Introduction to Securities and Investments

LEORON Professional Development Institute
Training overview
Professional Course
Virtual Classroom
5 days

Start dates
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Course description

Introduction to Securities and Investments

The Introduction to Securities and Investments training programme provides Participants with a comprehensive introduction to the financial services industry, with a specific focus on investments. It is the pathway for many higher level CISI qualifications. The course includes 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 course also offers a first introduction to financial services regulation and ensures participants are provided with an understanding of ethical behavior and acting with integrity.

Who should attend?

This introductory course in securities and investments is ideal for anyone with a limited knowledge of financial markets & assets, who would like to increase their understanding of this all-important sphere of economic activity. The course is suitable for all types of professionals, at any stage of their career, in that it takes a generalist approach to the subject.

Training content

This course is structured as follows:

ELEMENT 1 Introduction1.1 The Financial Services IndustryELEMENT 2 Economic Environment2.1 Economic EnvironmentELEMENT 3 Financial Assets and Markets3.1 Cash Deposits3.2 The Money Market3.3 Property3.4 The Foreign Exchange MarketELEMENT 4 Equities4.1 EquitiesELEMENT 5 Bonds5.1 Characteristics5.2 Government Bonds5.3 Corporate Bonds5.4 BondsELEMENT 6 Derivatives6.1 Derivatives Uses6.2 Futures6.3 Options6.4 Terminology6.5 Derivatives / Commodity Markets6.6 SwapsELEMENT 7 Investment Funds7.1 Introduction7.2 Unit Trusts7.3 Open Ended Investment Companies (OEICs)7.4 Pricing, Dealing and Settling7.5 Investment Trusts7.6 Exchange-Traded Funds7.7 Hedge FundsELEMENT 8 Financial Services Regulation8.1 Financial Services Regulation8.2 Financial Crime

Certification / Credits

Successful course completion will help Participants to:

  • Know the roles of the major players within the financial services industry
  • Explore the factors which determine the level of economic activity
  • Recognise the characteristics of the major financial asset classes
  • Gain an understanding of the features of various investment vehicles & products and the purpose & mechanisms of financial regulation & taxation

Why choose Leoron?

LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.

We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.

About Leoron

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...

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LEORON Professional Development Institute


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