- International Introduction to Investment
The Introduction to Investment qualification has been specifically designed to meet the needs of new entrants to the investment industry, providing an overview of all areas of investment. This foundation qualification offers staff in a wide range of roles a valuable understanding of the language of the industry and provides firms with a benchmark entry level qualification which can be used for induction purposes. It comprises one examination of one hour’s duration. Available in both English & Arabic, this exam is taken as the first step in obtaining other CISI specialist qualifications.
Who is it for: CISI recommend that Introduction to Investment is part of an induction programme taken by all new employees, irrespective of job title. The new syllabus allows the qualification to be taken by a range of staff not just in traditional investment administration roles. It will be especially relevant to the following job roles: Administration, Investment Operations, Call and Contact Centers, Finance & Accounting IT, Customer Service, Fund management & Sales & Marketing support, Compliance, HR and Training
A stand alone qualification, successful completion of this training program will lead to an “Award in International Introduction to Investment”.
- International Investment Management (ICertIM)
ICertIM is targeted at professionals engaging in managing investments, designed to test the competence of individuals in private client, discretionary portfolio and fund management.
Upon successful completion of the International Investment Management & UAE Financial Rules & Regulations (a local regulatory paper, see details below) the participants will receive the full qualification i.e. Certificate in International Investment Management (ICertIM).
Download Syllabus - International Investment Management (ICertIM)
- UAE Financial Rules and Regulations
The Chartered Institute for Securities & Investment (CISI) and the Securities and Commodities Authority (SCA), the regulatory body for the securities and investment market in the United Arab Emirates (UAE), are working together to implement the mandatory qualification and licensing regime for the UAE securities market. This initiative will raise the skills of UAE staff to global standards, enhancing the UAE’s position as an international financial services centre. The CISI has developed the UAE Financial Rules and Regulations with the SCA, to meet the need of the industry for a regulatory paper specific to the UAE market.
Download Syllabus - UAE Financial Rules and Regulations
- Islamic Finance Qualification (IFQ)
The IFQ is a ground breaking qualification that covers Islamic Finance from both a technical and Shari’a perspective, providing the first international benchmark qualification in the area of Islamic Finance. Developed with the Central Bank of Lebanon the qualification teaches an understanding and practices used in Islamic Finance markets and the principles behind investment selection. As a benchmark qualification, the IFQ is appropriate for providing a comprehensive overview to existing and new employees and those seeking a career in Islamic finance.
A stand alone qualification, successful completion of this training program will lead to an “Award In Islamic Finance Qualification (IFQ)”.
Download Syllabus - Islamic Finance Qualification (IFQ)
- International Certificate in Wealth Management (ICWM)
As a result of the global increase in private wealth and the rapid growth of disposable income investors are looking for more ways to secure their future. The qualification will ensure that wealth managers and advisers understand the range of assets and investment products that are available in the market. It will equip them to provide financial advice and find appropriate solutions to meet the investment, retirement, and protection and planning needs of their clients.
Who is it for: The qualification is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice.
A stand alone qualification, successful completion of this training program will lead to an “Award in International Certificate in Wealth Management (ICWM)”
Download Syllabus - International Certificate in Wealth Management (ICWM)
- Risk in Financial Services
Successfully managing risk is a fundamental requirement for any effective business. The Risk in Financial Services qualification has been developed to provide candidates with knowledge of the key risk that arise within the financial services industry. The Chartered Institute for Securities & Investment (CISI)’s Risk in Financial Services qualification is a comprehensive global introduction to all the major risk areas in financial services. It provides a sound grounding in: Principles of the risk management framework & Corporate governance and risk oversight. The qualification also covers specific techniques used in identifying, reducing and managing specific risks in the following areas: Operational risk, Credit risk, Market risk, Investment risk and Liquidity risk
Who is it for: The Risk in Financial Services qualification has been developed to provide candidates with a broad understanding of the key risks that arise within the financial ser vices industry and is particularly aimed at: Risk teams, Compliance teams, Branch management, Corporate lawyers, Finance officers, Senior managers of all disciplines, Existing and aspiring non-executive e directors.
The qualification has been developed with input from expert practitioners from leading global financial firms, including AXA Investment Managers and the Bank of New York Mellon. It provides candidates with a clear benchmark to demonstrate that they have acquired the necessary knowledge to carry out their job roles competently.
A stand alone qualification, successful completion of this training program will lead to an “Award in Risk in Financial Services”
Download Syllabus - Risk in Financial Services
The CISI is the leading global professional organization for individuals working in the world’s vibrant and fast-changing securities and investment industry. Formed as a not-for-profit membership body out of the London Stock Exchange in 1992, the institute now has more than 40,000 members worldwide, and sets 40,000 examinations in 50 countries each year. Building and maintaining competence and professionalism, and promoting the highest standards of personal behavior and integrity are the foundations of all of the Institutes activities for its members and students.
For more information, please login to www.cisi.org