Investing & Private Wealth Management

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

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

2025 Pensions Series

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

This webinar forms part of the 2025 Pensions Series.

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

This webinar forms part of the 2025 Pensions Series.

International Pensions and Global Mobility: Navigating the Challenges

This webinar forms part of the 2025 Pensions Series.

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

This webinar forms part of the 2025 Pensions Series.

The Role of Digital Assets and Cryptocurrencies in Modern Pension Plans

This webinar forms part of the 2025 Pensions Series.

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

This webinar forms part of the 2025 Pensions Series.

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

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

2025 Sustainable Finance & ESG Series

Integrating ESG into Investment Strategies: A Framework for Financial Institutions

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

Sustainable Finance Taxonomy: What Financial Professionals need to know

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

ESG Data and Reporting: Best Practices for Transparency and Accountability

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

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

This webinar forms part of the 2025 Pensions Series.

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

This webinar forms part of the 2025 Directors Series.

Incorporating Sustainable Investing and Ethical Governance into Trust Structures

This webinar forms part of the 2025 Trusts Series.

The Role of Trusts in Philanthropy and Impact Investing

This webinar forms part of the 2025 Trusts Series.

2025 Sustainable Finance & ESG Series

Integrating ESG into Investment Strategies: A Framework for Financial Institutions

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

Sustainable Finance Taxonomy: What Financial Professionals need to know

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

Impact Investing: Aligning Financial Returns with Positive Social and Environmental Outcomes

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

Managing Tax Investigations and Voluntary Disclosures

This webinar forms part of the 2025 International Taxation Series.

2025 Pensions Series

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

This webinar forms part of the 2025 Pensions Series.

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

This webinar forms part of the 2025 Pensions Series.

International Pensions and Global Mobility: Navigating the Challenges

This webinar forms part of the 2025 Pensions Series.

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

This webinar forms part of the 2025 Pensions Series.

The Role of Digital Assets and Cryptocurrencies in Modern Pension Plans

This webinar forms part of the 2025 Pensions Series.

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

This webinar forms part of the 2025 Pensions Series.

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

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

The Evolution of Private Equity: Opportunities in Emerging Markets

This webinar forms part of the 2025 Funds Series.

Illiquid Assets: Building Resilience Through Alternative Investments

This webinar forms part of the 2025 Funds Series.

The Rise of Thematic Funds: Capturing Growth Through Sector-Specific Investments

This webinar forms part of the 2025 Funds Series.

Navigating the Future: Trends in Sustainable and Impact Investing for Fund Managers

This webinar forms part of the 2025 Funds Series.

Overview of Debt Investments