Introduction to Securities & Investment
Prep program for International Introduction to Investment -CISI

Prep program for International Introduction to Investment -CISI

CISI’s most established qualification and is taken by practitioners globally to enhance their knowledge and skills of the administration and operations areas of the financial services industry.. The broad topics covered make the qualification suitable for all staff, not just those responsible for making investment decisions, including administration, finance and accounting, IT, customer service, sales and marketing and HR and training.

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Training Program: Prep program for International Introduction to Investment -CISI
Delivery: Blended Learning - Instructor led Virtual Interactive Class room |Online Material | Continuous Faculty Support | Recorded sessions
Online platform used: WizIq
Total Class Hours: 40 Hrs
Program Fee: Rs 15000/-.(Excluding CISI registration and exam fee - Contact us for CISI registration and exam fee)
BFSIacademy is Accredited training provider for CISI

About the Program:

The objective of this program is to help participants to prepare for International Introduction to Securities & Investment qualification of CISI. After clearing this exam, qualification in International Introduction to Investments from CISI will be awarded. This qualification is internationally recognized.

If you successfully complete the International Introduction to Investment you will be eligible for Affiliate membership of the CISI. Membership enables you to develop your career, increase your competence and maintain the highest standards of personal integrity.

Principal Trainer: P.Naveen Kanth CFP

Naveen has 13 years of experience in Investment industry. He is a Certified Financial Planner, MBA and has done PG in Project Management. He has also got a qualification in International Introduction to Investments from CISI (Chartered Institute of Securities and Investments).He worked in Organizations like HSBCInvestdirect, Share Khan, ICICIsecurites in senior positions like Regional Head. He is experienced trainer and has delivered programs in Wealth Management, CFP- Challenger status, Claritas-Investment Certificate program, Derivatives and other Investment topics. With Knowledge and exposure to Equity Markets, Derivatives trading, Investment advisory, Funding and other Financial Instruments, he would be delivering sessions with practical examples.


  • Introduction
  • Equities
  • Financial services regulation
  • Economic environment
  • Bonds
  • Financial assets and markets
  • Derivatives
  • Other financial products
  • Investment funds

Need of the Industry :

India has become Back Office and Knowledge Hub for Investment Banking, Broking, Exchanges, Custodians, other Investment Services, Research and other services covering functional areas like :

  • Administration & Settlements
  • Asset Servicing
  • Risk , Compliance , Regulations etc
  • Retirement Services, Pension Administration
  • Client Money operations
  • Wealth Management Services

Most of the International financial institutions either have their Captive Units or serviced by larger BPOs. They require resources with sound knowledge of Asset classes like Equity, debt,derivatives, real estate etc. and Fund management, Regulations, operational Process etc. with a International exposure.

For Whom:

The IOC is the first step in the CISI’s operations qualification pathway and is suitable for all staff working in, or aspiring to work in, the administration and operations areas of financial services.

The qualification is increasingly used as a benchmarking tool by major banks and investment firms to ensure that staff possess practical knowledge which can be immediately applied to business activities. The IOC can be included into staff induction programmes.

With above qualification you can aspire a career in:

√ Investment Banking    √ Private Banking    √ Private Equity    √ Broking    √ Research    √ Research
√ Fund Management    √ Portfolio Management Services    √ Wealth Management    √ Academics
√ Treasury

Below companies prefer recruiting job seekers with this qualification.

√ Factset    √ , Capital IQ    √ Broadridge    √ Deloitte    √ Franklin Templeton    √ Wipro    √ Accenture   
√ Capgemini    √ Genpeact    √ Data Monitor    √ Cognizant    √ TCS    √ Invesco    √ Berkadia   
√ Deutsche Bank etc

View below video to know more about International Introduction to Securities & Investment

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