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CISI : Certificates

The CISI Certificates are qualifications designed to assist individuals working in the securities and derivatives markets to obtain FSA "Approved Person" status.

Students must ensure they take the qualification that is appropriate to the activity they are to undertake. For individuals working in the wholesale markets there are Certificates composed of 2 units. For those working in retail there are 3 units.

Students in retail must therefore take: FSA Financial Regulation plus Investment and Risk, plus one from Securities; Derivatives; Financial Derivatives or Commodities.

Students in wholesale must take Principles of Financial Regulation plus one from Securities; Derivatives; Financial Derivatives or Commodities

There is also an Investment Management Certificate (4 day course) for those interested in managing investments.

To ensure our training provides the best preparation possible for taking the examination, we ensure our classes have no more than 20 delegates attending. We believe any more delegates than this detracts from the effectiveness of the training. 

The training is delivered by a highly experienced practitioner and trainer who ensures the course is inter-active as well as effective....and fun!

If you are unsure what qualification you need the CISI provide an interactive flowchart at this link:

http://www.cisi.org.uk/web5/infopool.nsf/HTML/aStartFlow?OpenDocument

 

To prepare you for your examinations in the best way possible:

2 DAY COURSES: Modern techniques are used to make the training fun and learning easy. This includes quizzes, team games and puzzles to ensure the training is interactive.

SMALL CLASSES: MAXIMUM OF 20 IN EACH CLASS

FREE WORK BOOKS:  it is strongly advised that attendees read the workbook prior to attending the course. We will provide you with a workbook 10 working days before you visit us for the training.

PERFORMANCE REVIEW: Opportunity to take a mock exam and get feedback.

ON-LINE SUPPORT: A chance to take a mock test and measure your performance.

PERSONAL TRAINER SUPPORT: If you have any questions, phone or email and a 24 hour response will be provided.

AND .......UP TO 20% CHEAPER THAN OTHER PROVIDERS IN 2009! 

REMEMBER! : You will need to be registered with the CISI to take the exam. 

This can be done through the CISI booking portal:

Discounts

Discounts are available for multi bookings made at the same time and for clients returning to us for in house courses.

Tailored to your needs

Our courses can be tailored to your firm's specific requirements and industry sector.