Home > Workshops > Workshop Details

International Introduction to Securities and Investment

Online Worksop on CISI - International Introduction to Securities & Investment (IISI)

New global financial world is becoming wealthier than the previous several decades. There is a push for a bigger and mature financial market in coming years. These changes will increase the demand of financial professionals. This workshop helps in developing key skills and knowledge in economic environment including an introduction to financial services with an emphasis on investment. As the IISI is the part of the Investment Operations Certificate (IOC) and the certificate ensures that candidates have a sound understanding of the investment industry as they start their careers.


  • PREPARE FOR A CAREER IN OPERATION MANAGEMENT – provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective.
  • FIRST STEP IN THE CISI'S WEALTH/RETAIL PATHWAY – can be taken as a stand-alone qualification or as part of the Investment Operations Certificate (IOC).
  • FREE CISI STUDENT MEMBERSHIP – become associated with a chartered professional body and take advantage of an extensive range of benefits
  • IDEAL FOR THE INDUCTION PURPOSES – can be integrated into induction programmes to ensure a benchmark level of understanding amongst all employees


During this workshop trainers will discuss:

Introduction Economic Environment
Financial Assets & Markets Equities
Bonds Derivatives
Investment Funds Financial Services Regulation
Other Financial Products  


Upcoming Batches


Worksop on CISI - International Introduction to Securities & Investment (IISI) 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. Workshop provides an overview of all areas of investment and the role of financial services in the global perspective. The workshop has been specially focused for those who are new to the global investment 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.


The sessions will be conducted by our team of well-qualified and practitioners with decades of experience in these domains. These trainers have conducted various workshops training thousands of professionals for leading financial institutions. These names include Goldman Sachs, com.ivst.comp.model.common.State Street, HSBC, Morgan Stanley, Mashreq Bank and many more.

Who should attend

The workshop is suitable for candidates working in financial services and will be of particular interest to those who are new to the industry or looking to move into finance. Fresh graduates or final year students looking to enter the investment industry as well as new personnel hired in brokerage, financial planning, investment advisory, wealth management and asset management industry.

Have a Query?
Please fill in the form and our executive will call you soon!
Your Query
Download Brochure Workshop Calendar
Key Features

Only Practioners

Real time Examples

Highly Interactive Session
Post Workshop query Handling
2013 Intelivisto Consulting India Private Limited. All rights reserved
Best viewed in Firefox 3.6+ or IE7+