A recognised professional qualification
A CISI qualification on your CV, recognised across the financial services industry.
Fundamentals of Financial Services · Self-paced online
Your career in finance starts here.
Earn an internationally recognised qualification from the Chartered Institute for Securities & Investment (CISI), online, at your own pace, with our support until you pass.
70 video lessons8 full mock examsLive weekly office hours
About the CISI
Who are the CISI?
The CISI is the professional body for people working in securities, investment, wealth and financial planning. Its qualifications are recognised by employers around the world, and we are proud to be a CISI Education Partner.
Ofqual regulatedLevel 2 awardLeads on to Level 3CISI Education Partner
- 1992
Founded in the City of London
The CISI grew out of the London Stock Exchange.
- 2009
Granted a Royal Charter
A mark of its standing as a professional body.
- Today
Setting the standard worldwide
Professional and ethical standards for finance in the UK and major financial centres.
What you walk away with
More than a certificate. A head start.
The CISI Fundamentals of Financial Services is the official entry point into the CISI professional framework. Here is what it gives you.
CISI student membership
Twelve months of free membership when you book your exam, with access to a network of over 50,000 finance professionals.
Something real to talk about
Genuine industry knowledge to bring to your university applications and interviews.
Clarity about your future
A clear view of how the industry works, and which part of finance you enjoy most.
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Everything included
Far more than a course. A complete system to get you through the exam.
Every part of the programme is designed to take you from your first lesson to a confident pass, with real people behind you the whole way.
70
Short video lessons
The full CISI syllabus, broken into clear, bite-sized lessons you can watch whenever suits you, each followed by a quiz.
100+
Practice questions
End-of-chapter questions to lock in every topic.
8
Full mock exams
Including official CISI sample papers, in a realistic exam simulator.
210+
Digital flashcards
Every key term, ready for quick revision on your phone.
Revision and calculation workbooks
A workbook for every chapter, plus formula sheets and a key-term glossary.
Exam-readiness tracker
See your progress and know exactly when you are ready to book your exam, guided by a structured eight-week revision plan.
An AI tutor, on hand 24/7
Ask questions, get explanations and generate extra practice questions whenever you need them.
Weekly live office hours and unlimited email support
Join a live call every week to work through tricky topics, and email us as often as you need. Many answers come back as a personalised video explanation.
Beyond the course
Your qualification is just the beginning.
CISI student membership
Twelve months of free membership when you book your CISI exam, joining a network of over 50,000 finance professionals.
Your official CISI certificate when you pass
The CISI Level 2 Award in Fundamentals of Financial Services, a regulated professional qualification to add to your CV and university applications.
Your next step
Ready to go further? The CISI Introduction to Securities and Investment (Level 3) launches in early 2027, so you can keep building your professional profile.
Not sure finance is for you?
That is exactly what this course helps you find out.
Many of our students start with a general interest in finance rather than a clear plan. The course shows you how banking, markets, investment and wealth management really work, so you can make your next decision with confidence, whether that is your university course, a work placement or your first role.
"I knew I had a general interest in finance, but I wanted to learn more so I could decide which area to go into. It really gave me that insight and helped me figure out what I wanted to do."
FinnAccepted to the London School of Economics
How it works
Study at your own pace. Sit the exam when you are ready.
The course is designed to fit around your school studies and other commitments.
Enrol and start today
You get instant access to the full course on our online learning platform, with a short welcome series explaining how the exam works and how to get the most from your study.
Learn, practise and track your progress
Work through 70 short video lessons, each followed by a quiz. Then sit full mock exams in the Exam Simulator and track your progress in the Exam Readiness Portal.
Book your exam when you are ready
You book your exam directly with the CISI and sit it at a test centre when it suits you. We will continue to support you until you pass.
The syllabus
What you will learn
The full CISI Fundamentals of Financial Services syllabus, taught from first principles. No prior knowledge of finance is needed.
