Banking and Finance

  • Level: Beginner
  • Duration: 9.5 hours  
  • Access: 1 Year
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This course provides an overview of the banking and financial industry, with detailed coverage of investment banks, corporate banking businesses, consumer/retail banks, asset managers, wealth managers, pension/retirement funds, and insurance companies.
 
  • This course is only suitable for desktop use.

Course Outline


What You Will Learn

Topic 1: Banking - Primer

  • Overview of Banking

Topic 2: Business of Investment Banking

  • Industry Structure & Development
  • Conflicts of Interest
  • Mergers & Acquisitions (M&A)
  • Underwriting
  • Other business lines

Topic 3: Business of Corporate Banking

  • Corporate Banking Industry
  • Corporate Banking vs. Investment Banking
  • Customer Segmentation
  • Business Structure
  • Target Market Identification
  • Revenue & costs
  • Risks & Profitability
  • Strategy Execution

Topic 4: Business of Consumer Banking

  • Overview of Retail Banking
  • Digital Banking
  • Asset & Liability-Side Products
  • Payments Services
  • Other Products
  • Profitability of Retail Banks
  • Ownership
  • Regulation

Topic 5: Digital Banking

  • Process Optimization
  • Digital Implementation
  • New Business Models

Topic 6:  Shadow Banking

  • Overview of Shadow Banking
  • Regulatory Approach to Shadow Banking
  • Policy Implementation & the Future of Shadow Banking

Topic 7: Business of Asset Management

  • Overview of Asset Management
  • Asset Management Sectors
  • Asset Allocation
  • Passive & Active Management
  • Investment Funds
  • Asset Management Industry

Topic 8: Business of Wealth Management

  • Private Banking & Wealth Management
  • Wealth Management
  • Industry Development
  • Wealth Management Firms
  • Private Client Service Propositions
  • Sources of Revenue
  • Industry Challenges

Topic 9: Pensions & Retirement

  • Overview of Retirement Funds
  • Retirement Fund Features
  • Private Retirement Fund Industry
  • Industry Challenges
  • Opportunities & Strategies

Topic 10: Business of Insurance

  • Principles of Insurance
  • Organization & Distribution
  • Underwriting & Pricing
  • Claims & Reinsurance
  • Regulation & Conduct of Business
  • Life Insurance
  • Nonlife Insurance
  • Risk Management & Performance

Gain a professional asset allocation certificate

Gain Industry Knowledge and a Certification

 Test your knowledge throughout each tutorial with
regular review questions. 
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

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