Are you entering or looking to enter the world of financial services? Do you feel there is so much to learn but don't know where to start? Are you a sales person, analyst or operations manager looking to get a get a big picture of the financial services landscape before your big presentation due tomorrow? Do you need to brush up the basics before a wall street interview?
Instead of boring you with endless theory, this course gives you a practical foundation for anyone looking to understand the role of financial institutions and products in our day to day lives and also enables you to identify areas of financial services to specialize in.
This course talks about what is out there in the world of Banking, Financial services and Fin-Tech in a short and concise manner. It can also serve as a precursor in case you are talking up specialized courses like Series 7, CFA, CFP or other professional licenses.
At the end of this course, students will get a big picture or an overview of the entire financial services landscape and what kind of institutions are involved.
Students will also understand the role of financial services in our economy.
Learn essential wall street and financial services jargon used to day to day work life
Learn about Banks, Broker dealers and Investment banks and what role they plan in the financial services ecosystem..
Learn about different kind of funds. Understand the differences between the 2 most popular kind of funds - Mutual funds and Exchange traded funds(ETF), Also learn about Hedge funds, Private equity funds and Venture Capital funds.
Learn about Stock exchanges, Credit rating agencies, Transfer agencies and other financial intermediaries. Also covered in this lecture are non bank financial services like Money services businesses and Insurance services.
Learn about the newest and the most exciting area in financial services - Fin-tech: Peer to peer lending, Robo advisory, Crowd funding, Payments and digital wallets, Bitcoin..
Learn about the top regulatory agencies in the USA
Summarize what you have learned so far by using a slide which we presented during the beginning of the course.
Learn about what are some of the career options in the financial services space..
My name is Madhavan and I am a Fin-tech consultant. I have my own consultancy practice and advise global tier 1 financial services and wall street firms in the area of finance and technology. Here are some of highlights of my experience and focus areas -
- Seasoned Fin-tech consultant with over 15 years of experience covering most areas of Banking & Financial services.
- Worked with major global financial firms - JP Morgan Chase, Morgan Stanley, Wells Fargo, Citibank and BlackStone.
- Designed and Implemented large scale complex financial,business and technology systems.
- Moderator of Regulation technology group on linked-in focusing on the impact of regulations on the financial services industry.
- My Udemy courses are designed to share practical aspects of financial services and give you the tools you need to succeed in a fiercely competitive landscape.
Good luck and Happy learning..