This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. A stand-alone global qualification as well as a unit within the Investment Operations Certificate (IOC) programme, this exam has been specifically designed to meet the needs of new entrants to the global investment industry. Focusing on international markets, it provides an overview of all areas of investment.
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, life assurance and protection insurance.
- Economic environment
- Financial assets and markets
- Investment funds
- Financial services regulation
- Other financial products
We offer a self paced online learning programme towards the International Introduction to Securities and Investment.
Chapter question and mock exam book as well as an extensive question bank online with diagnostic tools to analyse your performance and improve your performance
About the exam
International Introduction to Securities and Investment is examined via computer based testing and exams take place throughout the year.
The exam consists of 50 multiple choice questions and lasts 1 hour.
Who is this course for?
It is suitable for new entrants to the professional sector 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.
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