JOIN US HERE:
https://starweaver.com/on-air/fof-financial-institution-and-market-trends/
[https://starweaver.com/on-air/fof-financial-institution-and-market-trends/]This
10-part immersion in finance is designed for professionals or students
working in tech field, or for those in the middle, back office, shared
services/support areas of financial firms. Through this course, you
will develop a solid understanding of the financial services business,
players, products and services.
The Foundations of Finance certification is an essential orientation
and immersion into the inner workings of the full spectrum of
financial services organizations. This includes retail, commercial,
corporate and investment banks; asset, investment and wealth managers,
and private bankers; venture capital/hedge funds/alternative asset
class investors; securities brokers and dealers; mortgage originators,
lenders and processing companies; insurers and reinsurers; service
providers, such as attorneys, accountants, auditors, compliance, and
human capital professionals. This program is an intense and thorough
education for those who are new to the finance subject, as well as a
refresher for those looking to brush up on their knowledge.
This certification answers many questions about the financial service
section, including:
Who is involved in the business and what do they do;
What companies provides and what users of FINANCIAL SERVICES WANT;
Why products and services exist, and how they are regulated;
When products and services are used and how they solve problems; and,
Where the industry is going.
This program is also useful for as a “Finance for Non-Financial
Managers” curriculum.
This is Module #3
Modules
Economics and Finance 101
The Road Map, Who’s Who, and How FINANCIAL INSTITUTION MAKE MONEY
FINANCIAL INSTITUTION AND MARKET TRENDS
Risk and Returns in the FINANCIAL INDUSTRY
Understanding Credit and Credit Risk
Consumer and Retail
Wealth Management and Investing Capital
Business and Commercial Finance
Corporate & Investment Finance
Governments, International Finance and Transnational Organizations
Learning Outcomes
Identify the main functions and lines of business of FINANCIAL
INSTITUTIONS, exchanges and data providers.
Explain the role and impact of monetary and fiscal policy on money
flows and costs.
Describe how needs of personal, corporate and INSTITUTIONAL CLIENTS
ARE IDENTIFIED AND MET.
Discuss specific regulatory bodies and key compliance priorities
impacting INSTITUTIONS TODAY.
Clarify best practices for anti-money laundering and ‘Know Your
Customer’ compliance.
Illustrate the importance of ethical standards and behaviours in the
business.
Specify key retail consumer and wealth management products and
services.
Demonstrate how FINANCIAL MATH IS USED PRICING MARKETS PRODUCTS.
Detail business, commercial, corporate and investment banking products
and service.
Outline the roles and relationships of shared services, operations,
technology and front office teams.
Put in plain words the multiple operations, credit, MARKET AND OTHER
RISKS FACED BY FINANCIAL INSTITUTIONS.
Prerequisites
A basic understanding of business.
Who Should Attend
Any professional or advanced student working in the technology field
in financial services and/or working in the middle, back office,
shared services and support areas of financial services firms. This
includes from new hires / graduates / freshers to middle level
managers. No prior in-depth knowledge of accounting, economics, or
finance is necessary.
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10/06/2020 Last update