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Personal Finance Institution of Financial Services at The Petchey Academy

Course description

The course is split into four units across the two years with each unit containing a mix of multiple choice, short answer and essay-style questions. The exams are based around applying financial advice to a given scenario.

  • The attributes and the functions of money.
  • The personal life cycle.
  • Financial products and the life cycle
  • Mortgages
  • Savings products
  • Investments
  • Personal loans
  • Debit and credit cards
  • Interest rates and inflation
  • Scenario-based case studies of different financial situations
  • Giving financial advice for scenarios and recommending financial products

Entry requirements

The IFS (Institute of Financial Services) is a professional services body aligned to the banking and financial services industry. Their School of Finance ( provides qualifications to A Level standard and above that are designed to prepare students for careers in financial services. The Certificate (AS) and Diploma (A2) have full A Level equivalency and carry the same UCAS points as other A Levels.

This would be an additional course to your three principal subjects and is open to all UG students whether doing BTEC, A level or Pre-U.

Future opportunities

The IFS course is recognised throughout the financial services industry. Careers it will support are:

  • Accountancy
  • Banking
  • Investment banking
  • Independent financial advice

How to apply

If you want to apply for this course, you will need to contact The Petchey Academy directly.

Last updated date: 04 April 2017
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