Financial Studies, Securities and Investment

only 1 places left
L3 Level 3
Full Time
2 September 2019 — 19 June 2020
City Centre Campus, Cardiff

About this course

This one-year full time Level 3 course combines certificates from both the Chartered Institute for Securities and Investment and the London Institute of Banking and Finance.

  • Certificate in Financial Studies - Level 3 - The London Institute of Banking and Finance - (A/S Level equivalent)
  • Certificate for Introduction to Securities & Investment - Level 3 - Chartered Institute for Securities and Investment - (A/S Level equivalent)

  • Essential Skills

What you will study

The aim of the LIBF Level 3 Certificate in Financial Studies is to provide students with a comprehensive introduction to personal finance. It develops skills to make informed financial decisions and introduces the risks and challenges involved in personal finance and the tools for effective planning. It consists of the following two mandatory units which candidates must achieve in order to complete the qualification.

Unit 1 - Financial Capability for the Immediate and Short Term

  • Understand the value and purposes of money.

  • Understand the concept of the personal life cycle and the impact of external influences.

  • Understand the features of different types of financial services product.

  • Understand the role of key stakeholders in financial services provision.

  • Understand the characteristics of financial products for managing money.

  • Understand how to manage finance in the short term and the impact of poor decision making and unforeseen circumstances.

  • Understand the impact of legislation and regulations on earnings and the key features of income tax and National Insurance.

  • Understand an individual's financial needs through the various life stages.

Unit 2 - Financial Capability for the Medium and Long Term

  • Understand the influence of values, needs, wants and aspirations on financial decision-making.

  • Understand how to budget for the future aspirations and life events.

  • Understand how to plan for medium and long-term financial needs.

  • Understand the features of risks and rewards in managing personal finances.

  • Understand the features of different types of financial services product.

  • Understand how to make informed financial choices in the selection of financial services products.

  • Understand when, where and how an individual can get financial help and advice.

The aim of the CISI Level 3 Certificate for Introduction to Securities & Investment is to 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 the following two mandatory units which candidates must achieve in order to complete the qualification.

Unit 1 - Financial Products, Markets and Services

  • The Financial Services Industry

  • Economic Environment

  • Financial Assets and Markets

  • Equities

  • Bonds

  • Derivatives

  • Investment Funds

  • Financial Services Regulation

  • Taxation, Investment Wrappers and Trusts

  • Other Retail Financial Products

Unit 2 - Extended Project

Candidates are required to apply the knowledge they have acquired, undertake research with a view to expanding their skills of planning, independent research, analysis, problem-solving, evaluation and presentation skills, culminating in a word report and personal evaluation of their project handling.

Course fee per year

Registration Fee Payable on Enrolment: £30.00

Entry requirements

5 GCSEs Grades A* - C including English Language and Maths (or equivalent).

Teaching and assessment

  • Exams and written assessments

Important points

  • The College welcomes contact with parents/guardians of students who are under 18
  • Additional support is available for students with learning difficulties and disabilities
  • Cardiff and Vale College is committed to inclusion and values diversity. We are determined to promote equality of opportunity and to treat everyone fairly and with respect
  • Cardiff and Vale College reserves the right to make changes to this course without prior notice
  • All courses are accurate at the time of upload or print
  • Courses can only run if there are sufficient numbers
  • Please note, if you choose three or more course choices, then you may be referred for a careers appointment first. This does not apply to A Level or GCSE choices.
Key information

Start date

2 September 2019

End date

19 June 2020

Time of day

Day Time

Full Time

17.5 hours per week

Location

City Centre Campus, Cardiff
Maps & directions

Course code

BSCC3F30
L3

Qualification

Level 3 LIBF Cert in Financial Studies

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Locations

City Centre Campus, Cardiff
City Centre Campus, Cardiff

City Centre Campus,

Dumballs Road,

Cardiff,

CF10 5FE