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.
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:
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.
Fintech represents an unprecedented level of freedom, accessibility and innovation in financial services and products. As new ground continues to be broken, unforeseen challenges, obstacles and opportunities emerge. This course covers understanding what is Fintech, History and Innovations, Sectors, Trends and Products & Fintech and the wider world.
Machine learning (ML) – a subset of artificial intelligence (AI) – has implications for almost every facet of public life, including finance and the financial sector. It can manifest and be applied in a multitude of ways This module will explore the basic concepts of ML, as well as what it might mean for the future.
Blockchain technology has grown rapidly over the past few years, in part fuelled by an explosion of innovative thinking in areas in which it could be used. This module describes Blockchains and investigates its value drivers and the potential areas of impact on the financial markets.
The hopes and fears sparked by Artificial Intelligence (AI) have raised it to an almost mythical status. Some foresee a widespread loss of jobs and the apocalyptic emergence of hostile robotic consciousness, while others dream of a tailor-made world, where every thankless or repetitive task is delegated to machines, and infallible tools put an end to illness and crime. This module gives an insight into AI and provides a deeper understanding of how it is, and will be, used. Additionally, this module also looks at some of the ethical questions raised by AI.
Cryptocurrencies exist as both an intangible and, in some cases, unbacked source of wealth and a minable finite asset, the full potential and risks of which remain to be seen. In this module, we explore what a cryptocurrency is, how, and if they can be adequately regulated, the way they are traded and what role they might play in the future.
Behavioural finance has been described as ‘the study of human fallibility in competitive markets’ or as ‘the application of the psychology of decision making to financial market behaviour’. This module explores the background to Behavioural finance, its implications, the regulator’s perspective, and the role of biases and mental ‘rules of thumb’ (known as heuristics).
This module examines how and why it is important for firms to gather customer data, the process involved in developing, implementing and reviewing portfolios, how Environmental, Social and Governance (ESG) and ethical issues can be incorporated into an Investment Strategy, and the ways in which portfolios can be evaluated.
Conventionally, investors select a range of investments with the goal of maximising total returns within their risk tolerance levels. With Environmental, Social and Governance (ESG) investing, environmental and social considerations also apply. This module examines what ESG is, why it matters, ways to invest, the screening processes that are available, corporate social responsibility, faith-based investing, ESG investment indices, and the future of ESG.
As understanding of the importance of tackling climate change has risen, as well as greater awareness of a range of Environmental Issues, Ethical, Responsible and Sustainable investing has grown in importance and popularity. Green bonds and asset-backed securities offer an alternative for investors concerned with the environmental and ethical impact of how their money is used. This module will explore the various types of bonds and securities available, as well as their benefits and risks.