IISI: International Introduction to Securities & Investment
powered by the Chartered Institute for Securities & Investment
Non editable automatic button
Professional Studies (APS) partners with the Chartered Institute for Securities
& Investment (CISI), the leading professional body for securities, investment,
wealth and financial planning professionals for this online course.
course provides a comprehensive introduction to the financial services industry
with a specific focus on investments from a global perspective. At the end of
this course you will be prepared for the Chartered Institute for Securities
& Investment’s International Introduction to Securities & Investment
2. Course Outline
The Financial Services Sector
The Economic Environment
Financial Assets and Markets
Regulation and Ethics
Other Financial Products
3. Key Learnings
Understanding the core role
that the financial services sector performs within the economy.
Understanding the factors
which determine the level of economic activity.
Understanding how goods and
services are paid for and how credit is created.
Knowing relevant sources of
information for investment products, costs and charges.
Understanding the main aims
and activities of financial services regulators.
4. Key features
A comprehensive entry-level
qualification – provides a detailed overview of investment and industry
terminology from a global perspective
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
5. Target Audience
course is intended for new entrants and staff who are beginning their career in
the financial services industry. 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 service, sales and marketing and HR and training.
6. Training Method
course is offered fully online using a self-paced approach. Training method
consists of videos and knowledge tests. Participants are able to stop and
resume the course at any time.
the videos, participants take a Quiz to complete their learning unit and once
all quizzes have been passed successfully they earn a Certificate of
If you successfully complete the International
Introduction to Investment you will be eligible for Affiliate membership of the
CISI. Membership enables you to develop your career, increase your competence
and maintain the highest standards of personal integrity. The programme of free
professional benefits assists you to keep up to date with the industry.
Further CISI qualifications
Completing this foundation qualification will give you
access to further CISI qualifications including the full Investment Operations
8. Registration and Access
To register to this course, click on the “Enroll” button. In case you are purchasing this course on behalf of others, keep in mind that you will have to create or use their personal profile before completing your payment.
If you wish to receive an invoice instead of paying online, please contact us at email@example.com. Access to the course is valid for 90 days.
Petros Florides, Chartered FCSI, is co-founder and Past-President of the Chartered Institute for Securities & Investment (CISI) National Advisory Council in Cyprus. Petros has been a finance professional within the securities and investments industry for over 25 years in the areas of private banking, fund management, stockbroking, private equity, principal trading, micro-finance and other domains of investment services. Since 2008, Petros has also been serving as a non-executive director on a variety of boards in different countries and also providing 'off-the-shelf' and bespoke training & development to financial-services practitioners at all levels of an organization. In addition to his qualification with the CISI, Petros is an honors graduate in Accountancy, a Chartered Management Accountant, holds the Diploma in Company Direction with the UK Institute of Directors, and is a Certificant of the UK Institute of Risk Management.