CISI
Level 3
QN: 501/0782/3
Curriculum Active
CISI Level 3 Award for Introduction to Investment
Official qualification regulated by Ofqual, awarded by CISI. Classified as a Vocationally-Related Qualification. Total guided learning hours: 80 hours.
Qualification Level
Level 3
Awarding Body
CISI
Syllabus Units
1 Units
Guided Hours
80 hrs
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Introduction to Securities and Investment
Verified
Key Learning Objectives:
- Understand the financial services industry and the key investment distribution channels within it, distinguishing between retail and professional business
- Understand the economic environment
- Understand Financial Assets and Markets
- Understand how a company is formed and the differences between private and public companies
- Understand the main types of bonds and the advantages and disadvantages of investing in different types of bonds
- Understand the major types of derivatives
- Understand the different types of investment funds
- Understand financial services regulation and its application
- Understand investment wrappers, taxation and trusts
- Understand other retail financial products: loans, mortgages and life assurance
Regulatory & Verification Details
- Qualification Number (QN)
- 501/0782/3
- Regulated Status
- Available to learners
- Awarding Body
- CISI
- Qualification Type
- Vocationally-Related Qualification
- Operational Start
- Aug 2010