Certificate in Investment Management
Prepare for the CISI Certificate in Investment Management, from the fundamentals of financial services and investment to UK regulation and investment management.
Learning Objectives
5 objectivesDescribe the structure of the financial services industry and the basics of saving, borrowing, banking and markets.
Explain the main types of investment, including equities, bonds, funds and derivatives, and how they work.
Explain the UK regulatory framework and the professional integrity expected of those working in investment management.
Describe how client portfolios are managed, covering strategy, suitability, risk and rebalancing.
Value securities, and measure and benchmark investment returns.
Programme Outline
4 topicsFundamentals of Financial Services
An introduction to ethics, saving and borrowing, banking, equities, bonds, derivatives and markets, and to insurance, fund management and fintech.
Introduction to Investment
The financial services sector and economic environment, the main investment types, regulation, tax and investment wrappers, other financial products, and financial advice.
UK Regulation & Professional Integrity
The regulatory framework for UK financial services and the integrity expected of those working in investment management.
Investment Management (Level 4)
How managers run client portfolios: strategy and styles, suitability and risk, company accounts and securities valuation, collective and alternative investments, and benchmarking.
Hands-On Resources
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