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CISI | Chartered Institute for Securities & Investment

Fundamentals of Financial Services

Fundamentals of Financial Services is the first basic course offered for financial services professionals. The course is ideally suited for staff fresh to financial services or already working in financial services, but not directly involved in making investment decisions.

The objective of the course is to provide candidates with fundamental knowledge of financial services in saving and borrowing, banking, equities, bonds, markets and other areas of financial services.

After the completion of the course, course participants will sit a comprehensive examination, which, upon successful completion, will lead to a CISI certificate and student membership.

More information: CISI website | Qualification fact sheet


  • The FFS is examined via computer-based testing and exams take place throughout the year.
  • The exam consists of 50 multiple choice questions and lasts 1 hour

In-company Training & Seminars

Organise an in-house training session our seminar for your finance personnel, non finance managers or executives. For more information contact us

Course Delivery

Course:Fundamentals of Financial Services
Study Mode:Face to Face (English Language)
Study Time:85 hours
Syllabus:• Introduction - saving and borrowing
• Banking
• Equities
• Bonds
• Financial Markets
• Other areas of financial services
Delivery:Classroom Tuition
• 5 sessions of 5 hours (1 meeting per week)
• 5 hours of homework per week
• 15 hours of examination preparation
Delivery:In-Company Training
• 4 sessions of 5 hours
• 5 hours of workplace training (5 sessions)
• 15 Hours of examination preparation
Fees:Distance Learning: EUR 1,475 per participant
Classroom Study: EUR 1,795.- per participant
* Group discount available.

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