Course Overview
Key Features
• Prepare for a career in finance –the qualification provides an overview of the industry and will help prepare you for a career in financial services
• Available to all employees – there are no entry requirements and the exam is open to anyone
• A fast and affordable recognition – requiring only 100 study hours, the qualification can be achieved quickly and efficiently and successful completion will demonstrate your commitment to your profession
• Access to higher level qualifications – successful candidates can build on this qualification and progress to higher level CISI qualifications
• Free CISI Student membership – become associated with a Chartered professional body and take advantage of an extensive range of benefits
• Exams available online via remote invigilation or at one of our global test centres
Syllabus Summary
- Ethics and Integrity in Financial Services: Explores the key principles of ethical behaviour in financial services.
- Introduction – saving and borrowing: Defines key financial services terms and principles including savers, borrowers, equity, bonds, risk and reward, insurance and foreign exchange.
- Banking: Identifies the difference between retail and commercial banking and explains the functions of each banking type and their customers – individuals or corporates. Explains loans, mortgages and overdrafts, credit cards, interest rates and how they are calculated.
- Equities/Shares/Stocks: Explores the reasons for issuing shares to finance a company and the return that can be gained – dividend/ capital gain. Provides an understanding of shares, what they are for, and the the risks involved in owning them.
- Bonds: Identifies the two main issuers of bonds – companies and governments. Covers the features of bonds and the advantages and disadvantages of investing in bonds.
- Markets: Explains how a stock exchange operates, the purpose of a stock exchange index, and compares different stock markets around the world.
- Other areas of Financial Services: Highlights other key areas including: Fund Management, Foreign Exchange, Insurance and Retirement Planning.