This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. It is the first step in the CISI’s qualification pathway, and it is taken by many practitioners as it is the foundation exam for higher level CISI qualifications.
The qualification covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life assurance.
It explores the broader economic environment in which the financial services industry operates and looks at how economic activity is determined and managed in different economic and political systems. This qualification offers a first introduction to financial services regulation focusing on financial crime, insider trading and market abuse, and provides candidates with an understanding of ethical behaviour and acting with integrity.
It is intended for new entrants and staff who are beginning their career in the financial services industry. 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 service, sales and marketing and HR and training.
There are no specific entry requirements
Step 1: Download registration form (intake currently closed)
Step 2: Fill in and send by email to [email protected]
Step 3: Effect payment
Step 4: Upon receipt of payment registration is processed.
UNIT 1: Introduction to Securities & Investment
| Title: CISI International Introduction to Securities and Investments | Fees: |
| CISI One time registration Fee: |
€85 |
| Certification Fee: | €350 |
| Resit Fee: | €195 |
*The above fees include examination sitting, pdf workbooks and certification.
Chartered Institute for Securities & Investment (CISI)
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals.
This Diploma has been developed to provide employees advising and/or dealing in Securities or Derivatives, advising on packaged products and/or Managing Investments with the knowledge and skills required for their job roles.
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Private Client Investment Advice & Management (PCIAM) enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.
The Certificate in Investment Operations is a global practitioner-led programme for administration and operations staff working in both wholesale and retail firms.
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