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Fundamentals of Financial Services

Fundamentals of Financial Services training course

Description

 

This fast-paced 2-day course covers the essential knowledge of the financial services sector - it’s types of players and their interrelationships, behaviours, products, services and regulation. Case studies and real-life examples will provide delegates with a practical understanding of financial terminology and key concepts.

About This Course

 

Course Objectives

 

Participants will gain detailed knowledge about the industry and financial products, ranging from saving and borrowing, shares, bonds, fund management, foreign exchange and insurance to pensions with a focus on ethics and integrity in Financial Services.

 

Learning Methodology

 

Highly interactive expert-led discussions and case studies are supported by principles and theory using external reference materials and presentations delivered in a live classroom or via live video weblink.

 

Detailed Course Outline

 

  • Ethics and Integrity in Financial Services
  • Introduction - saving and borrowing
  • Banking
  • Equities
  • Bonds
  • Derivatives
  • Markets
  • Other Areas of Financial Services

 

 

Our unique 2-day live training course features:

 

  • Content-rich study materials
  • Up-to-date and industry relevant case studies
  • In-depth analysis of course topics• Smaller class sizes which focus more on personal attention & expert- delegate interaction
  • An experienced, expert practitioner-trainer with real industry track-record & available for delegate Q&A for up to 90 days to help in exam preparation following the course.

 

Assessment Structure


Assessment is a 1 hour examination of 30 multiple choice questions.
Candidates sitting the exam by Computer Based Testing may have up to 10% additional questions as trial questions that will not be separately identified and do not contribute to the result. Candidates will be given proportionately more time to complete the test.

Prerequisites

 

None

What's Included?

 

Breakfast, Lunch, mid-morning and afternoon snacks

Coffee's/Tea and Water

Study Guide

Exam Fees

Previous exam papers

Who Should Attend?

 

Individuals who require the fundamental knowledge of the Financial sector, wishing also to undertake additional sector training.

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