Course Overview
Key Features
• A comprehensive entry-level qualification – provides a detailed overview of investment and industry terminology from a global perspective
• First step in the CISI’s qualification pathway – can be taken as a stand-alone qualification or as part of the Investment Operations Certificate (IOC)
• Ideal for induction purposes – can be integrated into induction programmes to ensure a benchmark level of understanding amongst all employees
• Free CISI Student membership - become associated with a Chartered professional body and take advantage of an extensive range of benefits
Syllabus Summary
• Introduction
• Economic environment
• Financial assets and markets
• Equities
• Bonds
• Derivatives
• Investment funds
• Financial services regulation
• Other financial products