CISI Level 2 – Fundamentals of Financial Services
Exam-focused training designed to help students pass the CISI Fundamentals of Financial Services qualification with confidence.
This qualification is the official entry point into the CISI professional framework and provides a strong foundation for students beginning a career in financial services.
- CISI Level 2 professional qualification
- Live two-day intensive training
- Ongoing tutor support
- 12 months access to online learning platform
- Two full CISI-style mock exams
- Pass Guarantee – support until you pass
CISI Educational Partner
Global Professional Qualification
Exam-Focused Training
Who this course is for
The CISI Level 2 Award in Fundamentals of Financial Services is designed as an entry-level professional qualification for students who want to understand how finance works and gain a recognised credential.
This course is ideal if you are:
- A student aged 16+ interested in finance, economics, or business
- Considering a future career in financial services, banking, or investment
- Looking for a professional qualification alongside school studies
- Studying at an international or British curriculum school
- Motivated to gain a credible advantage for university or future employment
REASSURANCE
No prior finance knowledge is required.
Everything is taught from first principles.
What you’ll learn
This course covers the full CISI Fundamentals of Financial Services syllabus and focuses on understanding concepts clearly and applying them in an exam context.
You’ll study:
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.
All content is taught in line with the CISI syllabus and exam format.
See how the course is deliveredHow the course works
This course covers the full CISI Fundamentals of Financial Services syllabus and focuses on understanding concepts clearly and applying them in an exam context.
You’ll study:
Step - 1
Step - 2
Step - 3
Step - 4
Two-day intensive training
Live, structured teaching delivered in school-based cohorts, covering the full syllabus with an exam-focused approach.
Online learning platform (12 months access)
You’ll receive continued access to:
- Course slides and structured notes
- Topic-by-topic videos
- Practice questions and exercises
- Exam-focused revision materials
Mock exams and tutor support
You’ll complete two full CISI-style mock exams and have access to ongoing tutor support throughout your revision.
Pass Guarantee
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.
Exam resit fees are excluded.
What’s included
Live two-day intensive training
12 months online platform access
CISI exam-aligned materials
Two full mock exams
Ongoing tutor support
Pass Guarantee
Professional certificate on completion
About the trainer
The course is led by Ben Bolger, founder of The Financial Education Company.
Ben is a Chartered Wealth Manager, Certified Financial Planner, holds an MBA in Finance, and is a Chartered Fellow of the CISI. He is an accredited CISI exam trainer with over a decade of experience in wealth management and financial education.
His teaching focuses on clarity, exam technique, and helping students succeed with confidence.
FAQs
How is the exam assessed?
Do I need prior finance knowledge?
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Ready to get started?
Take your first step into a professional career in finance with a globally recognised CISI qualification.
