Course Brief

Topics to be covered:

  • Providing Information
  • Cash Deposits
  • Money Market Instruments
  • Property
  • Foreign Exchange Market

 

 


Providing information

On completion, the candidate should:

  • know relevant sources of information for investment products, costs and charges:
    • key investor information documents
    • prospectuses
    • financial statements
    • financial data

 

Cash Deposits

On completion, the candidate should:

  • know the characteristics of fixed-term and instant-access deposit accounts
  • understand the distinction between gross and net interest payments
  • be able to calculate the net interest due given the gross interest rate, the deposited sum, the period and the tax rate
  • know the advantages and disadvantages of investing in cash

 

Money Market Instruments

On completion, the candidate should:

  • know the difference between a capital market instrument and a money market instrument
  • know the definition and features of the following:
    • treasury bill
    • commercial paper
    • certificate of deposit
  • know the advantages and disadvantages of investing in money market instruments

 

Property

On completion, the candidate should:

  • know the characteristics of property investment:
    • commercial/residential property
    • direct/indirect investment
  • know the potential advantages and disadvantages of investing in property

 

Foreign Exchange Market

On completion, the candidate should:

  • know the basic structure of the foreign exchange market including:
    • currency quotes
    • settlement
    • spot/forward
    • short-term currency swaps
  • Introduction to Securities & Investment (International)

    CISI’s International Introduction to Securities and Investment (IISI) provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. As well as being a standalone qualification, this programme is the introductory unit of CISI’s Investment Operations Certificate (IOC).


    Who should attend?

    This qualification is intended for new entrants who are beginning their career in the financial services industry. It is also suited to new or experienced investors with an interest in acquiring a more detailed understanding of investment products and financial markets. The programme covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages, life assurance and protection insurance.

    What's more, through the partnership between CISI and ACCA, ACCA members and affiliates can join CISI without having to pay an initial membership joining fee (worth up to £50).


    Certification

    The Chartered Institute for Securities & Investment (CISI) is the leading professional body for those who work in, or aspire to work in, the investment sector, and they are passionately committed to enhancing knowledge, skills and integrity – the three pillars of professionalism at the heart of their Chartered body. Formed in 1992 by London Stock Exchange practitioners, CISI has a global community of more than 40,000 members in 121 countries.


    Click here to see the content and structure of the CISI IISI programme.