What will you in Fundamentals of Financial Services Course
- Gain clarity on banking fundamentals: history, retail vs. investment banking, roles of central banks.
- Analyze key lending products: mortgages, credit lines, payday loans, and compute effective annual interest rates.
- Understand investment vehicles: IPOs, stocks (dividend yield, risks), bonds, and issuer credit ratings.
- Explore insurance, pensions, forex, fund management, derivatives (options, futures), and fintech innovations.
- Learn about ethics, integrity, and the financial services value chain linking savers and borrowers.
Program Overview
Module 1: Introduction to Banking & Saving
⏳ ~30 minutes
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Trace the history of banking and distinguish retail, commercial, and investment banking roles.
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Examine central banks’ functions, along with savings and borrowing dynamics.
Module 2: Loans & Interest Rate Calculations
⏳ ~45 minutes
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Evaluate borrowing products such as credit cards, overdrafts, mortgages, and payday loans.
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Calculate effective annual rates and compare lending costs.
Module 3: Investments – Stocks, Bonds & Ratings
⏳ ~45 minutes
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Learn how IPOs work and how to calculate dividend yields.
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Understand bond investment principles—advantages, risks, and credit rating implications.
Module 4: Derivatives, Forex & Funds
⏳ ~60 minutes
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Dive into derivatives (calls, puts, futures), forex markets, and fund vs. direct investing strategies.
Module 5: Insurance, Pensions & Fintech
⏳ ~45 minutes
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Explore insurance fundamentals, pension systems, and emerging fintech like crowdfunding and blockchain.
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Job Outlook
- Entry-level friendly: Ideal for roles in retail banking, operations, customer service, and financial advisory.
- Certification-ready: Aligns with CISI Level 2, AAT, ACCA, and entry banking qualifications.
- Career flexibility: Opens paths in banking, insurance, fintech, financial markets, and wealth management.
- Exam prep: Serves as a foundation for finance diplomas/degrees and early-career exams.
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