Fundamentals Of Financial Services

Understanding key elements and basic workings of the Financial Services Industry (useful for exams as well)

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 institutionsAnyone interested in Economics and the EconomyCISI Level 2 “Fundamentals of Financial Services” candidatesACCA studentsAAT studentsFinance diploma, degree studentsAccounting diploma, degree studentsTax  studentsFinancial Services entry levelBanking entry levelApprentices in the Financial Services industryAnyone interested in Economics and the EconomyWe developed it to help people:- Prepare for exams- Learn more about the Financial Services industry- Get a good foundation of the basics within the industryWe 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.

Overview

Section 1: Fundamentals of Financial Services

Lecture 1 Introduction and History of Financial Services

Lecture 2 Banking - Retail and Investment

Lecture 3 Banking - Central Banks

Lecture 4 Asset Management and Private Banking

Lecture 5 Savings and Borrowings

Lecture 6 How to calculate Annual Effective Interest Rate

Lecture 7 Ethics and Integrity in Financial Services

Lecture 8 Insurance

Lecture 9 Different types of business entities

Lecture 10 Initial Public Offerings (IPO's)

Lecture 11 Sources of returns for shareholders

Lecture 12 Working out dividend yield

Lecture 13 Benefits and risks of shareholding

Lecture 14 Bonds

Lecture 15 Advantages and disadvantages of Bondholding

Lecture 16 Credit Rating Agencies

Lecture 17 Derivatives

Lecture 18 Stock Markets

Lecture 19 Fund Management

Lecture 20 Foreign Exchange

Lecture 21 Pensions

Lecture 22 Fintech - Financial Technology

Lecture 23 Conclusion

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