Master the Financial Services Industry: A Complete Beginner's Guide

What you will learn:

History and evolution of banking
Retail, investment, and corporate banking
Central banking functions and monetary policy
Savings and borrowing mechanisms
Effective annual interest rate calculations
Ethical conduct in the financial services industry
The relationship between savers and borrowers
Fundamentals of insurance products and risk management
Initial Public Offerings (IPOs) and capital markets
Shareholder returns, dividend yields, and investment risk
Bond markets and credit rating agencies
Derivatives and their role in risk management
Stock market dynamics and investment strategies
Fund management and asset allocation
Foreign exchange markets and currency trading
Pension schemes and retirement planning
Fintech innovation and disruptive technologies

Description

Embark on a transformative journey into the world of finance with our comprehensive course, "Mastering Financial Services." Designed for aspiring professionals and students alike, this course unravels the complexities of the financial services industry, equipping you with the foundational knowledge needed to succeed.

Whether you're starting a career in finance, preparing for professional exams (CISI, ACCA, AAT, etc.), or simply curious about how the financial system works, this course provides a clear and engaging pathway to understanding key concepts.

What you will gain:

A solid understanding of retail and investment banking, including the role of central banks.
Expert knowledge of savings, borrowing, and the calculation of annual effective interest rates.
In-depth insights into asset management, private banking, insurance, and different business entities.
Comprehensive coverage of stocks, bonds, derivatives, and investment strategies.
Practical skills in analyzing financial markets, understanding fund management, and navigating the world of foreign exchange.
An exploration of ethical considerations and the evolving landscape of fintech.
A strong foundation to excel in finance-related exams and pursue a successful career.

This course is your gateway to unlocking a world of opportunities. Join us today and start your financial services journey!

Curriculum

Financial Services Fundamentals

This section lays the groundwork for understanding the financial services industry. We begin with an introduction and historical overview of financial services, exploring the diverse landscape of banking – retail, investment, and the crucial role of central banks. You'll learn about savings and borrowing mechanisms, master the calculation of annual effective interest rates, and delve into the ethical considerations that underpin this industry. Further exploration includes insurance principles, different types of business entities, initial public offerings (IPOs), shareholder returns, bonds, credit rating agencies, derivatives, stock markets, fund management, foreign exchange, pensions, and the impact of fintech. The section concludes with a summary, consolidating the foundational knowledge gained.

Financial Services Terminology & Industry Overview

This section focuses on building your vocabulary and understanding of key financial services concepts. We start with introductions to retail, corporate, and private banking, then move into investment banking and central banking. We will further explore financial technology (fintech), insurance, the stock exchange, foreign exchange (FX), and commodities markets. The section covers pensions and retirement planning, asset and fund management, venture capital, private equity, hedge funds, and crowdfunding. Finally, we’ll cover the roles of general finance, tax, payroll, and corporate functions within finance, examining cryptocurrencies, blockchain technology, and the broader economic context in which these concepts operate.

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