This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. It is the first step in the CISI’s qualification pathway, and it is taken by many
practitioners as it is the foundation exam for higher level CISI qualifications.
The qualification covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages, life assurance and protection insurance.
- Teacher: Karim Mansour