Fundamentals of Financial Services
- Description
- Curriculum
- FAQ
- Reviews
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:
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New employees at various financial institutions
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Anyone interested in Economics and the Economy
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CISI Level 2 “Fundamentals of Financial Services” candidates
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ACCA students
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AAT students
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Finance diploma, degree students
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Accounting diploma, degree students
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Tax students
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Financial Services entry level
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Banking entry level
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Apprentices in the Financial Services industry
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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.
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1Introduction and History of Financial ServicesVideo lesson
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2Banking - Retail and InvestmentVideo lesson
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3Banking - Central BanksVideo lesson
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4Asset Management and Private BankingVideo lesson
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5Savings and BorrowingsVideo lesson
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6How to calculate Annual Effective Interest RateVideo lesson
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7Ethics and Integrity in Financial ServicesVideo lesson
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8InsuranceVideo lesson
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9Different types of business entitiesVideo lesson
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10Initial Public Offerings (IPO's)Video lesson
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11Sources of returns for shareholdersVideo lesson
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12Working out dividend yieldVideo lesson
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13Benefits and risks of shareholdingVideo lesson
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14BondsVideo lesson
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15Advantages and disadvantages of BondholdingVideo lesson
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16Credit Rating AgenciesVideo lesson
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17DerivativesVideo lesson
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18Stock MarketsVideo lesson
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19Fund ManagementVideo lesson
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20Foreign ExchangeVideo lesson
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21PensionsVideo lesson
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22Fintech - Financial TechnologyVideo lesson
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23ConclusionVideo lesson

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