Why work with the CISI?
Our Level 2 qualification can be embedded into your curriculum and aims to develop students’
knowledge of the financial services sector and its functions and challenge them to think about
implications for their own personal finance decisions.
Award in Fundamentals of Financial Services
(Total Qualification Time: 101 hours)
Current centres delivering CISI School and College Qualifications
Connect your students to a career in
If your school is interested in joining our network please contact our Education Development team:
+44 20 7645 0714
Our team will help you through the registration process and where applicalble, will arrange an
accreditation visit. Once your school/college is registered, you will be recognised as a centre
accredited to teach and assess CISI qualifications.
CISI Level 2 Award in Fundamentals of Financial Services
View the factsheet
To provide an understanding of financial services and an overview of key concepts and terminology relating to
Students will gain a broad insight into the fundamental components of the financial services sector. This
would include looking at different types of banks, commonly used financial products, such as shares, bonds
and insurance, as well as an introductory understanding of markets and how they work.
View the syllabus
- Ethics and integrity in financial services
- Introduction – saving and borrowing
- Other areas of financial services
Assessment and Cost
- Total Qualification Time: 101 hours (Total Qualification time is a term that Ofqual require
awarding organisations to use. It is an estimate of the total time a candidate might typically
take to complete the qualification. It includes Guided Learning Hours and any other time a
candidate is likely to spend in studying for the qualification.)
- Flexible delivery - Can be offered over one academic year or offered as a shorter course
- Online exam graded pass/fail
- £70 per candidate (includes workbook, up to two exam sittings and access to the Revision
Express e-learning package)
CISI Level 3 Diploma in Finance, Risk & Investment (DipFRI - Final Year of Delivery from September
(A Level equivalent - Applied General - Total Qualification Time: 364 hours)
To provide an understanding of the key characteristics, mechanisms and influences on financial markets
and institutions. Students will gain an insight in to data analysis, investment appraisal and accounting
and the role and responsibility of financial services in society.
The CISI Level 3 Diploma in Finance, Risk & Investment is an Applied General Qualification within the
area of financial services (Accounting & Finance). It has been specifically designed to be taught in
schools and colleges to equip learners with a broad range of transferable knowledge and skills gained
through applied learning to enable progression into Higher Education or employment.
The qualification will give candidates an understanding of the key characteristics, mechanisms and
influences on financial markets and institutions, and includes a grounding in data analysis, investment
appraisal, accounting and the role and responsibility of financial services in society as a whole.
It supports progression to a range of finance and business related higher education courses when
combined with other qualifications.
The Diploma is regulated by Ofqual as a level 3 qualification on the Regulated Qualifications
The Diploma is gained by achieving four units:
** On successful completion of Units 1 and 2, a candidate will achieve the CISI Level 3 Certificate
in Finance, Risk and Decision-Making (Total Qualification Time: 163 hours)
Money, Economies & Uncertainty**
Investment Decision Making, Accounting & Governance**
Financial Products, Markets & Services
Extended Project (Diploma)
Resources and Support for Student Learning
- Complimentary teacher copy of the CISI text books for each qualification
- Sample exam papers
- Teaching materials, including slides and activities
Financial services practitioner presentations
- Where possible, we can contact CISI members in your local area to arrange for them to
come in and talk to your students about working in the professional sector
- CISI textbook
- Access to our Revision Express e-learning tool for computer-based tested units
- Free access to member only areas of the CISI website, as well as free Student membership
of the CISI, including member benefits
Costs & Funding
The CISI is committed to making its courses accessible, we provide students in full-time education with a 50%
discount. The breakdown of costs (including the discount) per student is as follows:
Students benefit from one free exam resit for all modules.
|Level 2 Award in Fundamentals of Financial Services (for 16-19 year olds)
|Fundamentals of Financial
|Level 3 Certificate for Introduction to Securities & Investment (CertISI)
|Financial Products, Markets & Services
The qualifications are listed as eligible for funding as defined under Section 96 of the Department for
Education's (DfE) Learning and Skills Act 2000. Search for these qualifications on the Learning Aim
- Award in Fundamentals of Financial Services - 60134847
- Award for Introduction to Investment - 50107823
- Certificate for Introduction to Securities & Investment - 50062670
CISI Educational Bursary
The CISI's Educational Trust sponsors a bursary scheme for students aged 16-19 studying at schools or
colleges undertaking CISI qualifications. An award can be made for a maximum of two pupils at each centre
teaching CISI qualifications per academic year, a maximum of 30 weeks at £30 per week, per student, a
total of £900.