cisi

CISI foundation, qualifying, advanced and professional level study pathways in Operations, Wealth Management, Compliance/Risk, Capital Markets/Corporate Finance, Financial Planning and Islamic Finance offer practitioners the opportunity to achieve core competence and foster strong careers in all areas of financial services.

CISI exams are taken in over 70 countries and offer flexibility to suit your job requirements. You can build a broad portfolio of exams by adding additional job-related technical units to your qualification, substitute our regulatory exams with one specific to your local market and decide how many units you wish to study at one time.

CISI qualifications are designed, developed and reviewed regularly by senior industry practitioners to ensure they are purpose built for the market and remain relevant. Major banks and financial organizations worldwide use our qualifications to benchmark the knowledge of their staff.


Myanmar International Business Academy (MIBA) is the one of the Accredited Training Partner at CISI.

Myanmar International Business Academy (MIBA) is delivering the following of CISI Courses.
  • Fundamental of Financial Services
  • International Introduction to Securities Investment

Fundamental of Financial Services

What is Fundamentals of Financial Services?

This qualification is an important first step in developing the essential basic knowledge required for working in financial services. It provides a broad overview of the industry and could be your stepping stone to a career in financial services. You will learn about the types of banking and commonly used financial products, such as shares, bonds and insurance. It will provide you with an understanding of financial terminology and enable you to perform important basic calculations.

Why study Fundamentals of Financial Services?

Fundamentals of Financial Services is an important first step in developing the essential basic knowledge required for working in financial services. You will learn about the industry and commonly used financial products, such as shares, bonds and insurance and it will provide you with an understanding of financial terminology.

Who should study the qualification?

The qualification’s broad introduction to financial services makes it suitable for a wide audience from employees new to the industry to school leavers considering a career in finance. It is an ideal alternative for staff already working within financial services who wish to further their industry knowledge, but who are not directly involved in making investment decisions. It offers a comprehensive understanding of financial services and its streamlined structure, including a nominal study commitment, appeals to the busy professional. In addition, firms can easily include the qualification into staff induction programmes.

Ofqual approval

Fundamentals of Financial Services is an Ofqual regulated qualification and is recognised as a level 2 Award on the Regulated Qualifications Framework (RQF). Success in this qualification carries with it ten credits. Visit cisi.org/ofqual. On the European Qualifications Framework, this equates to a level 3 qualification. For further information visit cisi.org/eqf

Fundamental of Financial Services includes the following 7 modules -
  • Ethics and Intergrity in Financial Services
  • Introduction – saving and borrowing
  • Banking
  • Equities
  • Bonds
  • Markets
  • Other Areas of Financial Services

Ethics and Integrity in Financial Services -Explores the key principles of ethical behaviour in financial services.

Introduction – saving and borrowing - Defines key financial services terms and principles including savers, borrowers, equity, bonds, risk and reward, insurance and foreign exchange.

Banking - Identifies the difference between retail and commercial banking and explains the functions of each banking type and their customers – individuals or corporates. Explains loans, mortgages and overdrafts, credit cards, interest rates and how they are calculated.

Equities/Shares/Stocks - Explores the reasons for issuing shares to finance a company and the return that can be gained – dividend/ capital gain. Provides an understanding of shares, what they are for, and the the risks involved in owning them.

Bonds - Identifies the two main issuers of bonds – companies and governments. Covers the features of bonds and the advantages and disadvantages of investing in bonds.

Markets - Explains how a stock exchange operates, the purpose of a stock exchange index, and compares different stock markets around the world.

Other areas of Financial Services - Highlights other key areas including: Fund Management, Foreign Exchange, Insurance and Retirement Planning.


International Introduction to Securities Investment

What is the International Introduction to Investment?

This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. It is the first step in the CISI’s qualification pathway, and it is taken by many practitioners as it is the foundation exam for higher level CISI qualifications. The qualification covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life assurance. It explores the broader economic environment in which the financial services industry operates and looks at how economic activity is determined and managed in different economic and political systems. This qualification offers a first introduction to financial services regulation focusing on financial crime, insider trading and market abuse, and provides candidates with an understanding of ethical behaviour and acting with integrity.

Why study the International Introduction to Investment?

The International Introduction to Investment offers a broad introduction to the financial services industry, with a specific focus on investments from a global perspective. It is the foundation exam for many higher level CISI qualifications.

The qualification focuses on international markets and covers key financial principles and products in depth including assets and markets, equities, bonds, derivatives and investment funds. It explores the broader economic environment in which the financial services industry operates and looks at how economic activity is determined and managed in different economic and political systems. The qualification offers an introduction to financial services regulation and ensures candidates are provided with an understanding of ethical behaviour and acting with integrity.

Who should study the International Introduction to Investment?

It is intended for new entrants and staff who are beginning their career in 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.

Assessment

The International Introduction to Investment is assessed via a one-hour exam consisting of 50 multiple-choice questions. The pass mark for the exam is 70%. The exam is delivered by Computer Based Testing (CBT). A worldwide network of test centres is available, ensuring flexible scheduling, instant results and ease of completing the exam on screen. Visit cisi.org/cbt to find your nearest venue.

International Introduction to Securities Investment is includes the following 7 modules -
  • Economics Environment
  • Financial Assets and Markets
  • Equities Stock
  • Bonds
  • Derivatives
  • Investment Funds
  • Financial Services Regulation
  • Other Financial Products