Level 2

CISI Fundamentals of Financial Services


10 weeks


Rush Green Campus


Oct 2021
Oct 2022


Adult 19+
Higher Education

This part-time, 3 month course is ideal for those looking for their first steps towards working in financial services.

You'll develop basic knowledge of the sector on this Chartered Institute of Securities and Investments (CISI) course.

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.

Units include:

  • Introduction to Financial Advisory
  • Financial Planning
  • Financial Personality
  • Investment Rules
  • Options to Investments
  • Minimising taxation

You'll be assessed at a CISI accredited test centre by completing a one hour multiple-choice exam. There are 30 questions in total and the pass mark for the exam is 70%.

100 hours of study is required for this exam.

No experience or previous qualifications are needed, just a passion for learning about the financial services.

You'll need a basic understanding of English language and literacy.

You could progress to a higher-level CISI qualification.

The CISI offer a range of qualifications and membership packages to suit those aspiring to work in the industry, right through to the most experienced professionals. After successfully completing this course, they can support you throughout your career to help you demonstrate professional excellence.

Where it can lead to

There are number of routes you can take following successful completion of a course. Further study can include Higher Education courses or a Higher Apprenticeship where you will expand your skills through study whilst earning a wage. Or you may choose to move directly into employment.

Contact our careers team for further guidance.