On completion, the candidate should know the role of the following within the financial services industry:
retail banks/commercial banks:
- savings institutions
- investment banks
- private banks
- retirement schemes
- insurance companies
- fund managers
- third-party administrators
- industry trade bodies
- sovereign wealth funds
- peer to peer/crowdfunding
- 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).
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.