CISI – Certificate in Investment Management
Summary of the Course
- Certificate in Investment Management requires trainees to demonstrate their knowledge and understanding in a range of analytical scenarios. It delivers the threshold competency knowledge required by investment professionals involved in portfolio management, research analysis, and other front office investment activities. The course cover the key content areas appropriate for these roles including economics, accounting, investment practice, regulation, and ethics.
Learning Objectives
- It will provide a deeper understanding of the field of investment management and the regulatory framework.
- It assesses your ability to analyse a range of asset classes and investment strategies.
Who Should Attend
- All 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.
- It’s broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.
Duration
70 Hours
Awarding Body
CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT
Assessments
The certificate in investment management is examined via computer based testing and exams take place throughout the year. The exam consists of 100 multiple choice questions and lasts 2 hours.