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.

Introductory qualifications

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.

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.

Find out more about careers in in financial services

CFA and CISI logos

Exam Structures

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.

Want advice on your options?