Prepare for a career in finance, this recognised qualification provides an overview of the industry and is an important first step in developing the essential basic knowledge required for working in financial services. You will learn about the types of banking and commonly used financial products, such as shares, bonds and equities. It will provide you with an understanding of financial terminology and enable you to perform important calculations. You will successfully complete the course by sitting the CISI exam. 

Entry requirements: At least a grade 6 in GCSE Maths and English.

About CISI

The course covers:

  • Ethics and Integrity in Financial Services.
  • An introduction to saving and borrowing.
  • The difference between retail and commercial banking and explains the functions of each banking type and their customers. 
  • Equities and the reasons for issuing shares to finance a company, the capital gain and the risks involved in owning them.
  • The two main issuers of bonds, the features and the associated advantages and disadvantages of bonds. 
  • How a stock exchange operates, the purpose of a stock exchange index and an understanding of global stock markets.
  • Other areas of Financial Services including: Fund Management, Foreign Exchange, Insurance and Retirement Planning.

Where & When?


  • Financial literacy
  • Wider understanding of economic and financial issues
  • Numeracy
  • Critical Thinking
  • Teamwork

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