We are delighted to announce that we are partnering with BPP Professional Education for the first time, to bring the CISI Investment Advice Diploma (IAD) to Guernsey. GTA programme manager Michelle Morley commented:
“This is the first time the GTA and BPP Professional Education have worked together on delivery of a course. We are looking forward to combining our resources and experience to deliver this high quality programme to Guernsey’s workforce.”
About the qualification
The CISI IAD provides advisors who deal in securities or derivatives, or indeed any employee managing investments or advising on packaged products, with a firm understanding of financial services and consumer relationships. The IAD has been developed specifically to give delegates the skills and knowledge needed to comply with the new exam standards of the Retail Distribution Review (RDR) in relation to the provision of investment advice. The qualification is recognised by Ofqual as the Level 4 Diploma in Investment Advice.
About the tutor
Emma Yau initially joined BPP in 2016 as a freelance tutor, becoming a permanent member of the team in the summer of 2017. Emma’s main focus is teaching a range of investment-related financial qualifications. Prior to joining BPP, Emma worked as a Private Banker for the Guernsey office of an international private bank. She is a qualified investment adviser with 10 years of experience in investments, client relationship management, banking and operations and is a Member of the Chartered Institute for Securities and Investment (CISI).
GTA/BPP shared delivery
The GTA will handle all course bookings and the face to face training will take place in the GTA’s training rooms. BPP will be providing the tutor, the learning materials and liaison with CISI.
Book here: CISI Investment Advice Diploma (April-Dec 2018) Contact: Michelle Morley [email protected] (or call 746886)