Education

Vocational qualifications

reviewThe Wolf Report 2011

Drivers for

change

Personal finance education

Inclusion within Maths and Citizenship

Social

EconomicSector

Increasing complexity of

financial markets Greater customer

understanding

Money habits inherited

Habits developed at 7 years old

ReputationImproving image

FutureMould a new generation

Youth unemployment Approx. 1m under-25s30% more than a year

looking for work

EmployabilityImproving employability

skills

HE not always appealingAlternative routes into

employment

Size of UK financial services

Significant contributor to UK income and employment

Greater awareness and responsibilityFall-out of financial

crisis

CISI qualifications in Schools & Colleges

Certificate in Fundamentals of Business & Finance (CertFBF)

1 Unit covering 10 areas:

Buying and sellingThe value of money now and in the future

Risk and rewardProtection from risks

Competing for our moneyThe role of governments in an economy

The role of the private sector in an economyThe functions of marketsPlanning for the future

Stewardship: the ethics of business

Level 2 (14-16) – GCSE equivalent

2016 performance tables

Level 3 (16-19) – A level equivalent2016 performance tables (Applied

General)

AS equivalent

* Units can be paid for and taught in stages as the diploma comprises one stand-alone award (which also forms the first unit of our popular Investment Operations Certificate) and two certificates

Work Experience Opportunities• Aims to connect motivated students to local firms for work experience (Summer)• A realistic opportunity to see what it’s like to work within Financial Services

Up to 120 UCAS points

Up to 60 UCAS points

*

Connecting with employers

Classroom Support

Work Experience Placements

Mentoring Use of Facilities

Careers talks/events

In some regions, CISI members attend school

lessons to impart their knowledge

and contextualise lesson content.

Several firms across a number of regions

offer work experience placements for those

studying towards CISI qualifications.

CISI members have mentored students

completing their Extended Projects and

have provided students with useful secondary research.

A number of firms have offered the use

of their offices to teach CISI

qualifications.

CISI members often impart valuable

insights into working in financial services at careers events.

CISI organise employment related

student events.

Employer links

Case Study Liverpool

Employer links

Classroom Support

Work Experience Placements

Mentoring Use of Facilities

Careers talks/events

Completing the Diploma in

Finance, Risk and Investment

Qualification.

Rathbones offer placements and Apprenticeships

as part of the scheme

Practitioners firms such as from

Investec, Tilney Best Invest, mentor the

students for their extended projects

Investec offer their offices for

students to have their

lessons

CISI members often impart valuable

insights into working in financial services at careers events.

CISI organise employment related

student events.