Course Brief

Topics to be covered include:

  • Retirement Planning
  • Loans
  • Mortgages
  • Life Assurance

 


Retirement Planning

On completion, the candidate should:

  • know the reasons for retirement planning
  • know the basic features and risk characteristics of retirement funds:
    • state schemes
    • corporate retirement plans:
      • defined benefit
      • defined contribution
    • personal schemes

Loans

On completion, the candidate should:

  • know the differences between bank loans, overdrafts and credit card borrowing
  • know the difference between the quoted interest rate on borrowing and the effective annual percentage rate of borrowing
  • be able to calculate the effective annual percentage rate of borrowing, given the quoted interest rate and frequency of payment
  • know the difference between secured and unsecured borrowing

 

Mortgages

On completion, the candidate should:

  • understand the characteristics of the mortgage market:
    • interest rates
    • repayment
  • know the prohibition on interest and the types of mortgage contracts that exist in Islamic finance

 

  • 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.