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

The examination will test candidates’ knowledge and understanding of the following elements:

• Introduction
• Economic Environment
• Financial Assets and Markets
• Equities/Stocks
• Bonds
• Derivatives
• Investment Funds
• Financial Services Regulation
• Other Financial Products

Download the syllabus

A one-hour examination, consisting of 50 multiple choice questions.

Candidates sitting the examination by computer based testing may be asked to answer up to 10% additional trial questions. These will not be separately identified and do not contribute to the result. Candidates who are asked to answer additional questions will be given proportionately more time to complete the test.

Download the sample exam

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