International Introduction to Securities and Investment
INVESTMENT
DURATION
START DATES
DELIVERY MODE
ASSESSMENT
COURSE OVERVIEW
The International Introduction to Investment offers a broad introduction to the financial services professional sector, with a specific focus on investments from a global perspective. It is the foundation exam for many higher level CISI qualifications.
It explores the broader economic environment in which the financial services profession operates and looks at how economic activity is determined and managed in different economic and political systems. The qualification offers an introduction to financial services regulation and ensures candidates are provided with an understandin
COURSE OBJECTIVE
TARGET AUDIENCE
It is suitable for new entrants to the profession and staff who are beginning their career in financial services. The broad topics covered make the qualification suitable for all staff, not just those responsible for making investment decisions, including administration, finance and accounting, IT, customer services, sales and marketing and HR and training.
WHAT YOU WILL STUDY
- Introduction
- Economic Environment
- Equities/Stocks
- Bonds
- Other Financial Assets
- Derivatives
- Investment Funds
- Financial Services Regulation
- Other Financial Products
- Financial Advice
LEARNING OUTCOMES
- An entry-level qualification – provides an overview of investment and professional terminology from a global perspective without focusing on a specific jurisdiction.
- First step in the CISI’s qualification pathway – can be taken as a stand-alone qualification or as part of the Investment Operations Certificate (IOC).
OPPORTUNITY FOR FURTHER STUDY
Participants who successfully complete the CISI Certificate in International Introduction to Securities and Investment can enrol on the other CISI courses, UIBFS Chartered Banker Program or take up another short course from the Institute.