CISI Technology in Investment Management Exam Preparation
تحضير لاختبار التكنولوجيا في إدارة الاستثمار وفق الإصدار 13 وعناصر المنهج العشرة.
تمت مراجعة معلومات منهج الدورة لعام 2026. يُرجى دائماً التحقق من أحدث منهج رسمي وتحديثات المرشحين لدى الجهة المانحة قبل حجز الامتحان أو التقدم له.
يغطي المسار دورة حياة الصفقة، والأنظمة والبيانات والتنظيم والتسوية والرقابة المالية وإدارة التكنولوجيا والتغيير والمورّدين.
تفاصيل الامتحان
| نوع التقييم | Multiple-choice examination |
| المدة الزمنية | 60 دقيقة |
| علامة النجاح القياسية | 70% |
| المستوى | المستوى 3 |
| ساعات الدراسة الموصى بها | 80 ساعة |
المزايا الرئيسية
End-to-end trade technology
Connect investment decisions with capture, matching, settlement, reconciliation and control systems.
- ✓ Trade capture
- ✓ Pre-settlement
- ✓ Settlement and control
Technology management context
Review service management, resilience, security, infrastructure and operational controls.
- ✓ Operational resilience
- ✓ Information security
- ✓ Service management
Change and sourcing
Understand delivery approaches, testing, procurement, vendor oversight and outsourcing risk.
- ✓ Business change
- ✓ Vendor selection
- ✓ Outsourcing and exit planning
المنهج الدراسي
الوحدة 1: Technology in Investment Management 8% من وزن المنهج
Industry participants, instruments, automation and the criticality of data management.
- • Sector participants
- • Trade elements
- • Automation and data
الوحدة 2: The Regulatory Framework 12% من وزن المنهج
Regulation, data protection and the technology implications of compliance requirements.
- • Regulatory framework
- • Data protection
- • Technology-enabled compliance
الوحدة 3: Technology and the Functional Flow of Financial Instruments 6% من وزن المنهج
Venues, clearing, repositories, market data and financial-market connectivity.
- • Trading venues
- • Central counterparties
- • Information sources
الوحدة 4: The Role of Technology in Trade Capture 8% من وزن المنهج
Decision support, orders, compliance, execution, algorithms, self-service and capture controls.
- • Order flow
- • Algorithmic trading
- • Trade-capture controls
الوحدة 5: The Role of Technology in the Pre-Settlement Phase 10% من وزن المنهج
Reference data, settlement instructions, matching and regulatory/client reporting.
- • Reference data
- • Matching
- • Reporting
الوحدة 6: The Role of Technology in Settlement and Post-Settlement 10% من وزن المنهج
Instructions, funding, standards, settlement, reconciliation and post-trade compliance.
- • Settlement systems
- • SWIFT and messaging
- • Reconciliation
الوحدة 7: The Impact of Technology on Financial Control 10% من وزن المنهج
Financial control functions, ledgers, stock records and system interfaces.
- • General ledger
- • Stock records
- • Accounting interfaces
الوحدة 8: Technology Management 16% من وزن المنهج
Roles, infrastructure, service delivery, resilience, information security and operational oversight.
- • Service management
- • Infrastructure
- • Security and resilience
الوحدة 9: Managing Business Change 12% من وزن المنهج
Change governance, delivery methods, requirements, testing, implementation and benefits.
- • Project methods
- • Testing
- • Implementation
الوحدة 10: Technology Services Procurement 8% من وزن المنهج
Procurement, sourcing models, vendor selection, contracts, oversight and exit planning.
- • Procurement
- • Outsourcing
- • Vendor management
لمن هذه الدورة؟
الأسئلة الشائعة
The assessment contains 50 multiple-choice questions and lasts 60 minutes.
This page follows Version 13, applicable to exams from 11 May 2026 to 10 May 2028.
Yes. CISI presents Technology in Investment Management as a stand-alone Level 3 award and as a technical-unit option within the Investment Operations Certificate.
Checkout is open while the latest Version 13 learning and question-bank content is being completed. Purchasers see the current two-hour completion notice.
دورة CISI للتكنولوجيا في إدارة الاستثمار
ميزات الدورة
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