Introduction to Securities and Investments (In-House)

LEORON Professional Development Institute
Training overview
Corporate / Group Training
5 days
From 4,190 USD
Start dates
4,190 USD
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Course description

Introduction to Securities and Investments - In-house training

The Introduction to Securities and Investments training programme provides delegates with a comprehensive introduction to the financial servicesindustry, 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 servicesindustry operates and looks at how economic activity is determined and managed in different economic andpolitical systems. The course also offers a first introduction to financial services regulation andensures participants are provided with an understanding of ethical behavior and acting with integrity.

LEORON delivers this course on an in-house basis, helping clients meet their company's specific training needs. Their customised training solutions are available worldwide and can be delivered at client's offices or at conveniently located training facilities.

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Who should attend?

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

Training content

This course is structured as follows:

ELEMENT 1 Introduction
1.1 The Financial Services Industry
ELEMENT 2 Economic Environment
2.1 Economic Environment
ELEMENT 3 Financial Assets and Markets
3.1 Cash Deposits
3.2 The Money Market
3.3 Property
3.4 The Foreign Exchange Market
ELEMENT 4 Equities
4.1 Equities
5.1 Characteristics
5.2 Government Bonds
5.3 Corporate Bonds
5.4 Bonds
ELEMENT 6 Derivatives
6.1 Derivatives Uses
6.2 Futures
6.3 Options
6.4 Terminology
6.5 Derivatives / Commodity Markets
6.6 Swaps
ELEMENT 7 Investment Funds
7.1 Introduction
7.2 Unit Trusts
7.3 Open Ended Investment Companies (OEICs)
7.4 Pricing, Dealing and Settling
7.5 Investment Trusts
7.6 Exchange-Traded Funds
7.7 Hedge Funds
ELEMENT 8 Financial Services Regulation
8.1 Financial Services Regulation
8.2 Financial Crime

Certification / Credits

Successful course completion will help delegates to:

  • Know the roles of the major players within thefinancial services industry
  • Explore the factors which determine the level ofeconomic activity
  • Recognise the characteristics of the major financialasset classes
  • Gain an understanding of the features of various investmentvehicles & products andthe purpose & mechanisms of financialregulation & 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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