporting: Best Practices for Transparency and Accountability

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Sustainable Finance & ESG Series.

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Sustainable Pension Funds: Integrating ESG into High-Net-Worth Client Portfolios

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Pensions Series.

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The Sustainable Director: Leading the Charge on ESG for Long-Term Value

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Directors Series.

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Investing & Private Wealth Management

Incorporating Sustainable Investing and Ethical Governance into Trust Structures

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Trusts Series.

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The Role of Trusts in Philanthropy and Impact Investing

1 hour

£65.00 excl. GST

1PD hours

This webinar forms part of the 2025 Trusts Series.

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2025 Sustainable Finance & ESG Series

7 x 1-hour webinars

£315.00 excl. GST

1PD hours