Key Details

Duration: 2 Days

Delivery method: In-house

Overview

This programme will start with an essential overview of the industry and its participants – it will clarify where various businesses like stockbrokers, fund managers, banks and exchanges fit into the broader picture. The next session will look at the key instruments that are traded in the market, concentrating on...

This programme will start with an essential overview of the industry and its participants – it will clarify where various businesses like stockbrokers, fund managers, banks and exchanges fit into the broader picture. The next session will look at the key instruments that are traded in the market, concentrating on the more straightforward equities and fixed income instruments. This will be followed by an introductory session on derivatives, in particular futures, options and swaps. The final session will complete the day with a review of the latest news and developments in the financial markets.

The programme will provide vital awareness about the financial services industry and its unique jargon, with an interactive and enjoyable approach that will excite and energise the participants.

Who is this for?

This course is suitable for new or recent starters in financial institutions such as banks, insurance companies, investment management firms and sovereign wealth funds. The course will also be extremely useful to those who are more experienced but work in support functions such as:

  • Compliance
  • IT
  • Human Resources
  • Finance

In addition, the course is relevant for new or recent starters at service providers to the financial services industry, such as:

  • Law firms
  • Accountancy firms
  • Recruiters

Session 1: Overview of the purpose of the financial markets and the key participants

  • Banks
  • Stockbrokers
  • Regulators
  • Investment managers
  • Insurance companies
  • Pension funds
  • The ‘markets’
  • Accountants
  • Consultants
  • Lawyers

Session 2: The Instruments

  • Equity
  • Bonds
  • Money market instruments
  • Focusing on broad understanding and an appreciation of the terminology, covering both the primary and secondary markets

Session 3: Derivatives

  • Introduction and then coverage of derivatives including:
    • OTC vs Exchange traded
    • Futures
    • Options
    • Interest rate swaps
    • Credit default swaps

Session 4:

  • Review of the latest news and developments in the financial markets

Our classroom training is delivered in-house and can be tailored to your Firm's requirements and the ability of the audience preparing for CISI exams.

Face to face training
Our recommended approach includes face to face training with one of our CISI expert trainers who will guide participants through the syllabus in a structured, engaging and interactive manner.

Practice tests and mock exams
Our face to face training days commence with a ‘kick-off’ test, testing the participants on their existing capabilities, and finish with a ‘progress’ test assessing their progress on the days topics.

As part of our in-house CISI study programmes, participants have access to chapter by chapter practice questions and a mock exam that simulates the real CISI examination.

These tools provide valuable feedback and monitoring to track the participants’ performance throughout the study programme and are vital in effectively preparing participants for success in their CISI exam.