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: |
€65 |
| Certification Fee: | €326 |
| Resit Fee: | €188 |
*The above fees include examination sitting, pdf workbooks and certification.
Get Qualified is an initiative that supports the personal development of individuals for the achievement of qualifications and certifications required by industry. The incentive is applicable to individuals following a course of studies leading to a certification, diploma, degree or post-graduate degree courses. Upon successful completion the student will benefit from a 70% tax credit enabling them to recover part of the costs incurred.
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.
80 hours
1 hour – 50 multiple choice question examination
The Certificate in Investment Operations is a global practitioner-led programme for administration and operations staff working in both wholesale and retail firms.
Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
The Diploma in Investment Operations offers practitioners the opportunity to specialise in the administration of investment funds and custody and settlement.
The Certificate in International Advanced Wealth Management is a higher-level qualification for experienced wealth managers and investment advisers.
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