Vocational qualifications review The Wolf Report 2011 Drivers for change Personal finance education Inclusion within Maths and Citizenship Increasing complexity of financial markets Greater customer understanding Money habits inherited Habits developed at 7 years old Reputation Improving image Future Mould a new generation Youth unemployment Approx. 1m under-25s 30% more than a year looking for work Employability Improving employability skills HE not always appealing Alternative routes into employment Size of UK financial services Significant contributor to UK income and employment Greater awareness and responsibility Fall-out of financial crisis

CISI qualifications in Schools & Colleges Certificate in Fundamentals of Business & Finance (CertFBF) 1 Unit covering 10 areas: Buying and selling The value of money now and in the future Risk and reward Protection from risks Competing for our money The role of governments in an economy The role of the private sector in an economy The functions of markets Planning for the future Stewardship: the ethics of business Level 2 (14-16) – GCSE equivalent 2016 performance tables Level 3 (16-19) – A level equivalent 2016 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 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 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.