Fundamentals of Financial Services (Level 2)

This qualification is an important first step in developing the essential basic knowledge required for working in financial services industry. 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.

• It offers a comprehensive understanding of financial services and its streamlined structure, including a nominal study commitment, appeals to the busy professionals.

• Specific focus on investments from a global perspective

• Foundation exam for higher level CISI qualifications.

• Covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life assurance. It explores the broader economic environment in which the financial services industry operates and looks at how economic activity is determined and managed in different economic and political systems.

• Free CISI Student membership

• Taken as a stand-alone qualification or as part of the Investment Operations Certificate (IOC) 

Who should study for this qualification?

• Those who want to switch to financial services sector like banks, insurance, Security Traders, Investment Companies, Money exchange etc.

• School leavers considering a career in finance

Syllabus and Topics

• Ethics and Integrity in Financial Services

• Introduction-Saving and Borrowing

• Banking

• Equities/Shares/Stocks

• Bonds

• Markets

• Other areas of Financial Services

• Total Marks