This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. It is a great start for new entrants and staff who are beginning their career in the financial services industry.

HELP University, as the CISI accredited training provider, offers you an intensive course based on 2 days of full immersion class, delivered by experienced trainers. Additional material is given to help to integrate the course with a self study period before the exam. A data bank of questions is provided to test your preparation and train you for the final CISI exam. The CISI learning manual is provided in a PDF format and this is included in the exam price.

The qualification introduces you to:

  • The key financial principles
  • The basic knowledge of financial products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages, life assurance and protection insurance.
  • The link between markets and economic environment in which the financial services industry operates
  • Financial services regulation
  • An understanding of ethical behaviour and acting with integrity.

This course:

  • Provides you with an easy and quick introduction to the complex world of finance
  • Gives you the basics knowledge of the securities and how to invest
  • Shows how to translate the development in the economic scenarios into markets dynamics
  • Explains you the importance of finance regulation
  • Shows you the ethical behaviour and integrity needed to operate in financial markets
  • Allows you to pass to more technical papers in order to get the Investment Operations Certificate (IOC), a regulatory standard required to operate with European institutions, and well appreciated by banks
  • With the HELP degree and the IOC, HSBC has indicated a willingness to offer jobs to graduates
  • Join a prestigious and interesting community through your free CISI Student membership.
  • Introduction
  • Economic environment
  • Financial assets and markets
  • Equities
  • Bonds
  • Derivatives
  • Investment funds
  • Financial services regulation
  • Other financial products

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.

If you successfully complete the International Introduction to Investment you will be eligible for Affiliate membership of the CISI. Membership enables you to develop your career, increase your competence and maintain the highest standards of personal integrity. The program of free professional benefits assists you to keep up to date with the industry. Visit

Completing this foundation qualification will give you access to further CISI qualifications including the full Investment Operations Certificate (IOC). Visit