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CISI International Introduction to Investment

This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective.

160.00

Course Overview

This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. It is the first step in the CISI’s qualification pathway, and it is taken by many practitioners as it is the foundation exam for higher level CISI qualifications.

The International Introduction to Investment offers a broad introduction to the financial services professional sector, with a specific focus on investments from a global perspective. The course focuses on international markets and covers key financial principles and products in depth including assets and markets, equities, bonds, derivatives and investment funds.

It explores the broader economic environment in which the financial services profession operates and looks at how economic activity is determined and managed in different economic and political systems. The course offers an introduction to financial services regulation and ensures candidates are provided with an understanding of ethical behaviour and acting with integrity.

The current Syllabus (Edition 16) for the Certificate in International Introduction to Securities & Investment is valid from 10 September 2023 until 9 September 2024.


Learning Outcomes
Each learning objective begins with one of the following prefixes: know, understand or be able to calculate. These words indicate the different levels of skill to be tested. Learning objectives prefixed:
  • know require the candidate to recall information such as facts, rules and principles
  • understand require the candidate to demonstrate comprehension of an issue, fact, rule or principle
  • be able to calculate require the candidate to be able to use formulae to perform calculations

Course Features

  • An entry-level qualification – provides an overview of investment and professional terminology from a global perspective without focusing on a specific jurisdiction
  • 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
  • Meets the ESMA appropriate qualification requirements for information givers
  • Exams available online via remote invigilation or at one of our global test centres

Accreditation and CPD Recognition

This programme has been developed by the European Institute of Management and Finance (EIMF), a globally-recognised training institution.

The syllabus is verified by external subject matter experts and can be accredited by financial bodies for 8 CPD Units that approve education in general financial training, such as the CISI.

Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.


Registration and Access

To register to this course, click on the ”Add to Cart” button to pay online and receive your access instantly. If you are purchasing this course on behalf of others, please be advised that you will need to create or use their personal profile before finalising your payment.

If you wish to receive an invoice instead of paying online, please Contact us here. Talk to us for our special Corporate Group rates.

  • Introduction
  • Economic Environment
  • Equities/Stocks
  • Bonds
  • Other Financial Assets
  • Derivatives
  • Investment Funds
  • Financial Services Regulation
  • Other Financial Products
  • Financial Advice

The course is offered fully online using a self-paced approach. The learning units are based on video-led material. Learners may start, stop and resume their training at any time.

At the end of the training, participants take a Quiz to complete their learning and earn a Certificate of Completion. Participants will also have access to 100 online multiple choice questions, which can be ideal for candidates pursuing the respective exam.

This course is ideal for anyone pursuing the CISI Level 3 Award in International Introduction to Investment. It is also suitable for new entrants to the profession and staff who are beginning their career in financial services. The broad topics covered in the course makes it ideal for all staff in financial services, including administration, finance and accounting, IT, customer services, sales and marketing and HR.

Please Note: Official Exam is not provided, It should be purchased separately.

To book your exam please visit the CISI Website

Accreditation and CPD Recognition

This programme has been developed by the European Institute of Management and Finance (EIMF), a globally-recognised training institution.

The syllabus is verified by external subject matter experts and can be accredited by financial bodies for 8 CPD Units that approve education in general financial training, such as the CISI.

Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.

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