CISI IAD Hints and Tips to Success

Dear <<First Name>>,

We are supporting more people to achieve the Investment Advice Diploma (IAD) qualifications through our open and in-company courses and we support a growing number of people on a one-to-one basis.

Working with people at this stage in their studies helps to develop the underpinning knowledge and study skills to enable them to progress successfully to a higher level such as the Chartered Wealth Manager qualification.

This month I am giving some of my tips for people taking IAD qualifications and providing dates for open courses this summer. These are particularly important for people hoping to be ready to start Chartered Wealth Manager courses in September.

Please share this with anyone taking IAD or other Level 4 qualifications whom may find this useful.

Dates for our Summer IAD courses are contained in this newsletter.

You can still make bookings for our revision courses starting in May and June 2016 for the PCIAM and all Chartered Wealth Manager papers in both London and Liverpool. Dates for our Autumn Chartered Wealth Manager courses will soon be on our website.  We also offer support for other CISI qualifications. Contact us now to make a provisional booking at: or phone 0203 292 9229.

We provide excellent additional support including in-house courses, one to one sessions, email support, mock exam papers with comprehensive feedback and online revision material.

Our services are flexible and comprehensive representing real value for money to achieve the highest chance of success. If you are taking an exam with us, you'll feel like we’re taking it with you! 

Don't miss out - visit our website for all dates and online booking.

Best wishes,

0203 292 9229


CISI IAD Hints and Tips to Success

All but one of the IAD exams are tested by multiple choice questions. Having written questions for the CISI previously, I can verify that they are specifically written to assess knowledge and application against some quite complex scenarios. Each question will have distractors that will carefully root out whether your understanding is solid. The message I am trying to put across here is that just because it is a multiple choice exam, you still need to know the syllabus as well as if it were a written exam.

Planning your study is essential to success. Working back from your exam date, set time to read and revise each chapter. Make a study plan, detailing your objectives for each session and stick to it. Only study at your most receptive time when you can quietly concentrate and you know you will achieve the most. An hour at a time is often enough for most people.

It is essential to make your own revision aids. Highlighting points in the course workbook is not enough. By using more of your senses, it will be easier to internalise the information.

Think about how you remember things best, are you a visual or auditory learner? If you are visual, try mind maps using colour, lists, revision cards, flow diagrams, pictures/diagrams etc. If you remember things best when you hear them, try recording them to listen to on the way to work. The fact is, you have a lot of information to remember and you need to make learning aids that work for you so that you can quickly recall the information in the exam.

Completing mock tests is essential and in the case of the Private Client Advice (PCA) exam, try to get a paper marked by an expert. If you experience difficulties with any part of the syllabus, get help sooner rather than later. Don’t hope it won’t come up in the exam. The CISI examiners test rigorously across the syllabus and the chances are that it will come up.

Make sure you are prepared for the exam both in terms of the information you need to know and remember and being rested and ready to take the exam. Arrive early with all of the information the CISI require you to take.

Exam technique is very important. If you are taking the multiple choice exam, try to skim over the paper before you start. Work your way carefully through the questions you know, giving careful attention to the distractors before answering. Flag the questions you do not know so that you can return to them when you have answered all of the ones you can deal with well. This avoids spending too much time on questions you don’t know when you could be maximising marks by answering those you do. If you are taking the Private Client Advice (PCA) narrative exam, make sure you read the questions carefully and answer exactly what has been asked to get maximum marks. Allocate your time to questions based on the marks available and allow time to read through at the end.

Glascow Consulting Ltd offers in-company courses and one-to-one support around the country on request. Open courses for this summer in London are as follows:

UK Regulation and Professional Integrity       22-24 June     £600 plus VAT
Investment Risk and Taxation                         28-30 June     £600 plus VAT
Securities                                                            5-7 July       £600 plus VAT

Our courses teach key areas of the syllabus and offer plenty of exam practice.
To book, please call us on 0203 292 9229 or email us at

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