This part-time, 3 month course is ideal for those looking for their first steps towards working in financial services.
You'll develop basic knowledge of the sector on this Chartered Institute of Securities and Investments (CISI) course.
You will learn about the professional sector and commonly used financial products, such as shares, bonds and insurance and it will provide you with an understanding of financial terminology.
- Introduction to Financial Advisory
- Financial Planning
- Financial Personality
- Investment Rules
- Options to Investments
- Minimising taxation
You'll be assessed at a CISI accredited test centre by completing a one hour multiple-choice exam. There are 30 questions in total and the pass mark for the exam is 70%.
100 hours of study is required for this exam.
No experience or previous qualifications are needed, just a passion for learning about the financial services.
You'll need a basic understanding of English language and literacy.
You could progress to a higher-level CISI qualification.
The CISI offer a range of qualifications and membership packages to suit those aspiring to work in the industry, right through to the most experienced professionals. After successfully completing this course, they can support you throughout your career to help you demonstrate professional excellence.