Wall street 101- Understanding Financial Services
3.8 (21 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
884 students enrolled
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Wall street 101- Understanding Financial Services

Beginner crash course for anyone seeking opportunities in the Financial services industry or Wall Street.
3.8 (21 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
884 students enrolled
Last updated 11/2016
Price: Free
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Develop a high level understanding of the financial services lanscape and get familiar with wall street jargon.
  • Students will learn about the fin-tech industry - p2p lending, crowdfunding and robo advisory
  • Students will be able to understand the role of various financial services institutions in the economy.
View Curriculum
  • A computer or cell phone with internet connection
  • Eagerness to learn about the financial services industry and wall street

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.

Who is the target audience?
  • This course is for anyone interested in a beginner course in the financial services area and wants to the understand commonly used financial services & wall street terminology.
  • Must for all Business analysts, Project Manager, Senior executive, Consultants looking for working in the financial servies domain / wall street
  • Prep course for someone planning to get a financial certifications like series 7, CFA and CFP
Compare to Other Finance Courses
Curriculum For This Course
9 Lectures
Role of financial services and classification of Financial services institutions
1 Lecture 06:19

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.

Role of the Financial services industry and its classification
Wall street terminology & frequently used terms in the financial services space
1 Lecture 11:50

Learn essential wall street and financial services jargon used to day to day work life

Talk the wall street talk!
Financial institutions - Banks, Investment banks, Broker dealers
1 Lecture 11:28

Learn about Banks, Broker dealers and Investment banks and what role they plan in the financial services ecosystem..

Banks, IBs and BDs
Pooled investment vehicles or Funds
1 Lecture 18:40

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.

All about funds
Non bank Financial Services Institutions and Security Exchanges
1 Lecture 08:40

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. 

Non banking services - Money services business and insurance
1 Lecture 10:15

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..

Fin-tech institutions
Regulatory Agencies
1 Lecture 01:27

Learn about the top regulatory agencies in the USA

Regulatory agencies
Summary of learning
1 Lecture 04:33

Summarize what you have learned so far by using a slide which we presented during the beginning of the course. 

Summarize our learning so far and see how it all comes together
Career in Financial Services
1 Lecture 04:15

Learn about what are some of the career options in the financial services space..

About the Instructor
Madhavan Gopalakrishnan
3.8 Average rating
21 Reviews
884 Students
1 Course
Fin-Tech consultant and Instructor

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..