The objective of the examination is to provide candidates with a basic introduction to the financial
services industry with a focus on investments.

The examination will test candidates’ knowledge and understanding of the following elements:
• Introduction
• Economic Environment
• Financial Assets and Markets
• Equities
• Bonds
• Derivatives
• Investment Funds
• Financial Services Regulation
• Taxation, Investment Wrappers and Trusts
• Other Retail Financial Products

source: CISI website