Finance and Investment Qualification Pathways

Structured preparation for globally recognised finance and investment credentials.

Eleven programmes CFA and CISI Delivered online Start any time

CFA (USA)

Three levels, taken in order.

Level 1 Learn and Describe

What it covers

Quantitative Methods
Economics
Corporate Finance
Financial Statement Analysis
Equity Investments
Fixed Income
Derivatives
Alternative Investments
Portfolio Construction
Ethical and Professional Standards

Exam fee

£2,800.00

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Level 2 Analyze and Evaluate

What it covers

Quantitative Methods
Economics
Corporate Finance
Financial Statement Analysis
Equity Investments
Fixed Income
Derivatives
Alternative Investments
Portfolio Construction
Ethical and Professional Standards

Exam fee

£3,100.00

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Level 3 Integrate and Apply

What it covers

Asset Allocation
Portfolio Construction
Performance Measurement
Derivatives and Risk Management
Ethical and Professional Standards

Choose one pathway

Portfolio Management

Private Markets

Private Wealth

Exam fee

£3,400.00

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CFA (UK) - CISI

Eight qualifications in four pathways.

Certified Financial Planner Qualification Taken in order

Investment Advice Diploma (IAD)

What it covers

UK Regulation & Professional Integrity
Investment, Risk & Taxation

Choose one

Derivatives Level 4

Securities Level 4

Financial Planning & Advice

Diploma fee

£2,600.00

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Advanced Financial Planning Diploma

What it covers

Advanced Financial Planning
Level 7 Financial Plan Case Study
IntegrityMatters

Diploma fee

£3,400.00

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Chartered Wealth Manager Qualification

What it covers

Financial Markets (Level 6)
Applied Wealth Management (Level 7)
Portfolio Construction Theory (Level 7)

Qualification fee

£3,400.00

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Investment Qualifications Pathway

Certificate in Investment Management

What it covers

Fundamentals of Financial Services
Introduction to Investment
UK Regulation & Professional Integrity
Investment Management (Level 4)

Certificate fee

£2,100.00

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Capital Markets Qualifications Pathway Taken in order

Certificate in Capital Markets

What it covers

UK Financial Regulation
Securities Level 3
Derivatives Level 3

Certificate fee

£2,100.00

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Diploma in Capital Markets

What it covers

Securities Level 3
Financial Markets Level 6
Fund Management

Diploma fee

£2,900.00

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Corporate Finance Qualifications Pathway Taken in order

Certificate in Corporate Finance

What it covers

Corporate Finance Regulation
Corporate Finance Technical Foundations

Certificate fee

£2,100.00

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Diploma in Corporate Finance

What it covers

Financial Reporting and Financial Statements Analysis
Sources of Finance, Capital Investments and Valuations
Mergers & Acquisitions and Market Regulations
Corporate Finance Strategy & Advice

Diploma fee

£2,900.00

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Why It Matters

Qualification is more than an examination.

Professional finance and investment qualifications require more than passing individual examinations. They represent the development of analytical, financial, and portfolio management capabilities that support progression throughout an investment career.

Professional Standards

Recognised qualification frameworks.

Technical Capability

Investment analysis, portfolio management, and financial markets.

Career Development

Progression toward professional investment credentials.

Have a qualification pathway in mind? Talk to our team arrow_forward