Executive Certificate in Introduction to Securities and Investment (International)

Fundamentals of Financial Services is an important first step in developing the essential basic knowledge required for working in financial services. Students will learn about the professional sector and commonly used financial products, such as shares, bonds and insurance and it will provide students with an understanding of financial terminology.

The workshop aims to provide students with an introduction to the basics of financial services with 7 elements. Each learning objective begins with one of the following prefixes: know, understand or be able to calculate. These words indicate the different levels of skill to be tested.

1. Introduction (The Financial Services Industry)
2. Economic Environment
3. Financial Assets and Markets (Providing information, Cash Deposits, Money Market Instruments, Property, Foreign Exchange Market)
4. Equities/Stocks
5. Bonds (Characteristics,Corporate Bonds)
6. Derivatives (Derivatives Uses, Futures, Options,Terminology, Derivatives/Commodity Exchanges, Swaps)
7. Investment Funds(Open-Ended/Mutual Funds,Closed-Ended Investment Companies, Real Estate Investment Trusts, Exchange-Traded Funds, Hedge Funds, Private Equity)
8. Financial Services Regulation (Financial Crime, Insider Trading and Market Abuse)
9. Other Financial Products (Retirement Planning, Loans, Mortgages, Life Assurance)

The Chartered Institute for Securities & Investment was formed in 1992 by London Stock exchange. It is a leading professional body for securities, investment, wealth and financial planning professionals. CISI has well-renowned qualifications that help you reach the requirements of globe regulators and markets, and also achieve core competence for job requirements. It is regarded as a competitive edge and a benchmark for most banks and financial institutions employees.

EL Education Academy is the accredited training partners to offer training for candidates preparing to sit CISI exams. It is supported by an Education Consultant and an elite group of lecturers with extensive international experience of consulting and teaching in Accounting and Finance, Securities and Investment, Law and Business Related courses at Universities and Colleges in the Guangdong-Hong Kong-Macau Greater Bay Area.