Understanding key elements and basic workings of the Financial Services Industry (useful for exams as well)
What you will learn
Banking – History of banking
Banking – Distinctions between Retail/Investment etc
The role of banks
Central banks
Saving and Borrowing
Evaluating different sources of borrowing (mortgage, overdraft, credit card, payday loans etc)
Calculating effective annual IRs
Ethics and Integrity in Financial Services
How the financial services sector links savers and borrowers, both on a household and corporate scale
Insurance
IPOs
Sources of return for shareholders
Calculating dividend yields
Benefits and risks of shareholding
Bonds
Advantages and disadvantages of bondholding
Credit rating agencies (S+P, Fitch, Moody’s)
Derivatives – call/put options, futures
Markets – stock exchanges and regions/sectors that they represent
Fund management (vs direct investment)
Forex
Pensions
Fintechs, Crowdfunding, Distributed ledger tech
Description
Thank you for stopping on our course.
The Financial Services industry is one of the most widely publicised, we all interact with it in different ways and yet sometimes we don’t know what goes on within.
Fundamentals of Financial Services has been developed as an introductory repository of information for the way the industry works.
It is developed with the following potential learners in mind:
– Anyone new to the industry
– Anyone seeking knowledge about the basics relating to FS institutions, products and services
– Anyone sitting the any financial services exams – foundation or basic levels, including:
- New employees at various financial institutions
- Anyone interested in Economics and the Economy
- CISI Level 2 “Fundamentals of Financial Services” candidates
- ACCA students
- AAT students
- Finance diploma, degree students
- Accounting diploma, degree students
- Tax students
- Financial Services entry level
- Banking entry level
- Apprentices in the Financial Services industry
- Anyone interested in Economics and the Economy
We developed it to help people:
– Prepare for exams
– Learn more about the Financial Services industry
– Get a good foundation of the basics within the industry
We have provided information to suite the above mentioned groups of people and also anyone curious about the topic.
We wish you success your endeavour’s within the industry and look forward to interacting with you on LinkedIn.
We welcome your feedback, questions and comments.
Content
