Financial Services Qualifications demystified
The Financial Services sector is heavily regulated, which means that there is a broad range of qualifications for you to choose from. Knowing how each exam fits with your career plans will help you determine which one to choose.
BPP Professional Education offers the most current and relevant qualifications for employment in today's financial services sector. Some are introductory level, focusing on the core competencies required for regulatory compliance. Others are higher level qualifications which allow you to specialise.
Expert advice on your options
In this video Louise Undrill, BPP's Head of CFA® programmes, outlines the main entry and professional level financial qualifications to help you decide which financial services qualification is the best fit for your career.
Which qualification is right for me?
Take a look at our guide to the key job roles within the financial services industry and an explanation of the regulatory framework to help you select the right qualification.
The entry level exams are very valuable for new graduates or people wanting to move into financial services. They also meet the regulatory framework set out by the FSA and cover the core competencies require for compliance.
- CISI Certificates
- CISI Investment Operations Certificate
- CISI Investment Advice Diploma
- Investment Management Certificate
Professional level qualifications
At professional level, the institutes (examining bodies) set the exams. These qualifications are geared towards developing your career and expanding your knowledge for your chosen career path.
Take a look at our guide to competency qualifications within financial services:
Career paths in financial services
If you know your chosen career path, read our article on the best qualifications to help you progress.