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London:
Monday 13th February 2017
Wednesday 15th February 2017

Regional:
Birmingham: Coming Soon

Watch this space for information on application deadline to secure your place !

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Insight Event: Weds 26th October 2016 at Aberdeen Asset Management Offices in London

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Insight Event: Weds 26th October 2016 at Aberdeen Asset Management Offices in London

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Find the detailed agenda for the day below:

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Find out more about apprenticeships in financial services.

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Find out more about apprenticeships in financial services.

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Types of apprenticeships

You'll need an investigative mind and the ability to understand large amounts of complex information in many jobs in legal services. If you have these skills, law might be your field. the financial services industry offers a variety of roles. You'll need to be good with numbers and have good organisational, business and people skills in these jobs.

There are apprenticeship available in several sectors of the legal, finance and accounting sector:

Levels of apprenticeship

Apprenticeships have equivalent educational levels.

Some apprenticeships may also give you an additional qualification, such as a diploma.

Apply for a legal, finance and accounting apprenticeship

You can become an apprentice in England if you're:

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Legal, finance and accounting apprenticeships

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You'll need an investigative mind and the ability to understand large amounts of complex information in many jobs in legal services. If you have these skills, law might be your field. the financial services industry offers a variety of roles. You'll need to be good with numbers and have good organisational, business and people skills in these jobs.

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Interested in a career in financial services? Is financial services for you?

See the CISI student brochure for more information.

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The Chartered Institute for Securities & Investment (CISI) is the largest and most widely respected professional body for those who work in the securities and investment sector in the UK and in a growing number of financial centres globally. The CISI are promoters of Integrity and Ethics in the financial services profession.

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Starting out in the investments industry - hear what one of our apprentices has to say about his journey...

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Starting out in the investments industry - hear what one of our apprentices has to say about his journey...

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Inspiring futures and developing the next generation of finance professionals We partner with Schools, Colleges and Universities to offer qualifications and career education for young people to learn about the financial services industry and gain an understanding of the diverse job roles and employment opportunities available within the industry. cisi.org/getintofinance

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Hear what our students have to say about studying for the Level 2 Fundamentals qualification with the CISI....

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Hear what our students have to say about studying for the Level 2 Fundamentals qualification with the CISI....

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chartered insitute for securities and investment

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Don’t just take our word for it, hear what our students think

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Katy Lay and Rhovie Gakima, Year 12 students at The City Academy in Hackney, London are currently taking the Level 2 Fundamentals of Financial Services qualification with the Chartered Institute for Securities & Investment (CISI). They discuss their course as well as their experiences of the CISI insight events held in February 2016 at JP Morgan and Aberdeen Asset Management in London.

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The CISI Education Programme for young people aged 16 - 19 years old.

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The CISI Education Programme for young people aged 16 - 19 years old.

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Visit our schools and colleges website to find about the qualifications we can offer you.

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Schools & Colleges

Their future, your vision, our focus

We actively promote the advancement of knowledge in the field of securities and investment in schools and colleges by introducing students to the world of financial services and its many career opportunities. We can help you integrate our professionally recognised financial services qualifications into your curriculum and provide support for both teachers and students.

Our partnerships with education centres enable educators and the professional sector to work together to disseminate knowledge and offer real world learning experiences to encourage and develop the next generation of financial services talent.

Our qualifications, approved for delivery at GCSE (level 2) and A level (level 3) can be seamlessly embedded into your curriculum and aim to develop students' knowledge of the financial services sector and its functions and challenge them to think about implications for their own personal finance decisions.

Level 2

Award in Fundamentals of Financial Services
(Total Qualification Time: 101 hours)

Level 3

Diploma in Finance, Risk & Investment
(A Level Equivalent - Total Qualification Time: 364 hours)

Certificate for Introduction to Securities & Investment
(A/S Level Equivalent - Total Qualification Time: 201 hours)

Recognition & employability

Our certificates are recognised by banks and organisations as the preferred professional qualifications for professional practitioners.

Up to 120 UCAS points can be gained and our qualifications will be recognised on the DfE Performance Tables.

Free CISI Student membership - students are associated with a chartered professional body and are able to take advantage of an extensive range of benefits.

Work experience placements via our Investing in Futures scheme will enable your students to combine learning with on the job, real world experience.

Annual prizes are available to the best performing student undertaking CISI qualifications at your school/college.

Recognition for the overall highest achieving student(s) each year at our prestigious Annual Awards Ceremony, hosted by a representative of the Lord Mayor of the City of London.

Accessible & affordable

Flexible teaching structure and the functionality to hold exam testing at your school/college.

Free teacher training, the services of a peripatetic teacher and provision of teaching materials.

Educational bursaries of up to £900 are available, as well as Government funding opportunities.

Connections & opportunities

Our connections with financial services organisations, our 45,000 members and our branches in your local area can offer you added value and the opportunity to build partnerships, via practitioners to support classroom teaching, career presentations or mentoring.

