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Fundamentals of Financial Services (CISI)

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Certificate WFI

This interactive course is designed to provide candidates with an introduction to the basics of financial services.  The importance of ethics and integrity is stressed, and major activities such as saving and borrowing, banking, equities, bonds and financial markets are explored.  Exercises are illustrated using real life case studies.  Successful passing of the CISI exam leads to pathways in various areas of finance, through achievement of certificates and diplomas.

Target Audience:

Junior to mid staff working in banks and other areas of financial services, or those who aspire to make a career in areas of finance, as well as junior to mid staff in corporations, and finance operations staff.


  • Provide candidates with an introduction to the basics of financial services
  • Embed an understanding of ethics and integrity in financial services
  • Examine the major activities in finance, including saving and borrowing, banking, equities and bonds
  • Impart a knowledge of the workings of financial markets and other areas of financial services

Assessment Strategy:

Participants will engage throughout the program with exercises & case studies.  At the end of the program a mock exam for the CISI certificate will be administered.

Day 1

Module 1: Ethics and Integrity in Financial Services

  • Importance of efficient markets
  • Culture and leadership
  • Relationship to regulation
  • Case study

Module 2: Introduction – saving and borrowing

  • Transformation processes, risk vs. reward
  • Cycle of funding
  • Other services: insurance, FX
  • Case study

Module 3: Banking

  • Retail and commercial banks
  • Banking products, interest rates
  • Investment and central banks
  • Case study

Module 4: Equities

  • Shares and corporate actions
  • Stock market returns vs. risks
  • Shareholder rights
  • Case study

Day 2

Module 5: Bonds

  • Definition and features of bonds
  • Credit rating agencies
  • Risks of bonds
  • Case study

Module 6: Markets

  • Functions of exchanges
  • How firms raise money on exchanges
  • Major stock indices
  • Case study

Module 7: Other areas of financial services

  • Fund management
  • Foreign exchange
  • Insurance and retirement planning
  • Case study

Module 8: CISI mock exam

6000 SAR

Including VAT

Course Number: BNK-CISI-010001
Course Language: English
Duration: 2 Day(s)