FAE

FAE Financial Services Study Notes

Specialist Financial Services notes covering banking, lending, funds, trade finance, regulation, ESG, and treasury products.

Printed notes Digital access available Tracked shipping Last updated May 2026

What's included

This pack turns a broad specialist elective into a structured case toolkit. It covers the financial services environment, credit risk, investment funds, international trade, sustainable finance, and risk-managed products.

  • Covers banking, lending, funds, regulation, trade finance, ESG, AI, and treasury.
  • Includes credit-risk and lending decision frameworks.
  • Supports fund, trade, and treasury case simulations.
  • Built for specialist commercial judgement.
  • Available in printed format, with digital access where selected.

Coverage areas

Financial Services EnvironmentBusiness Lending & Credit RiskInvestment FundsInternational Trade, Treasury & Sustainable Finance

What's inside the pack.

Each ACA Notes module is split into three practical parts. Part C teaches the subject, Part B turns it into exam-ready competency notes, and Part A gives you the tools for final revision and exam execution.

Part C - Long-form Notes

Part C — Learn the subject

Banking, lending, credit risk, investment funds, regulation, international trade, treasury, ESG, sustainable finance, AI, and digitalisation are taught as a specialist commercial environment. Students learn the institutions, products, risks, and decisions behind the elective.

  • Builds the specialist environment across banking, lending, funds, trade, regulation, treasury, ESG, and AI.
  • Explains institutions, products, risks, and commercial decisions.
  • Preserves the breadth needed for a specialist FAE elective.
Part B - Mastery Notes

Part B — Turn knowledge into exam judgement

The material is reorganised around specialist judgement: assessing credit risk, structuring lending, evaluating covenants and security, explaining fund lifecycle issues, advising on trade finance, and responding to regulatory, ESG, and digital developments.

  • Focuses on credit risk, lending structures, covenants, security, funds, trade finance, ESG, and regulation.
  • Turns specialist content into case-ready judgement.
  • Highlights the commercial reasoning expected in the elective.
Part A - Exam Desk

Part A — Execute under exam conditions

The tools focus on specialist case execution: lending memo skeletons, credit-paper structures, fund setup and termination routes, trade-finance decision frameworks, covenant and repayment-capacity cards, ESG credit-risk routes, and treasury product reference cards.

  • Includes lending memos, credit-paper structures, and repayment-capacity cards.
  • Provides fund, trade-finance, ESG, and treasury product routes.
  • Supports specialist case simulation and fast lookup.

See the Notes

We provide a substantial free sample — approximately 10% of the full notes, typically 30–45 pages — so you can review the structure, tone, and depth before purchasing.

What Students Say

FS can get overwhelming fast because there is such a wide range of material in it. These notes helped me bring it all together, especially around funds, regulation, lending, credit risk and AML. I stopped feeling like I was revising separate mini-subjects and started seeing how it all fits.

Eric A. · FAE Financial Services · Autumn 2025

I found these really helpful because they made a specialist elective feel far more approachable. The topics can sound very dense at first, but the notes explained them in a way that felt clear and relevant.

Andrew P. · FAE Financial Services · Summer 2025

For me, the value was that the notes made the subject feel more real. They were not just giving definitions, they helped me understand the environment the industry operates in and why certain issues matter.

Sheehan A. · FAE Financial Services · Summer 2025

Pack options

Pack options

Refund policy applies — see terms. Full details →

Tracked shipping Digital access where selected Refund policy applies
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