Fundamentals of Financial Services
What you'll 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
Requirements
- Anyone and everyone
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.
Who this course is for:
- CISI Level 2 “Fundamentals of Financial Services” candidates
- Finance Student
- Accounting Students
- Tax Students
- ACCA
- Financial Services entry level
- Banking entry level
- Financial Services Interns or Apprentices
- Anyone interested in Financial Services
- Anyone interested in Economics and the Economy
- New employees at various financial institutions
Instructors
- 4.5 Instructor Rating
- 5,378 Reviews
- 122,464 Students
- 28 Courses
1). Strategic partnerships expert.
2). Business, Financial, Start Up, Small Business, Workplace Environment Education:
- Everything about your business: from management challenges, needing guidance and coaching to identifying opportunities, changes in your industry or in the wider world you can take advantage of, tax, product development, marketing staffing etc.
- Start up considerations, processes, priorities and much more
- Creating new income streams, sales, marketing, social media, etc
- Finance: Financial accounting made easy, financial control, ratios, technical accounting, management accounting and many more
3). Leadership, Management Education and Consulting.
4). Funding/Finance Education and Consulting:
- Resolving pain points around finance and funding for your organisation.
- Seeking finance from qualified investors, family offices and other verified sources.
- Supporting investors in identifying viable businesses and opportunities to invest in.
- Analysis of opportunities and presentation to various interests.
5). Mindset related Mentor, Teacher, Coach and Publisher.
Skills: Small business coaching, structuring, funding · Strategic Partnerships · Business Strategy · Leadership · Finance, Accounting etc
- 4.4 Instructor Rating
- 1,148 Reviews
- 30,366 Students
- 3 Courses
An incoming Economics undergraduate with a passion for financial services and its functions. Teaching provides me with the opportunity to engineer my future career into the financial services industry.
A brief overview:
- Academic Scholar at Eltham College
- Key figure in Eltham College Politics and Economics Society
- Eltham College Economics Prize winner