Links with over 40 UK universities which we've recognised as leading institutions in financial services education.

Connect your students to a career in financial services

If your school is interested in joining our network please contact our Education Development team:

+44 20 7645 0714

educationdevelopment@cisi.org

Our team will help you through the registration process, arrange a site visit to discuss your application and approve your test centre so you can get started. Once your school/college is registered you will be recognised as a centre accredited to teach and test CISI qualifications.

View the syllabus

Learning objective

To provide an understanding of financial services and an overview of key concepts and terminology relating to it.

Students will gain a broad insight into the fundamental components of the financial services sector. This would include looking at different types of banks, commonly used financial products, such as shares, bonds and insurance, as well as an introductory understanding of markets and how they work.

Syllabus summary

Ethics and integrity in financial services

Introduction - saving and borrowing

Banking

Equities

Bonds

Markets

Other areas of financial services

Assessment

Total Qualification Time: 101 hours (Total Qualification time is a term that Ofqual require awarding organisations to use. It is an estimate of the total time a candidate might typically take to complete the qualification. It includes Guided Learning Hours and any other time a candidate is likely to spend in studying for the qualification.)

Delivered over 1 year

Online exam graded pass/fail

(A/S Level equivalent - Total Qualification Time: 201 hours)

The Certificate is gained by achieving two units:

Financial Products, Markets & Services

Extended Project (Certificate)

Declared purpose

The CISI Level 3 Certificate for Introduction to Securities & Investment (Qualification Number: 500/6267/0) is an Applied General Qualification within the area of financial services (Accounting & Finance). It has been specifically designed to be taught in schools and colleges to equip post 16 learners with a broad range of transferable knowledge and skills gained through applied learning to enable progression into Higher Education or employment.

The qualification will provide candidates with an introduction to the financial services sector with a focus on investments. It will also enable candidates to expand their skills in planning, collecting, analysing, managing, evaluating and presenting information. It consists of two mandatory units which candidates must achieve in order to complete the qualification.

It supports progression to a range of finance and business related higher education courses when combined with other qualifications.

Subjects which will complement this qualification are Mathematics, Economics, and Business Studies.

The Certificate is regulated by Ofqual as a level 3 qualification on the Regulated Qualifications Framework (RQF)

Progression to higher education

The Certificate for Introduction to Securities & Investment is recognised by higher education institutions as fulfilling entry requirements to a range of finance and business related higher education courses when combined with other qualifications, including:

Referencing

It is a requirement of the Extended Project that all reference sources and their annotation in the project report should follow a consistent referencing format for texts, journals, website pages etc.

Candidates are free to choose their own system of referencing, however the following links to the Harvard referencing system may be useful for you.

University of Exeter: Referencing -The Harvard System
University of the West of England: UWE Harvard: Referencing guidance
Birmingham University: Harvard: reference list and bibliography

Supporting documentation

(A Level equivalent - may also be taken as part of the International Baccalaureate Career-related Programme - Total Qualification Time: 364 hours)

Learning objective

To provide an understanding of the key characteristics, mechanisms and influences on financial markets and institutions. Students will gain an insight in to data analysis, investment appraisal and accounting and the role and responsibility of financial services in society.

Declared purpose

The CISI Level 3 Diploma in Finance, Risk & Investment is an Applied General Qualification within the area of financial services (Accounting & Finance). It has been specifically designed to be taught in schools and colleges to equip learners with a broad range of transferable knowledge and skills gained through applied learning to enable progression into Higher Education or employment.

The qualification will give candidates an understanding of the key characteristics, mechanisms and influences on financial markets and institutions, and includes a grounding in data analysis, investment appraisal, accounting and the role and responsibility of financial services in society as a whole.

It supports progression to a range of finance and business related higher education courses when combined with other qualifications.

The Diploma is regulated by Ofqual as a level 3 qualification on the Regulated Qualifications Framework (RQF)

Qualification structure for academic year 2016/17

The Diploma is gained by achieving four units:

Unit 1
Money, Economies & Uncertainty**

Unit 2
Investment Decision Making, Accounting & Governance**

Unit 3
Financial Products, Markets & Services

Unit 4
Extended Project (Diploma)

** On successful completion of Units 1 and 2, a candidate will achieve the CISI Level 3 Certificate in Finance, Risk and Decision-Making (Total Qualification Time: 163 hours)

Supporting documentation

Information for candidates sitting during academic year 2015/16

We are delighted to be partnering with the International Baccalaureate (IB) on their Career-related Programme (CP), and have agreed a finance pathway for 16-19 year olds that is being piloted in a number of schools, as follows:

CISI Diploma in Finance, Risk & Investment

**The third IB Diploma may be chosen from the following subject groups:

The above combination of IB Diploma Programme (DP) courses enables students to demonstrate numeracy skills, IT skills, as well as communication skills - all considered key by financial services employers - and provides a broad base to complement the specialist CISI unit in finance, risk and investment. However, this combination is not prescriptive and other subjects may be considered.

