Fundamentals of Financial Services

What is Fundamentals of Financial Services?

This qualification is an important first step in developing the essential basic knowledge required for working in financial services. It provides a broad overview of the professional sector 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.

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Fundamentals of Financial Services - Syllabus Summary

Fundamentals of Financial Services is an important first step in developing the essential basic knowledge required for working in financial services. It provides a broad overview of the professional sector and could be your stepping stone to a career in financial services. Students will learn about the types of banking, commonly used financial products, such as shares, bonds and insurance and gain an understanding of financial terminology.

Ethics and Integrity in Financial Services

Explores the key principles of ethical behaviour in financial services.

 


Introduction to Savings and Borrowings

Defines key financial services terms and principles including savers, borrowers, equity, bonds, risk and reward, insurance and foreign exchange.


Other areas of Financial Services

Highlights other key areas including: Fund Management, Foreign Exchange, Insurance and Retirement Planning.


Equities/Shares/Stocks

Explores the reasons for issuing shares to finance a company and the return that can be gained. Provides an understanding of shares and the risks involved in owning them.


Bonds

Identifies the two main issuers of bonds – companies and governments. Covers the features of bonds and the advantages and disadvantages of investing in bonds.


Markets

Explains how a stock exchange operates, the purpose of a stock exchange index, and compares different stock markets around the world.


Retail and Commercial Banking

Identifies the difference between retail and commercial banking and explains the functions of each banking type and their customers – individuals or corporates. Explains loans, mortgages, overdrafts, credit cards, interest rates and how they are calculated.

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Study Support

  • Fundamentals of Financial Services workbook.
  • Revision express - an online study tool designed to be used alongside CISI workbooks.
  • Review training available through Accredited Trainers.

Contact us

If you have any questions about the services we offer, or would like to know more about becoming involved with the CISI, please contact us.

Marc Kristian F. Gulle
7F Finman Centre, 131 Tordesillas St.
Tel: +632 9146502
Email: getintofinancephilippines@cisi.org
cisi.org/philippines

How can we help you?

You might be planning to go to university or straight into a job, or simply looking into all of the available options. Whatever your situation, the CISI can help you get started. We offer a range of qualifications which are designed to help young people learn about and enter the financial services profession. You can study our qualifications alongside your A levels, or we also have study options suited to those in employment. Our qualifications will provide you with a valuable understanding of the investment profession and could help you find your first job in a top investment bank.

Five reasons to study with the CISI

  1. Many of the world’s top banks take CISI exams and our qualifications are highly recognised worldwide.
  2. Our qualifications are developed by professional practitioners enabling us to offer real world learning experiences to encourage and develop the next generation of financial services talent.
  3. We have elearning tools which make studying interactive and fun
  4. Adding a professional qualification to your CV
  5. You will receive CISI Student membership and have access to our online resources, events and magazines