Chools - Dalilna |Chartered Investment Counselor (CIC)

About Course

A Chartered Investment Counselor (CIC) course is a professional certification program for investment advisers who have the Chartered Financial Analyst (CFA) designation and work with high-net-worth clients. The course covers topics such as portfolio management, financial planning, and ethics. The CIC certification is recognized as a mark of excellence and professionalism in the investment counsel industry.

Eligibilities

To be eligible for the CIC course, you must meet the following requirements: You must have at least three years of professional work experience in the area of portfolio management, financial analysis, or investment in general. You must have no record of ethical misconduct, as determined by the IAA Admissions Committee. You must hold the Chartered Financial Analyst (CFA) designation. You must complete a written case study provided by the IAA. You must be a member of an IAA-recognized firm and provide a letter of reference from a senior executive of your firm.