You are about to purchase our Private Client Investment Advice and Management (PCIAM) study plan.

Our study plan includes:

  • Expansion notes to provide you with additional learning in the key areas we believe should be covered further for the exam
  • Exam and past paper analysis to prepare you for the type of questions and where to focus your study
  • Video tutorials to guide you through how to answer the Section A questions
  • Technical videos to refresh your knowledge in areas to help you pass the exam
  • Guidance on how to structure your essay question in Section B
  • Mock exam to practice what you have learned and prepare you for the exam
  • Access to our Investment forum where you can ‘ask our experts’ questions and discuss areas with fellow students.

Study our online course in conjunction with the study text and resources from the CISI to give yourself the best chance of success in the exam.

If you have any questions, please get in contact with us at

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  • VAT will be added to the cost of your event @ checkout.