Highgrove Education

Introduction to Investment (CISI Level 3 Award)

This elective provides an introduction to the skills required by the financial services industry. Topics include the Economic Environment, Financial Markets, Bonds, Derivatives, Investment Funds, Life Insurance and Taxation. There is the option at the end of the elective to sit a professional examination in investment that will give you an internationally recognised entry level qualification with the Chartered Institute for Securities and Investment (CISI). This is something unique amongst 16-18 year old students.  

Private Tuition

Key Information



Access Course Enrolment:
  • Enrolment in our pre-GCSE or pre-A level access course.
  • Access to our self-study materials and platform, live class lessons, and individual teacher support in Office Hours.
  • Weekly teacher-marked homework.
  • Half termly reports.
  • Support from our SENDCo for pupils with special educational needs or disabilities, including assessment for access arrangement entitlement.
  • Support with English for pupils whose first language is not English.
  • A Highgrove Education Office365 account, including Teams, SharePoint and a school email
TeacherMr Shields, Head of Business and Economics
Course LengthAcademic Year
Live LessonsOne 45-minute lesson per week
HomeworkHalf an hour a week of knowledge checks via CISI Revision Express, plus 40-50 hours additional study if taking the exam
ExaminationIntroduction to Investment, CISI level 3 award
Entry RequirementsPupils must be taking Maths, Business or Economics at A level

Course Syllabus

Autumn 1The financial services sector and the economic environment 
Autumn 2Equities, bonds, derivatives and investment funds 
Spring 1Taxation, Investment wrappers and trusts
Spring 2Financial advice 
Summer 2External examination preparation

Teacher Profile

Mr Shields has taught Economics and Business studies at A level for over twenty-five years, most recently at Harrow School Online, where his pupils achieved 86% A*-A grades in A level Economics in 2023. He is a multiple award-winning teacher, a chief examiner for GCSE Business for Edexcel, Principal Examiner for A Level Business and an OFQUAL subject expert in Economics and Business. The students Jonathan has taught have achieved UK first places in external examinations on 20 separate occasions, and he has mentored students to win 22 UK and International Business and Economics Competitions, including the International Business Olympiad, UK Young Enterprise and Student Investor competitions.