Fundamentals of Financial Services

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

4.51 (745 reviews)
Udemy
platform
English
language
Finance
category
Baba Oyewole
instructor
Fundamentals of Financial Services
22,012
students
1.5 hours
content
Nov 2023
last update
$49.99
regular price

What you will 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

Why take this course?

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 institutions

  • Anyone interested in Economics and the Economy

  • CISI Level 2 “Fundamentals of Financial Services” candidates

  • ACCA students

  • AAT students

  • Finance diploma, degree students

  • Accounting diploma, degree students

  • Tax  students

  • Financial Services entry level

  • Banking entry level

  • Apprentices in the Financial Services industry

  • 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.

Reviews

Mbali
October 23, 2023
It seems very generic as the material is being read out instead of it feeling like it's engagement - no additional explanations were given. Just them reading.
Cátia
October 12, 2023
Great course to help in understanding the basics of Financial Services for beginners or to gain a little more insight into the banking industry for those who are already familiar with the basics.
Olisiea
July 25, 2023
the course is very informative, but the volume is too low, I had my volume on max and still could barely hear what the instructors were saying during the course, otherwise I've enjoyed this course and I would love to see more courses in the financial system.
Rohit
July 18, 2023
Instructor covered almost all the basics of financial services with reasonable explanation and with moderate pace of speech. Thank you.
Puneet
June 22, 2023
It covers lot of things but at a very high level and most of the information provided is too primitive.
Williams
May 26, 2023
Very good explanation. The exercises were very good. It helped to get better understanding. I would definitely recommend this course.
Chase
May 11, 2023
The information is valuable, and I don't come from a financial background, but all the sessions were so simple, and it gives me the right direction.
Erick
May 11, 2023
I am a beginner to finance, and learned a lot from this course. It is presented in a clear and systemic manner. Would recommend.
Ima
January 31, 2023
I had absolutely no prior knowledge of finance when I started. This course helps me a lot to gain proper knowledge about finance. Thanks to the instructor.
Lonna
January 30, 2023
Excellent and very instructive material. I gained a great deal from this course. The lectures were enjoyable. Definitely recommend.
Mary
January 30, 2023
An excellent course, "Fundamentals of Financial Services," provides an excellent and thorough explanation of all concepts.
Travis
January 30, 2023
The course was good and useful. He simply explains Fundamentals of Financial Services in its entirety, which sounds extremely practical.
Rajathurai
January 23, 2023
Great I taught a lot and Conway my special congratulations to your endeavor efforts with amazing Teaching art. It's really help to know many things from you not only that I can come to know new ideas from this learning. As the learner I am happy of your lesson. Anticipating more from you. Please go ahead
Angela
January 23, 2023
Very valuable information that anyone can use to understand financial services. The instructor explains it in layperson's terms, making it easy for anyone to understand. Buy this course, you won't regret it!

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Related Topics

Finance Fundamentals
Insurance
Banking
5039256
udemy ID
12/23/2022
course created date
1/23/2023
course indexed date
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course submited by