How you’d get this certificate
- Zavmo teaches you. You learn the units one-to-one with an AI tutor, on your own work.
- You register with an approved centre. That is a college, training provider or employer Chartered Institute for Securities & Investment has approved to offer this qualification. Zavmo is not an approved centre, so you register with them, not with us.
- The centre assesses, and Chartered Institute for Securities & Investment awards. A qualified assessor at the centre judges your evidence, and the certificate comes from Chartered Institute for Securities & Investment.
Suitable for a wide range of staff involved in managing investments; no previous qualifications are required Senior professionals are closely involved in the development of the programme ensuring the exams are work related Recognised by the FCA – the Certificate in Investment Management features on the Financial Conduct Authority’s Appropriate Qualification tables (regulated activities 14 and 10) Receive one year's free Student membership of the CISI Earn CPD hours upon successful completion of the qualification Access to Associate membership and ACSI designatory letters Exams available online via remote invigilation or at one of our global test centres Qualification factsheet
These are the units Chartered Institute for Securities & Investment registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated. Zavmo teaches towards them on your own work, and work done here is recognised as prior learning under the agreements we hold.
Zavmo is not an awarding body, is not an approved centre, and is not affiliated with Chartered Institute for Securities & Investment. It does the teaching and the mapping. Chartered Institute for Securities & Investment sets this qualification and awards it, and a qualified human assessor makes the assessment decision.
Free first step
Try a free Future Fluency lesson first
The free part is a Future Fluency lesson on using AI at work. It is not part of this qualification. Next, a free account. We build your plan for this qualification as you set up. Teaching towards this qualification begins when you subscribe.
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What each unit actually teaches you to do
Investment Management Real unit · Chartered Institute for Securities & Investment
What you'll be able to do
- Understand microeconomic theory and macroeconomic analysis.
- Understand financial mathematics and statistics.
- Understand different asset classes and investment strategies.
- Understand collective investments.
- Understand derivatives.
- Understand other types of investments.
- Understand how financial markets operate.
- Understand principles of accounting and specified statements and reports.
- Understand investment analysis techniques.
- Understand taxation principles relating to investments.
- Understand portfolio management techniques.
- Understand performance measurement methodologies.
UK Regulation & Professional Integrity Real unit · Chartered Institute for Securities & Investment
What you'll be able to do
- Understand the UK financial services industry within the global economy, including its structure, key players, and role in economic growth.
- Understand UK financial services and consumer relationships, including the rights and responsibilities of both providers and consumers of financial services.
- Understand relevant legal concepts as they relate to financial advice, including contract law, tort law, and agency law.
- Understand UK trusts, including their different types, uses, and tax implications.
- Apply ethical standards, professional codes of conduct and professional ethics within the context of financial services, ensuring integrity and acting in the best interests of clients.
- Understand how the UK financial services are regulated, including the roles of the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA).
- Understand the supervisory objectives, principles and processes of the Financial Conduct Authority and the Prudential Regulation Authority, including their approach to risk-based supervision.
- Comply with the regulatory obligations relating to regulated activities, firm authorisation and approved persons, ensuring adherence to FCA and PRA rules.
- Comply with the legal and regulatory obligations relating to financial crime, including money laundering, terrorist financing, and fraud.
- Ethically apply the regulatory framework as it relates to complaints and compensation, ensuring fair treatment of customers and compliance with the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS).
- Understand how to treat customers fairly when providing advice and services in accordance with the FCA regulatory framework, ensuring transparency, clarity, and suitability.
The national standards these units are built against
What the job actually needs, in the words employers and awarding bodies already use for the work itself.
- Standard
Analyse and report investment implications of international economics and foreign exchange markets
- Standard
Analyse and report investment implications of sector economics
- Standard
Implement a defined investment strategy
The jobs these credits are mapped to
A qualification is never a dead end here. Each of these is a job record this qualification is a mapped route into.
- 23 records
- 1 record
- 1 record
- 1 record
- 4 records
- 2 records
Showing 6 roles, drawn from 513 job records mapped to this qualification. Near-identical records are folded together, and each row says how many it stands for.
Where this can lead
Chief Investment Officer (CIO)
A Chief Investment Officer role can lead to running another firm, taking a board seat across several organisations, or moving into research and advisory work in finance.
See the whole journeyThe credits, and who awards them
Level 4 credits are regulated, and they are awarded by Chartered Institute for Securities & Investment rather than by Zavmo. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you have covered and what is next.
What you would be collecting
Investment ManagementUK Regulation & Professional Integrity
Each one is a real unit registered against this qualification.
How you’d practise it
You don’t watch this. You do it.
You are not assessed on remembering this. You are assessed on applying it, analysing it, evaluating it and producing something. So that is what the practice is: projects, role play and your own live cases, with a tutor in the room.
The Coach · your practice partner Illustration - Lead it Apply
“Investment Management” is practised on the team you actually have. You talk through the call you are about to make, and Zavmo makes you say it the way you would say it to them.
What you leave holding
The standards this credential builds, in the shape the product keeps them
Nothing here is marked learned. There is no learner on a public page, so the map shows what the qualification covers rather than what anybody has done.
- Analyse and report investment implications of international economics and foreign exchange markets
- Analyse and report investment implications of sector economics
- Implement a defined investment strategy
How you would learn this
One to one, on the work you already do
A tutor sets the task against your own job and marks the reasoning, at your pace. There is no cohort to fall behind.
A lesson from Investment Management, one of this qualification's own units.
Applied to your work in any of these jobs
Learners will develop a comprehensive understanding of investment management, including economic theories, financial mathematics, asset classes, investment strategies, collective investments, derivatives, and financial market operations.
- 1 Remember
- 2 Understand
- 3 Apply
- 4 Analyse
- 5 Evaluate
- 6 Create
It is £70 a month, billed monthly. Your free first module is Future Fluency, and you can cancel any time. Teaching towards this qualification begins when you subscribe.
Built for CISI Level 4 Certificate In Investment Management
2 units in this credential, in the order it lists them, awarded by Chartered Institute for Securities & Investment.
- Investment Management
- UK Regulation & Professional Integrity
Free tools
Want a read on where you stand?
Three free tools, no account needed. Each one ends with a role, a level and a way in.
Learned on your own work, taught one-to-one.
Everything you just read, learned one-to-one on the job you already do. Your free first module is Future Fluency, so you can see how the teaching works before you pay for anything.
Build my plan, freeNo card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.
The title, level, credits, guided learning hours and unit learning outcomes on this page are taken from the Ofqual Register of Regulated Qualifications. Contains public sector information licensed under the Open Government Licence v3.0. Where this data comes from.