School Training Course Catalog: 26 programs/courses  School's Home Page

Kaplan Financial Limited About the school

Birmingham, Bradford, Bristol, Glasgow, Leeds, Leicester, Liverpool, London, Manchester, Sheffield, United Kingdom



Retail Distribution Review Gapfill

Public course timetables and in house deliveries for London Stock Exchange and PCIAM gapfill.
In addition to delivering training towards RDR qualifications, Kaplan is also helping employees with transitional qualifications on the FSA’s Appropriate Qualifications list cover the gaps between these and the new standards via a range of CISI approved gapfill courses on public courses or inhouse.

CISI Investment Advice Diploma (IAD)- Level 4

The Investment Advice Diploma has been developed to provide employees advising and/or dealing in Securities or Derivatives, and employees advising on Packaged Products with the knowledge and skills required for their job roles.

The qualification is aimed at retail advisers, and those that complete the IAD fulfil the FSA’s T&C exam requirements for retail firms.

Course Aim
The IAD is the CISI’s qualification specifically developed to comply with the new examination standards of the Retail Distribution Review (RDR). It appears on the FSA’s appropriate examination list ... [Read More]




Investment Management Certificate (IMC)

The Investment Management Certificate (IMC) is an FSA approved threshold competency examination administered by CFA Society of the UK - a recognized professional body with a mission to lead and promote the development of the investment profession in the UK.

Currently held by over 15,000 investment professionals, the Investment Management Certificate (IMC) is recognized by the fund management industry as the entry level qualification of choice for those working in financial analysis and investment management in the UK.

As well being an FSA approved threshold competency e... [Read More]

Islamic Finance Qualification (Certificate)

The Islamic Finance Qualification (IFQ) is a ground-breaking qualification offered by the Chartered Institute of Securities & Investment (CISI) ?the professional qualification and membership body for the securities and investment industry.

The IFQ was initiated in 2006 by the Central Bank of Lebanon (Banque du Liban) and was developed by an Advisory Council for Islamic Finance (ACIF), a group of technical experts convened by the CISI in collaboration with Lebanese Ecole Supérieure des Affaires (ESA)

Investment Operations Certificate - IOC

The Investment Operations Certificate (IOC? was formerly known as the Investment Administration Qualification or IAQ? The IOC is a regulatory benchmark examination, required by certain individuals (those in overseeing roles as defined by the FSA) in operations functions to gain Approved Person status.

As a global practitioner led program for staff working in both wholesale and retail firms, the IOC equips candidates with an overview of the financial services industry and its regulation, as well as providing a detailed picture of particular industry sectors. It incorporates a... [Read More]

Excel for Financial Management & Modelling

Excel is a program that most of us pick up as we go along, the result being a basic level of competence that is sufficient for “getting by? The huge potential of the program often goes largely unexploited, due to both ignorance of what can be done (and how to do it) and the seemingly endless array of menu options that confronts and daunts the innocent user who attempts to explore beyond their comfort zone.

These courses offer practical, hands-on training on Excel’s features and functions, with a view to expanding the attendees’ appreciation of what can be accomplished u... [Read More]

Find a Job: Birmingham, Bradford, Bristol, Glasgow, Leeds, Leicester, Liverpool, London, Manchester, Sheffield


Please be aware that some of the training program information is generated from historical archives. Program/training course content subject to change. Programs/training courses and their availability may vary depending on campus, term, and delivery method. Please consult the school directly for latest update. Please email the webmaster directly for any editorial issues.

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