Fundamentals of Financial Services

By: The Chartered Institute for Securities and Investment (CISI)

Training Objectives

This qualification is an important first step in developing the essential basic knowledge required for working in financial services. It provides a broad overview of the industry and could be your stepping stone to a career in financial services. You will learn about the types of banking and financial products, such as shares, bonds and insurance. It will provide you with understanding of commonly financial terminology and enable you to perform important basic calculations.

Accreditation Body

The Chartered Institute for Securities and Investment (CISI) is a non-for-profit organization based in UK and the pioneer organization in securities and investments domain along with preparing the exams that must be passed by the financial entities’ employees.

Target Audience

The qualification’s broad introduction to financial services makes it suitable for a wide audience from employees new to the industry to school graduates considering a career in finance. It is an ideal alternative for staff already working within financial services who wish to further their industry knowledge, but who are not directly involved in making investment decisions. It offers a comprehensive understanding of the financial services.

Training Methodology

The course will run on a workshop basis, including:

Exam Specification

Each exam paper is constructed from a specification that determines the weightings that will be given to each element. The specification is given below.

Exam specification:
30 multiple choice questions
Element numberElementQuestions
1Ethics and Integrity in Financial Services1
2Introduction - saving and borrowing4
8Other Areas of Financial Services4

Assessment is a 1-hour Computer Based Testing examination of 30 multiple-choice questions.

Training Details

Enquiry & Registration

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