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CISI Fundamental of Financial Services

Programme Overview

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 commonly used financial products, such as shares, bonds, and insurance. It will provide you with an understanding of financial terminology and enable you to perform important basic calculations.

Who Should Attend?

The qualification’s broad introduction to financial services makes it suitable for a wide audience from employees new to the industry to school leavers 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 financial services and its streamlined structure, including a nominal study commitment that would appeal to the busy professional.


There are no entry requirements.

Assessment Structure

  • The qualification can be completed by passing a 1-hour exam consisting of 30 multiple choice questions.
  • Candidates shall immediately receive their results on completion of the exam.
  • The examination will be conducted at BILIF.

Programme Outline

Modules Description
Ethics and Integrity in Financial Services Explore the key principles of ethical behaviour in financial services.
Introduction – Saving and Borrowing Defines key financial services terms and principles including savers, borrowers, equity, bonds, risk and reward, insurance and foreign exchange.
Banking Identifies the difference between retail and commercial banking.

Explains the functions of each banking type and their customers – individuals or corporates. Explains loans, mortgages and overdrafts, credit cards, interest rates and how they are calculated.

Equities / Shares / Stocks Explore the reasons for issuing shares to finance a company and the return that can be gained – dividend/ capital gain.

Provides an understanding of shares, what they are for, and the risks involved in owning them.

Bonds Identifies the two main issuers of bonds – companies and governments.

Covers the features of bonds as well as the advantages and disadvantages of investing in bonds.

Markets Explains how a stock exchange operates and the purpose of a stock exchange index.

Compares different stock markets around the world.

Other areas of Financial Services Highlights other key areas including Fund Management, Foreign Exchange, Insurance and Retirement Planning.

Your Investment

Categories Stakeholder Non Stakeholder
Examination Fee $ 630.00 $ 690.00


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