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 industry 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.

Who should study the qualification?

The qualification’s broad introduction to financial services makes it suitable for a wide audience from employees new to the industry to school leavers considering a career in finance.

It is an ideal alternative for staff already working within financial services who wish to further their industry knowledge, but who are not directly involved in making investment decisions. It offers a comprehensive understanding of financial services and its streamlined structure, including a nominal study commitment, appeals to the busy professional.

Exam Details

This multiple choice question (MCQ) exam is computer based, consists of 30 questions and lasts 1 hour. CISI recommends a minimum of 100 hours study. Your exam may contain up to 10% additional trial questions.

Pass Mark

The pass mark is 70%. The exam grades are as follows:
Pass (21 – 30 marks)
Fail (0 – 20 marks)

Exam Availability

CISI CBT exams are available on demand via a global network of test centres, find your nearest test centre. They are also available to sit via remote invigilation.
Re-sits: candidates may make a maximum of 6 attempts at the exam in any one year. Please see CISI’s Multiple Sittings Policy.