Start your professional journey towards a career in global financial services.
Exam-focused training for the CISI Level 2 Award in Fundamentals of Financial Services- designed for students who want a serious edge in finance.
Recognised globally. Respected by regulators. Trusted by schools.
CISI Educational Partner
Global Professional Qualification
Exam-Focused Training
What is the CISI Fundamentals of Financial Services?
The CISI Level 2 Award in Fundamentals of Financial Services is the ideal entry point for students looking to understand how the financial world really works - and to begin building a professional career in finance.
It provides a broad, practical introduction to the financial services industry, covering core topics such as banking, investments, markets, ethics, and risk. The qualification is designed to give you both exam success and real-world financial understanding.
Whether you’re considering a future in finance, economics, business, or simply want a recognised professional qualification that sets you apart, this course gives you a strong and credible foundation.
- A globally recognised CISI Level 2 qualification
- Designed for students entering or exploring finance
- Builds real understanding - not just theory
- Exam-based, multiple-choice assessment
- Accepted and respected by regulators and institutions worldwide
What you’ll learn
The CISI Fundamentals of Financial Services qualification covers the core building blocks of the financial world. Our training focuses on the exact syllabus areas examined, helping you understand the concepts clearly and apply them with confidence in the exam.
You’ll develop a strong understanding of:
Ethics and integrity in financial services
How ethical behaviour underpins trust, professionalism, and regulation in finance.
Saving, borrowing, and risk
How money moves between savers and borrowers, and how risk and reward are linked
Banking
The role of retail and commercial banks, including loans, mortgages, credit cards, and interest rates.
Shares (equities)
Why companies issue shares, how investors make returns, and the risks involved.
Bonds
How governments and companies raise money through bonds, and how bond investing works.
Financial markets
How stock markets operate, what indices represent, and how investments are bought and sold globally.
Other areas of financial services
An introduction to fund management, insurance, foreign exchange, and retirement planning.
Designed to be manageable alongside school and other commitments.
See how the course is deliveredHow the course works
Our CISI Level 2 training is designed to fit around school commitments while giving you focused, exam-ready preparation.
You’ll combine live, intensive teaching with ongoing online support, so you’re never left guessing what to study or how to prepare.
Step 1
You'll take part in a live, structured two-day programme delivered in school-based cohorts. This covers the full syllabus in a clear, student-friendly way, with a strong focus on how concepts appear in the exam.
After the intensive sessions, you’ll have continued access to our online learning platform, which includes:
- Course slides and structured notes
- Topic-by-topic videos
- Practice questions and additional exercises
- Exam-focused revision materials
This allows you to revisit topics, revise at your own pace, and build confidence over time.
Step 2
Step 3
You’ll complete two full mock exams designed to reflect the CISI exam style and level. These help you identify gaps, practise exam technique, and feel prepared for exam day.
You’ll also have access to ongoing tutor support, so questions don’t go unanswered as you revise.
We are committed to your success.
If you don’t pass the CISI exam on your first attempt, we will continue to support you academically until you do, at no additional tuition cost.
This includes continued access to learning materials, revision support, and tutor guidance.
(Exam resit fees are excluded.)
Step 4
Why Students and Schools Choose The Financial Education Company.
Choosing the right training provider matters - especially for professional qualifications.
At The Financial Education Company, our focus is simple: clear teaching, exam-focused preparation, and student success.
CISI Educational Partner
Expert-led exam training
Proven experience with students
Exam success comes first
Expert-Led Training Led by
Ben Bolger
- Chartered Wealth Manager
- Certified Financial Planner
- MBA in Finance
- Chartered Fellow of the CISI
- CISI Accredited Exam Trainer
Ben has over a decade of experience in wealth management and financial education and is a recognised speaker in financial literacy for students.
Explore the CISI Level 2 course
Who is this course for?
The CISI Fundamentals of Financial Services qualification is designed as an entry point into the world of finance. It’s ideal for students who want a recognised professional qualification and a strong foundation for future study or a career in financial services.
IDEAL STUDENT PROFILES
This course is well suited if you are:
- A student aged 16+ with an interest in finance, economics, or business
- Considering a future career in financial services, banking, investment, or wealth management
- Looking for a professional qualification that goes beyond school exams
- Studying at an international or British curriculum school
- Motivated to gain a competitive edge for university or future employment
“NOT FOR YOU IF”
This course may not be suitable if you are looking for:
- Casual or non-exam-based learning
- Short motivational content without assessment
- General personal finance tips
Start your CISI journey today
The CISI Level 2 Award in Fundamentals of Financial Services is your first step into a globally recognised professional qualification in finance.
With structured teaching, exam-focused preparation, and ongoing support until you pass, you’ll be guided from day one - right through to exam success.
- CISI Level 2 professional qualification
- Live two-day intensive training
- 12 months online platform access
- Mock exams and ongoing tutor support
- Pass Guarantee - we support you until you pass
A professional qualification. A clear pathway. A serious start in finance.
