Introduction to Investment

Introduction to Investment

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Excl. Tax: £995.00 Incl. Tax: £1,194.00


About The Course

The Introduction to Investment offers a comprehensive introduction to the financial services sector, with a specific focus on investments. It is the foundation exam for many higher level CISI qualifications.

A stand-alone qualification as well as the introductory unit of the Investment Operations Certificate (IOC) programme, this exam provides an overview of all areas of investment to new entrants to the financial services industry.

The qualification 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 sector operates and looks at how economic activity is determined and managed in different economic and political systems. The qualification offers a first introduction to financial services regulation and ensures candidates are provided with an understanding of ethical behaviour and acting with integrity.

Key features:

  • A broad entry-level qualification – provides an overview of investment and professional terminology
  • 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
  • Free CISI Student membership – become associated with a Chartered professional body and take advantage of an extensive range of benefits

The qualification is achieved by successfully passing a multiple-choice question exam. The Introduction to Investment is accredited by Ofqual as the level 3 Award for Introduction to Investment and as a level 3 qualification on the Regulated Qualifications Framework (RQF). On the European Qualifications Framework, this equates to a level 4 qualification.

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Who Should Attend?

It is suitable for new entrants to the professional sector and staff who are beginning their career in financial services. The broad topics covered make the qualification suitable for all staff, not just those responsible for making investment decisions, including administration, finance and accounting, IT, customer services, sales and marketing and HR and training.

What’s Included?

  • Refreshments & Lunch
  • Course Slide
  • Official Study Guides
  • Official Exam
  • Exam Voucher


There are no prerequisites for this course.

Book This Course

Location Days Dates Cost Book
London 2 Days £995 + VAT

Additional Information

Additional Information

START DATE Mar 18, 2019
END DATE Mar 19, 2020
City No
Excl. Tax: £995.00 Incl. Tax: £1,194.00

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