PROGRAM DESCRIPTION

FINMARK - CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT (CISI) CERTIFICATION

The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Students who are looking for jobs in Banks, Investors who want to build a Financial Plan, Bank Employees, Investment Advisors, Private Bankers and Wealth Managers can participate.

1. INTERNATIONAL INTRODUCTION TO SECURITIES AND INVESTMENTS (ONLINE AND OFFLINE):

The objective of this course is to provide candidates with a basic introduction to the financial services industry with a particular focus on investments. The examination will test candidates’ knowledge and understanding of the following elements:

Introduction
Economic Environment
Financial Assets and Markets
Equities/Stocks
Bonds
Derivatives
Investment Funds
Financial Services Regulation
Other Financial Products

2. INTERNATIONAL CERTIFICATE IN WEALTH & INVESTMENT MANAGEMENT (ICWIM) (ONLINE AND OFFLINE):

The International Certificate in Wealth & Investment Management covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. The qualification will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is an entry level qualification for international candidates working in private banking and wealth management roles..