intelivisto logo
Welcome Guest
Login   |  cart         0 item
+91-9891224488
R
E
G
I
S
T
E
R
Home > CISI Certification

CISI Courses Request more information

Applied Wealth Management
This is the third and final unit of the CISI Masters in Wealth Management. It is a postgraduate level professional exam requiring candidates to identify the requirements of a client from the relevant information available, structure and manage a suitable portfolio of financial assets and communicate their recommendations to the client.
view more
Financial Derivatives
This is a professional level exam, covering the characteristics of derivatives including forwards, futures, swaps and others traded in the UK, their relationship to the underlying cash securities, and their use in achieving investment objectives.
view more
Financial Markets
his is the first unit of the CISI Masters in Wealth Management and lays the foundation for the subsequent two units. It is a professional level exam requiring candidates to think critically in the context of the analysis, interpretation and comparison of company information, making recommendations on fixed income and real investments, equity and much more.
view more
Fund Management
This is a professional level exam, covering the activities, knowledge and techniques required to undertake the management of funds for institutional clients. It is appropriate for the management of funds of all sizes
view more
International Investment Management
A global exam, this is targeted at professionals engaged in managing investments. It provides a test of competence for individuals engaged in private client asset management and fund management.
view more
Introduction to Securities & Investment (International)
A stand-alone global qualification as well as a unit within the Investment Operations Certificate (IOC)formerly known as the Investment Administration Qualification(IAQ) program, this exam has been specifically designed to meet the needs of new entrants to the global investment industry. Focusing on international markets, it provides an overview of all areas of investment.
view more
Portfolio Construction Theory in Wealth Management
As the second unit of the CISI Masters in Wealth Management, this postgraduate level professional exam requires candidates to think critically in the context of the theory of investment as applied to the management of private client funds, the tailoring of a portfolio to clients' needs and much more.
view more
Regulation & Compliance
This is a professional level exam, covering the regulatory framework of the financial services industry, including participants' legal and ethical constraints, principles and policy.
view more
FSA Financial Regulation
This exam provides an understanding of the regulations and legislation that underpin financial markets and the conduct of investment business in the UK.
view more
Advance Global Securities Operations
Providing a stepping stone from the Investment Operations Certificate (IOC),formerly known as Investment Administration Qualification (IAQ) to the Diploma in Investment Operations, AGSO is narrative exam of case-study style questions. It equips operations staff with a broader grasp of the business and regulatory issues faced by senior management, augmenting their technical and managerial skills.
view more
Investment & Risk
Due to firms switching form Level 3 Investment & Risk to the RDR-compliant Level 4 Investment, Risk & Taxation exam this unit will not be offered after 31/12/2012. Candidates are reminded at least 3 months' study time is recommended.

This unit of the Certificate programme ensures candidates have a knowledge and understanding of how to analyse clients' circumstances and apply suitable investment product recommendations to meet their needs.
view more
Operational Risk
This exam offers a broad introduction to the main types of risk (credit and market) and explores the rise in importance of operational risk controls.
view more
CISI Diploma
TheCISI Diplomais the UK's leading postgraduate finance qualification, covering the areas of securities, investment, compliance, derivatives and operations. It has been designed to provide flexibility and choice for candidates, allowing them to pursue units relevant to their own career.
view more
2013 Intelivisto Consulting India Private Limited. All rights reserved
Best viewed in Firefox 3.6+ or IE7+