"The package enables students to achieve a maximum of 200 revised UCAS points, while also gaining valuable personal and interpersonal skills, helping students to secure university places, apprenticeships or jobs in the finance sector."

Dr Peter Fidczuk, UK Recognition and Development Manager, International Baccalaureate

Progression to higher education

The Diploma in Finance, Risk & Investment is recognised by higher education institutions as fulfilling entry requirements to a range of finance and business related higher education courses when combined with other qualifications, including:

For Schools

Classroom resources

Teacher portal

Online teacher portal providing teaching materials and CISI updates

Teacher training

Financial services practitioner presentations

We can contact CISI members in your local area to arrange for them to come in and talk to your students about working in the professional sector

For Students

Resources

CISI textbook

Financial Services Jargon Buster- a glossary of professional terminology

Free access to member only areas of the CISI website, as well as free Student membership of the CISI, including member benefits

Opportunities

Work Experience opportunities and Insight days through our 'Investing in Futures' initiative, which partners financial services firms with CISI schools/colleges

Exemption from professional qualifications

Career Insight

Get into Finance

Get into Finance is a who, what, why and how introduction to financial services. The guide includes case studies as well as CV and interview advice.

Personal finance books

#yourmoney provides a comprehensive introduction to the world of money for 16 to 25 year olds, meeting a pressing need to provide straightforward information on key financial facts for young adults as they take on responsibility for their personal finances.

A community partnership is developing the next generation of finance professionals in Liverpool

An initiative between the CISI, Archbishop Beck Catholic Sports College, Liverpool City Council and the Liverpool Learning Partnership is encouraging Merseyside young people to aspire to careers in financial services.

Through a teaching post sponsored by the CISI, sixth form students at local schools and colleges are coming together to study for our Certificate for Introduction to Securities & Investment. This AS equivalent Level 3 qualification comes with UCAS points and a pathway into the professional qualifications required when joining the sector, either at apprenticeship or graduate entry.

The initiative is very well supported by local practitioners, who host lessons at their firms' offices on a monthly basis, delivering a practical spin on the theory learnt in those lessons, and mentor students completing an Extended Project. Local firms also offer work experience to the CISI students and host and support a "Careers in Investment Management" conference annually.

James Charlton, Investment Manager at Tilney Bestinvest and President of the Liverpool, Chester & North Wales CISI Committee said "The programme has been extremely successful in fostering links between students at local schools studying for CISI qualifications and local financial services employers. The branch committee work tirelessly to create opportunities for students, and our members have been a tremendous support. Their participation has been fundamental to the success of the programme."

"It's widely recognised that if you're seeking a career in Wealth Management, outside of London, Liverpool is the place to be and we are committed to educating, developing and retaining the next generation of talented investment professionals in our city."

Qualification Costs

The CISI is committed to making its courses accessible, we provide students in full-time education with a 50% discount. The breakdown of costs (including the discount) per student for the 2014/15 academic year is as follows:

Level 2 Award in Fundamentals of Financial Services (for 16-19 year olds)
Exam fee

Workbook price

Total cost

Fundamentals of Financial Services

£30.00

£40.00

£70.00

Level 3 Diploma in Finance, Risk and Investment (A Level equivalent)
Exam fee

Workbook price

Total cost

Money, Economies and Uncertainty

£40.00

£40.00

£120.00

Investment Decision Making, Accounting and Governance

£40.00

Introduction to Investment

£40.00

£40.00*

£120.00

Extended Project

£40.00

n/a

Students benefit from one free exam resit for all modules.

Government Funding

The qualifications are listed as eligible for funding as defined under Section 96 of the Department for Education's (DfE) Learning and Skills Act 2000. Search for these qualifications on the Learning Aim Reference Application:

Award in Fundamentals of Financial Services - 60134847

Award for Introduction to Investment - 50107823

Certificate for Introduction to Securities & Investment - 50062670

Certificate in Finance, Risk & decision Making - 60079782

Diploma in Finance, Risk & Investment - 60078339

CISI Educational Bursary

The CISI's Educational Trust sponsors a bursary scheme for students aged 16-19 studying at schools or colleges undertaking CISI qualifications. An award can be made for a maximum of two pupils at each centre teaching CISI qualifications per academic year, a maximum of 30 weeks at £30 per week, per student, a total of £900.

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The Chartered Institute for Securities & Investment (CISI) is the largest and most widely respected professional body for those who work in the securities and investment sector in the UK and in a growing number of financial centres globally. The CISI are promoters of Integrity and Ethics in the financial services profession.

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This animation is part of a 10-video series produced by the CISI to help you learn more about the key components of the financial services industry.

Watch & Learn !

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This animation is part of a 10-video series produced by the CISI to help you learn more about some of the key components of the financial services industry. In this video you will learn about how the financial services industry links those with surplus money to those who need to borrow money.