Fundamentals of Financial Services - CISI
Overview
Are you studying for the CISI Fundamentals of Financial Services? And do you want to increase your chances of success? Our courses give you the tools and assistance you need.
The CISI Fundamentals of Financial Services is an important first step in developing the essential basic knowledge required for working in financial services. You will learn about the professional sector and commonly used financial products, such as shares, bonds and insurance and it will provide you with an understanding of financial terminology.
Who is this for?
This foundation-level qualification is ideally suited to new or junior employees working in financial services. It is also appropriate for school leavers who are considering a career in finance.
Course Details
Ethics and Integrity in Financial Services
How the financial services sector brings together savers and borrowers
Banking
Equities
Bonds
Derivatives
Markets
Other Areas of Financial Services
- Fund Management
- Foreign Exchange
- Insurance
- Retirement Planning
- Financial Technology (Fintech)
Workbook
CISI Exam Details
1 Hour multiple choice computer-based test (CBT)
Questions: 30
Pass Mark: 70%
CISI Workbook & Exam Fees
International
Exam & Workbook £174.00
+£40.00 CISI registration for new students
UK
Exam £102.00
Workbook £65.00
Exam, Workbook and eLearning package £174.00
+£66.00 CISI registration for new students
Recommended minimum study time: 101 hours
To order your workbook and book your exam, visit the CISI's online Booking Portal
Delivery
Have the flexibility to deliver your In-House training in-person by one of our trainers at your premises, or virtually via Zoom, Teams or Webex.
One of our CISI expert trainers will guide participants through the syllabus in a structured, engaging and interactive manner.
Practice tests and mock exams
Our training sessions commence with a ‘kick-off’ test, testing the participants on their existing capabilities, and finish with a ‘progress’ test assessing their progress on the topics.
Participants are also provided with chapter-by-chapter practice questions and a mock exam that simulates the real CISI examination.
These tools provide valuable feedback and facilitate monitoring to track the participants’ performance throughout the study programme. They are vital in effectively preparing participants for success in their CISI exam.
Find out more about your Virtual or In-Person training experience below.
Virtual Delivery
Our virtual training courses are designed to be every bit as engaging as our in-person courses. To achieve this, our trainers use market-leading technology and a range of training techniques to ensure high levels of interaction with participants. Courses include the use of:
- Virtual ‘break-out’ rooms: participants are divided into virtual rooms to facilitate small group discussion.
- Polling: multiple-choice questions, answered anonymously, allow the trainer to assess knowledge and understanding across the group.
- Case studies: true to life case studies and scenarios are used to highlight the practical application of theoretical knowledge.
- Messaging: participants can submit questions and comments, either to the whole group or privately to the trainer.
Additional Benefits:
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Recording: public course participants have the option to access a recording of the course for one month after the course. In-House clients also have the option to record their training for an additional fee.
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On-going Q&A: public course participants can access an ongoing Q&A facility allowing them to ask questions relating to the course.
In-Person Delivery
Our in-person training is delivered face to face at your offices, and includes:
- ‘In-the-moment’ questions & discussions: questions through conversations allow the trainer to assess knowledge and understanding across the group.
- Case studies: true to life case studies and scenarios are used to explore practical application of theoretical knowledge.
- Q&A: participants can ask questions during training, either to the whole group or privately to the trainer.
