CISI – Investment Management

Dates & Times

24-09-2019 (0930 - 1630)
25-09-2019 (0930 - 1630)



  • Christopher Jehan - Managing Director

  •    Christopher Jehan

  •    Christopher has worked in the financial services industry for over 25 years over half of which he has spent in project management alongside banking operations, fund & investment operations, financial regulation, client services, life platform administration, operational due diligence and investment oversight. [Read more]

Course Overview

This course is a level 4 module and is essential to anybody with a career in Finance. Candidates who book this course with Midshore will also receive a 10 hour CPD certificate.

What is Investment Management?

  • It is the second / final module in the Certificate in Investment Management
  • It ensures that candidates have an understanding of investment management, the underpinning disciplines of economics, mathematics and accountancy as well as the tools of the trade – the difference asset classes, the markets, investment analysis, portfolio management and performance measurement
  • Successful completion of the examination is awarded as a level 4 module certificate

Where is the training held?

Whilst we regularly hold this course at our training facility (directions below), we can also hold the course at a larger venue for higher numbers of attendees or in your own offices as a bespoke training solution.

Costs, course and exam information

Our standard cost for this course is £600, discounts for group bookings available upon request.
The exam can be taken at the Prometric test centre in Guernsey, or any of your local test centres.
The exam is computer based, consists of 80 multiple choice questions and lasts 2 hours.
The workbook and exam must be purchased directly from the CISI website.

How to book this course

Please see our booking page.
If you are interested in bespoke training or arranging for Midshore to run this course on different dates, please contact us.

Venue & Location

Midshore Training Facility
Upper Mansell Street,
St Peter Port,

Upper Mansell Street,
St Peter Port,