Welcome to the Chartered Institute for Securities & Investment’s International Introduction to Securities
& Investment study material.This workbook has been written to prepare you for the Chartered Institute for Securities & Investment’s International Introduction to Securities & Investment examination.
Published by: Chartered Institute for Securities & Investment
© Chartered Institute for Securities & Investment 2015
8 Eastcheap
London
EC3M 1AE
Tel: +44 20 7645 0600
Fax: +44 20 7645 0601
Email: customersupport@cisi.org
www.cisi.org/qualifications
Author: Kevin Rothwell, Chartered MCSI
Reviewers: Jonathan Beckett, Chartered MCSI
Julie Harnum, MBA (FS)
This is an educational manual only and the Chartered Institute for Securities & Investment accepts no responsibility for persons undertaking trading or investments in whatever form.
While every effort has been made to ensure its accuracy, no responsibility for loss occasioned to any person acting or refraining from action as a result of any material in this publication can be accepted by the publisher or authors.
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior permission of the copyright owner.
Warning: any unauthorised act in relation to all or any part of the material in this publication may result in both a civil claim for damages and criminal prosecution.
A learning map, which contains the full syllabus, appears at the end of this manual. The syllabus can also be viewed on cisi.org and is also available by contacting the Customer Support Centre on +44 20 7645 0777. Please note that the examination is based upon the syllabus. Candidates are reminded to check the Candidate Update area details (cisi.org/candidateupdate) on a regular basis for updates as a result of industry change(s) that could affect their examination.
The questions contained in this manual are designed as an aid to revision of different areas of the syllabus and to help you consolidate your learning chapter by chapter. They should not be seen as a ‘mock’ examination or necessarily indicative of the level of the questions in the corresponding examination.
Learning manual version: 1.1 (July 2015)