2. for financial education
Lifelong partners
for financial education
Hema Tank
Associate Dean

3. We’ve been at the heart of the sector since 1879

4. financial services professionals study our qualifications every year
Today…
120 countries
A global community of students and alumni in over 120 countries
135 years
Providing industry leading education and thought leadership
30,000
Young people taking our financial capability qualifications a year
20,000
financial services professionals study our qualifications every year

5. Our vision
To be an internationally recognised organisation delivering outstanding financial education

6. We concentrate on four key areas
Highly regarded and distinctive degree programmes and professional qualifications
Supporting the development of those who aspire to and already work in financial services
Enhancing the financial skills and capability, and broadening our outreach in the wider community
Research and thought leadership to advance the banking and finance profession

7. Joining the dots
Highly regarded and distinctive degree programmes (University) and professional qualifications (Corporate)
Supporting the development of those who aspire to and already work in financial services (careers)
Enhancing the financial skills and capability, (schools) and broadening our outreach in the wider community (charity)
Research and thought leadership (academic) to advance the banking and finance profession (corporate)

8. How it works Structure 3 Business areas, 1 COO
Report to Chief Executive
Responsible for owning strategy
Sits on Board of Governors
Finances
Responsible for P&L
Allocated costs to all services
Decision Making
Empowered at local level/big decision at BH/LG
Organisational decisions
Priorities

9. Advantages Providing opportunities to network and share information
Sharing insight and generating thought leadership
An active global community
Pipeline for recruitment.
Exposure to the sector across all programmes
Profile/brand/presence
Risks

10. Financial Capability
& Outreach

11. Preparing young people for life
Helping schools instil the knowledge and confidence their pupils need to make good financial decisions
Focusing on the everyday financial skills needed and essential skills employers say are missing
Making the banking and finance sector more accessible and attainable
Financial education now in the national curriculum

12. And formal structured qualifications
Accredited by Ofqual
A Level and GCSE equivalents
Fully funded for delivery in schools and colleges
Included in school performance tables
CeFS & DipFS carry maximum available UCAS points
Level 3 Diploma in Financial Studies (DipFS)
Level 3 Certificate in Financial Studies (CeFS)
Level 2 Certificate in Financial Education (CeFE)
Level 2 Award in Financial Education (AiFE)
Level 1 LiFE Award

13. Degree
Programmes

14. Developing the next generation of professionals
Providing the skills and knowledge that the sector expects from people starting out or furthering their careers
Delivered by respected practitioners and industry thinkers
Learning is based on contemporary real life rather than text book theory
Our students graduate with the recognised professional status for sector employment

15. Delivered in a professional environment
High levels of contact time with Lecturers and Tutors
Lecturers with strong academic and industry experience
Small class sizes for maximum interaction
Focus on employability
Industry networking events every week
Networking skills, interview techniques
Mentors scheme
Internships

16. Professional
qualifications

17. Advancing careers
The skills and capabilities to help people perform more effectively and responsibly
For a range of roles and experience
Across retail, business, commercial and corporate finance
Individuals are able to progress based on their goals, development needs and circumstances

18. Continuous learning Continuing Professional Development
Accredited CPD schemes
CPD verification and recording
E-learning
Executive Education and training
Bespoke and open programmes
Governance, risk and compliance
Credit skills and lending

19. In summary
We exist for a very simple reason To advance banking and finance by providing outstanding education and thinking, tailored to the needs of business, individuals and society.

20. Thank you