Changes to the ISA & PEP Administration exam from May 2008
The SII has been working closely with the trade body, Tax Incentivised Savings Association (TISA), to align the existing ISA & PEP Administration examination and related study materials to the changes affecting the ISA and PEP regime that become effective on 6 April 2008.
The current ISA & PEP Administration examination will be renamed ISA Administration. The examination will be available for candidates to sit from 6 May 2008.
We will not be taking bookings for examination sittings for the period 6 April to 5 May. We hope this will avoid any confusion between the two different regulatory regimes. We recommend that candidates wait until 6 May when they can be assessed on the new rules.
If you have any queries, please contact Client Services at clientservices@sii.org.uk.
SII Masters in Wealth Management
The SII’s new programme in Wealth Management is the first career pathway to be launched as part of the SII Masters Programme (SIIM). Developed in conjunction with leading industry practitioners and APCIMS members, the new programme is the SII’s flagship qualification and lies at the very heart of the Institute’s activities – Private Client Wealth Management. For further information on the SIIM (Wealth Management) please go to the SIIM (Wealth Management) page.
Proposed SII Masters Programme in Investment Management
The SII is investigating industry interest in an Investment Management stream for the SII Masters Programme. If you or a collegue would be interested in taking part in the meeting - to be held on Thursday 1st May at 16.00 hours at the SII - to discuss the audience for the proposed qualification and its content, please let Francesca Walters know on Franscesa.Walters@sii.org.uk
Qualification: International Certificate in Investment Management (ICertIM)
The International Certificate in Investment Management (ICertIM) is targeted at professionals engaged in managing investments. It has been designed to provide a test of competence for individuals engaged in private client asset management (discretionary portfolio management) and fund management. For further information on the International Certificate in Investment Management please go to the ICertIM page
Qualifications Interactive flowchart
To see the overall pathway from attaining competence to higher level qualifications and SII Membership, please visit the Interactive flowchart.
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