Fundamentals of Financial Services-Level 2
Details
Overview of this course
- This qualification is an important first step in developing the essential basic knowledge required for working in financial services industry. 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.
- It offers a comprehensive understanding of financial services and its streamlined structure, including a nominal study commitment, appeals to the busy professionals.
- Specific focus on investments from a global perspective
- Foundation exam for higher level CISI qualifications.
- Covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages and life assurance. It explores the broader economic environment in which the financial services industry operates and looks at how economic activity is determined and managed in different economic and political systems.
- Free CISI Student membership
- Taken as a stand-alone qualification or as part of the Investment Operations Certificate (IOC)
Who should study for this qualification?
- Those who want to switch to financial services sector like banks, insurance, Security Traders, Investment Companies, Money exchange etc.
- School leavers considering a career in finance
Syllabus and Topics
No of Questions
Ethics and Integrity in Financial Services
1
Introduction-Saving and Borrowing
4
Banking
5
Equities/Shares/Stocks
5
Bonds
6
Exam Formats
1 Hour exam-CBT test-30 MCQ-30 marks
10% trial questions
Pass marks-70%-No negative marking
Pass rate-59%
Recommended study-100 hours
Can be taken any time of the year
Prometric Centers-Dubai & Abu Dhabi
Result declaration online-within 24 hours
Benefits of this qualification/certification
Global recognition
High level of competence
Specialization in the course
Full study resources
CISI Student membership
Markets
6
Other areas of Financial Services
1
Total Marks
30
Elegant Professional and Management Development Training stands as a distinguished training center in Al Barsha1, Dubai, UAE setting the standard for excellence in face-to-face training programs. As a KHDA-approved and Autodesk Authorized center, we pride ourselves on offering affordable, effective, and industry-recognized courses across diverse fields, including Engineering & IT, Finance, Sales & Marketing, and HR & Administration.
As a KHDA-approved center, our dedication to quality education is recognized by the regulatory authority, assuring you of our commitment to delivering courses that meet the highest standards.
Moreover, being an Autodesk Authorized center in Dubai underscores our expertise in providing cutting-edge training in engineering and technology.
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