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STOCKBROKER
INVESTMENT ADVISER
Course Pack

Course
Description

The Chartered Institute for Securities & Investment Level 3 Certificate In Investment Management course offers an ideal route for candidates wanting to start a career in stockbroking or those already employed in trading-support roles looking to gain a valuable qualification in investments.

Stockbrokers are highly sought after by investment firms and completing this Investment course will help you progress towards this renowned status.

It’s exactly what you need to take your first step up the corporate ladder.

 

Career opportunities:

 

Trainee Stockbroker - £37,500* -

You'll have to find new business for your organisation and open new client accounts. You'll also be marketing services through mailings, events and gradually begin to handle each one by yourself. A fast paced role, you'll have to research daily into the financial market to keep your knowledge fresh.

Stockbroker - £63,300* -

Your role in a stockbroker job is to manage the financial portfolio of your client; so this could be an individual or a company. On the advice of investment analysts, you’ll discuss with your client which shares to buy or sell to get them the best return on their money.

Investment Adviser - £82,500* -

As a investment adviser, advise clients on buying and selling shares, bonds and assets, including individuals and banks. You'll make prices and execute trades, seeking to maximise assets or minimise financial risk. Investment advisers may specialise in a particular product, such as shares, fixed-interest bonds or foreign exchange markets.

* based on national starting averages, Source: Salary Checker, 2023

 

Course Details:

 

Level 3 Certificate In Wealth & Investment Management

On successful completion of this course you’ll get the Investment Certificate qualification (accedited by the Chartered Institute for Securities & Investment) helping you demonstrate your knowledge to your peers and employers.

Course Study Pack Includes:  FULL OFFICIAL STUDY TEXT & VIDEO LEARNING MEDIA

You will learn the following Units:

  • Introduction to Finance
  • Economic Environment 
  • Financial Assets and Markets
  • Equities
  • Bonds 
  • Derivatives
  • Investment Funds
  • Financial Services Regulation 
  • Taxation, Investment Wrappers and Trusts 
  • Other Retail Financial Products

Method of Assessment:

To complete the course you are required to pass through multiple choice online examinations direct with the Chartered Institute for Securities & Investment.  

Qualification:

Upon completion you can receive the Chartered Institute for Securities & Investment International Certificate In Wealth & Investment Management.

This is a globally recognised qualification.

Career Path:

You can start your employment as a Stockbroker and move on to a Investment Adviser and on to an Investment Planner and so on.

Additional Career Wiz Benefits:

  • Free, flexible, and excellent support from our experienced tutors and trainers.
  • This course targets one of today's fastest-growing industries.
  • The curriculum is designed to meet current job market needs.
  • Fast-track course structure for quick completion.
  • Your results and certificate are delivered promptly.
  • Access to various support channels.
  • Includes bonus support materials in addition to standard study resources.
  • Our Wiz Connect™ team shares your CV with our extensive employer network upon completion.

 

Enrol today and join the 5,000 people that have already done so!

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Course: Level 3 Certificate In Wealth & Investment Management
Method: Blended learning, includes course study pack plus free expert tutor support.
Locations: Nationwide.
Support: Includes free, flexible expert tutor support.
Assessment: Multiple Choice
Career: With an average starting salary of £21k-£32k it's a great time to start your career.
Includes: Wiz Connect™
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How It Work?

1.

 Simply enrol onto the course by clicking the Buy it Now button at the top of the page. It's fast and easy to get started.

2.

 Once enrolled we will send you a confirmation email which will contain the expected date which you will receive delivery of your Study Pack (typically within 3-5 working days).

3.

 As soon as you receive your study pack, you can start learning. Once you complete your course and feel assessment ready, you can simply take your assessment and get qualified.

4.

 Once you have completed the course we will request a copy of your most up to date CV which should include your new qualification.

5.

 Our Wiz Connect team will start distributing your updated CV throughout our extensive network of employers, allowing interested employers to contact you directly.

 

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This course qualifies for Wiz Connect™

Wiz Connect™ is a free service that combines the assistance of our expert team with access to our network of employers. Together, you gain a comprehensive package that helps you jumpstart your career upon course completion.

How does Wiz Connect work?

The process is simple. Once you have successfully achieved the Investment Certificate, our Wiz Connect team will start distributing your CV throughout our employer network and beyond, employers will then start contacting you for interviews for roles that pay £18-28K starting salary.

With our continuously growing network of hundreds of local and national employers, there has never been a better time to progress your career.

What's the average starting salary?

Feedback tells us that the average starting salary for a qualified entry level candidate is between £21-32k. If you’re ready to make some great changes in your life, we’re ready too.

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