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STOCKBROKER
INVESTMENT ADVISER
Course Pack

Course ID: CS53M

£395.00

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, 2024

 

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:

  • Your course includes expert support from a personal tutor, whenever you need it.
  • 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 quicker completion.
  • Your results and certificate are delivered promptly.
  • Access to various support channels.
  • Includes bonus support materials in addition to standard study resources.
  • Access to Wiz Connect™: your direct link to structured advice, personalised guides, and a roadmap to your long-term career goals.

 

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 expert tutor support.
Locations: Nationwide.
Support: Includes, expert support and guidance during your course.
Assessment: Multiple Choice
Career: With an average starting salary of £26k-£38k it's a great time to start your career.
Includes: Wiz Connect™
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How It Works?

1.

 Simply enrol on the course by clicking the Buy 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 with the expected delivery date 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.

 Upon completing the course, you’ll receive your official certificate, recognising your achievement and career-ready skills.

5.

 Update your CV with your new qualification to present yourself as skilled, trained, and equipped for your next career opportunity.

 

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This course qualifies for Wiz Connect™

Have a career goal in mind but don’t know where to start? Wiz Connect™ combines expert guidance with in-depth career guides across select industries. Discover the skills, qualifications, and experience you need to turn your dream career into reality.

How does Wiz Connect work?

The process is simple. We begin by understanding your career goals, interests, and current experience. Then, an adviser will help you identify the right course or combination of courses, along with the tools and resources you need to move forward confidently.

With expert support and tailored guidance, Wiz Connect™ helps turn your ambitions into actionable steps toward your dream career.

Who is Wiz Connect™ designed for?

Wiz Connect™ is designed for everyone, whether you're seeking to start a professional career for the first time, returning to work after a break, exploring new options, or considering a complete career change.

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