Course Details

Key Features/Overview of the Course:

• A comprehensive entry-level qualification - provides a detailed overview of investment and industry terminology from a global perspective.
• It is the first step/foundation exam for higher level CISI’s qualifications
• It is taken by many practitioners as it is the foundation exam for higher level CISI qualifications.
• The award provides an overview of all areas of investment.
• This qualification detail regulation focusing on financial crime, insider trading and market abuse, and provides candidates with an understanding of ethical behavior and acting with integrity.
• Taken as a stand-alone qualification or as part of the Investment Operations Certificate (IOC)
• The qualification covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life assurance.
• It explores the broader economic environment in which the financial services industry operates and looks at how economic activity is determined and managed in different economic and political systems.
• Free CISI Student membership