European Institute of Management and Finance | CISI International Introduction to Securities and Investments
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CISI International Introduction to Securities and Investments

 

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.

 

The qualification focuses on international markets and covers key financial principles and products in depth including assets and markets, equities, bonds, derivatives and investment funds. 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 understanding of ethical behaviour and acting with integrity.

 

 

Training Objectives

 

Each learning objective begins with one of the following prefixes: know, understand or be able to calculate. These words indicate the different levels of skill to be tested.

 

  • know require the candidate to recall information such as facts, rules and principles
  • understand require the candidate to demonstrate comprehension of an issue, fact, rule or principle
  • be able to calculate require the candidate to be able to use formulae to perform calculations

 

 

Training Outline

 

  • Introduction
  • Economic Environment
  • Financial Assets and Markets
  • Cash Deposits
  • Money Market Instruments
  • Property
  • Foreign Exchange Market
  • Equities/Stocks
  • Bonds
  • Corporate Bonds
  • Derivatives
  • Investment Funds
  • Financial Services Regulation
  • Other Financial Products

 

 

Training Style

 

The programme is designed to enhance participants’ broad understanding via short lectures, practical examples, and practice questions.

 

Most of the training delivery will be based on the CISI International Introduction to Securities and Investments syllabus and the related national regulations. Participants will also benefit from extensive Q&A sessions throughout the course, which can be ideal for general learners and candidates pursuing the respective exam.

 

 

CPD Recognition

 

This programme may be approved for up to 5 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.

 

Professionals requiring CPD units to meet the education requirements for CySEC licence renewal, and/or for maintaining other professional memberships/certifications which accept CPD in Financial Regulation, are advised to consider training subjects in categories that indicate  CPD training in AML and CPD training in Financial Regulation.

 

 

Who should attend

 

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.

 

 

Chartered Institute for Securities & Investment (CISI)

 

The CISI is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, they have a global community of circa 45,000 members in 104 countries. The CISI sets standards of professional excellence, providing qualifications and promoting the highest level of competence.

 

 

CISI and EIMF

 

The CISI and EIMF have a long-lasting collaboration in organising training and development events and promoting opportunities that are of value to the CISI members as well as to securities, investment, wealth and financial planning professionals. The CISI has awarded the EIMF the “Authorised Training Provider” status, which allows EIMF to offer quality preparation courses for participants pursuing the CISI certificates, such as the CISI Global Financial Compliance.

 

 

Optional Exam

 

The objective of the examination is to provide candidates with a basic introduction to the financial services industry with a particular focus on investments.

 

The examination will test candidates’ knowledge and understanding of the following elements:

 

  • Introduction
  • Economic Environment
  • Financial Assets and Markets
  • Equities/Stocks
  • Bonds
  • Derivatives
  • Investment Funds
  • Financial Services Regulation
  • Other Financial Products

 

 

CISI Membership at EIMF

 

As a member of a Chartered professional body you will benefit from an enhanced status in the financial services sector globally. You will become a part of an organisation which holds the respect of governments and firms around the world, and can communicate with the public on an authoritative and clear level. Find more information