CISI Corporate Finance Strategy and Advice Exam Preparation
تحضير منظم لوحدة CFSA النهائية من المستوى السادس ضمن دبلوم CISI في تمويل الشركات، وفق أحدث منهج تمت مراجعته لعام 2026.
تمت مراجعة معلومات منهج الدورة لعام 2026. يُرجى دائماً التحقق من أحدث منهج رسمي وتحديثات المرشحين لدى الجهة المانحة قبل حجز الامتحان أو التقدم له.
يغطي المسار استراتيجية الشركات وعمليات الاندماج والاستحواذ وأداء الشركات وإعادة الهيكلة والمواد التنظيمية والمهنية الداعمة. ويُقيَّم المرشح من خلال دراسة حالة كتابية مفتوحة المراجع لمدة أربع ساعات، تتضمن 55 دقيقة لمراجعة المعلومات وثلاث ساعات لكتابة الإجابات والتوصيات.
تفاصيل الامتحان
| نوع التقييم | Four-hour open-book narrative case study: 55-minute review stage followed by three hours of written answers |
| المدة الزمنية | 240 دقيقة |
| المستوى | المستوى 6 |
| ساعات الدراسة الموصى بها | 300 ساعة |
المزايا الرئيسية
Four-hour case-study method
Separate the 55-minute information-review stage from the three-hour writing stage and use each period deliberately.
- ✓ Issue and evidence mapping
- ✓ Analysis and calculation planning
- ✓ Timed report delivery
Integrated corporate-finance judgement
Connect strategic, transaction, performance and regulatory evidence before selecting a recommendation.
- ✓ Corporate strategy and value creation
- ✓ M&A alternatives and financing
- ✓ Performance, recovery and reconstruction
Board-level report structure
Turn case facts into balanced analysis, conclusions and practical recommendations for the intended audience.
- ✓ Executive summary and terms of reference
- ✓ Numerical and narrative evidence
- ✓ Risks, implementation and next steps
المنهج الدراسي
الوحدة 1: Corporate Strategy
Analyse domestic and international business strategy and give relevant advice. This area carries an official weighting range of 15-35%.
- • SWOT, PEST and Porter's Five Forces
- • Growth strategy and value creation
- • Acquisition versus organic growth
- • Disposals and the disposal process
الوحدة 2: Mergers and Acquisitions
Evaluate acquisition finance, valuation, enlarged-group effects, integration, restructuring, sale preparation and due diligence. This area carries an official weighting range of 35-50%.
- • Acquisition financing and financial effects
- • Free-cash-flow, multiples and comparable-company valuation
- • Synergies and post-acquisition integration
- • Schemes, sale preparation, due diligence and dividend policy
الوحدة 3: Corporate Performance and Reconstructions
Assess advanced corporate performance, recovery, reconstruction, schemes and private equity. This area carries an official weighting range of 30-50%.
- • Economic value added and performance analysis
- • Business recovery and reconstruction
- • Schemes of arrangement
- • Role of private equity
الوحدة 4: Supporting Material for Sections 2 and 3
Apply the transaction, capital-markets, advisory, regulatory, governance and investor-relations knowledge required within M&A and reconstruction scenarios.
- • Advisory team and capital-raising methods
- • Flotations, private equity and quoted-company transactions
- • UK Listing Rules, Takeover Code, DTR, UK MAR and AIM Rules
- • Directors, governance, shareholders and confidential information
لمن هذه الدورة؟
الأسئلة الشائعة
Corporate Finance Strategy and Advice is assessed through a four-hour open-book narrative case study. Candidates have 55 minutes to review and annotate the information and examination paper, followed by three hours for the written answers.
CFSA is the final Level 6 unit in the current four-unit Diploma route. It follows FRFS, SFCIV and MAMR. Candidates using legacy or exemption routes should check their current eligibility directly with CISI.
Version 12 gives Corporate Strategy a 15-35% range, Mergers and Acquisitions 35-50%, and Corporate Performance and Reconstructions 30-50%. Supporting material is applied within the M&A and reconstruction sections rather than receiving a separate weighting.
No. It is an open-book narrative case study requiring analysis, professional judgement, conclusions and commercially practical recommendations. Any interactive scenarios in our supporting articles are answer-planning practice, not a reproduction of the official assessment.
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التحضير لاختبار CISI في استراتيجية تمويل الشركات والمشورة
ميزات الدورة
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