- Ethics and integrityWhy trust and professionalism underpin the whole industry
- Saving and borrowingHow money moves between savers and borrowers, and how risk and reward are linked
- BankingRetail and commercial banks, loans, mortgages, credit cards and interest rates
- EquitiesWhy companies issue shares and how investors make returns
- BondsHow governments and companies raise money, and how bond investing works
- DerivativesAn introduction to the instruments behind modern markets
- MarketsHow stock markets work, what indices show and how investments are traded
- Other areas of financeFund management, insurance, foreign exchange and retirement planning
What people say
Trusted by students, parents and schools
"Our students talk more and more about careers in finance, from wealth management to the markets. In the competitive world they're entering, the CISI qualification gives them something that truly sets them apart in their university applications, interviews and future careers. Ben brought the topics we teach in A-level business and economics to life, and our students came away more confident about where they want to go next."
"If you're aspiring to study economics or finance at university, I'd 100% recommend it. It really gave me a head start."
ChrisStudent, now at the London School of Economics
"The training and resources were really comprehensive. If we didn't know anything, we could just ask. Even if you're not planning a career in finance, so much of what we learned helps with managing your own money. I'd highly recommend it."
TianyueStudent, A-level Maths, Economics and History
"I would recommend this to all students who enjoy finance and enjoy numbers, because I feel like it can just open many doors."
HudsonStudent, accepted onto the PwC Flying Start programme
"My son completed the course and received his certification during the last term of Year 10. He was even commended for being the youngest student to take the exam, and he passed with flying colours. He's now looking forward to progressing to the next level of the CISI qualifications."
15years in wealth
management
management
Your trainer
Learn from someone who has done the job.
Ben Bolger spent 15 years advising individuals and families in wealth management. Now he teaches the next generation how the industry really works, and exactly how to pass the exam.
Founder, The Financial Education CompanyExecutive MBA, Bayes Business School
His teaching is built on clarity, exam technique and helping every learner pass with confidence.
CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned outside the US by Financial Planning Standards Board Ltd (FPSB).
Enrol today
Everything you need to pass, in one place.
One payment gives you the full course and our support until you pass. Prefer to spread the cost? Choose Tamara at checkout to pay in instalments.
The CISI exam fee is paid directly to the CISI when you book your exam, and is not included in the course price.
CISI Fundamentals of Financial Services
AED 2,299
Self-paced online course- 70 video lessons covering the full syllabus
- 100+ practice questions and 8 full mock exams
- Revision and calculation workbooks, flashcards and formula sheets
- Exam simulator and exam-readiness tracker
- AI tutor, weekly live office hours and unlimited email support
- Support from us until you pass
- Free CISI student membership when you book your exam, and your official CISI certificate when you pass
Pay in instalments with Tamara
Coming soon · Early 2027
Join the waitlistCISI Introduction to Securities and Investment
The next step after Fundamentals of Financial Services. Build deeper knowledge of investment, markets and the securities industry with the Level 3 qualification. Join the waitlist to be first to hear when enrolment opens.
Questions from parents and students
Frequently asked questions
If your question is not answered here, email us and we will reply as quickly as we can.
Does my child need any prior knowledge of finance?
No. Every topic is taught from first principles, so the course is suitable for complete beginners.
Will it fit around school exams?
Yes. The course is self-paced, and your child books the exam when they are ready, around their academic commitments.
How long does the course take?
Students on our two-day course are typically ready to sit the exam within three weeks. On the self-paced course, you set your own pace and book the exam when you feel ready.
How is the exam booked?
You book the exam directly with the CISI and sit it at a test centre when you are ready. The exam fee is paid to the CISI and is not included in the course price.
What happens if they do not pass first time?
We will continue to support you until you pass, and help you prepare for your next attempt.
Can we pay in instalments?
Yes. Choose Tamara at checkout to spread the cost.
Is the qualification recognised?
Yes. The CISI is one of the most widely respected professional bodies in financial services, and booking your exam gives you 12 months of free CISI student membership.
Take your first step into finance today.
Start the CISI Fundamentals of Financial Services course now, and study at your own pace.