Free Udemy Course __ Fundamentals of Financial Services

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

4.5 (1,000+ students enrolled) English
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Fundamentals of Financial Services

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

  • No prior knowledge required
  • A computer with internet access
  • Eagerness to learn

Who This Course is For

  • 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

Your Instructor

Experienced Instructor

Professional Educator

An experienced instructor with expertise in this field and a passion for teaching.

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