International Certificate in Financial Advice
The International Certificate in Financial Advice has been introduced as a quality benchmark for firms to ensure that their financial advisers understand the fundamentals of financial advice. It is a global qualification, designed to provide staff with access to a specialist qualification that reflects the knowledge and skills base required to advise private clients in the retail sector of the industry.
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The International Certificate in Financial Advice, offered by the SII - the UK's leading professional body for the investment industry - has been developed as a global benchmark for financial practitioners advising private clients on how best to manage their assets"
Scott J. Dobbie, CBE FSI(Hon)
Chairman, Securities & Investment Institute
International Certificate in Financial Advice factsheet
Aims of the Qualification
The overall aims of the
International Certificate in Financial Advice are:
- To assess candidates' understanding of the process of giving financial advice and the ethical and practical considerations involved.
- To assess candidates' knowledge and understanding of a broad range of investments, savings and protection products, their nature and characteristics.
- To assess candidates' ability to apply their knowledge and understanding to practical financial advice issues.
Syllabuses
The syllabus is designed to provide staff with a good grasp of the fundamentals of financial advice. It will introduce them to the economic factors that influence product returns; the relationship of trust between adviser and customer; the financial advice process including determining the risk profile of the customer; the main financial markets; the financial assets and products the adviser can draw on to meet savings, investment, pension and protection needs, and the main financial planning areas.
International Certificate in Financial Advice syllabus
