The Financial Industry
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Level: Beginner
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Duration: 8.4 hours
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Access: 1 Year
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This course outlines the role of the major participants in financial markets – bank, asset managers, wealth managers, pension/retirement funds, insurance companies, and shadow banking entities.
Course Features
#1 Shareable Certificate
Earn a certificate upon completion.
#2 100% Online Learning
Start straight away and learn at your own pace.
#3 Beginner Level
This course is suitable for anyone looking to learn about the financial industry.
#4 Course Duration
Tutorial time of 8.4 hours.
#5 Accepted for CPE
Many of the tutorials in this course are accepted for CPE by some of the world's largest financial associations.
What You Will Learn
1. Banking - Primer
- Topic 1: Introduction
2. Business of Investment Banking
- Topic 1: Industry Structure & Development
- Topic 2: Conflicts of Interest
- Topic 3: Mergers & Acquisitions (M&A)
- Topic 4: Underwriting
- Topic 5: Other Business Lines
3. Business of Corporate Banking
- Topic 1: Corporate Banking Industry
- Topic 2: Corporate Banking vs. Investment Banking
- Topic 3: Customer Segmentation
- Topic 4: Business Structure
- Topic 5: Target Market Identification
- Topic 6: Revenue & Costs
- Topic 7: Risks & Profitability
- Topic 8: Strategy Execution
4. Business of Consumer (Retail) Banking
- Topic 1: Overview of Retail Banking
- Topic 2: Digital Banking
- Topic 3: Asset & Liability-Side Products
- Topic 4: Payments Services
- Topic 5: Other Products
- Topic 6: Profitability of Retail Banks
- Topic 7: Ownership
- Topic 8: Regulation
5. Shadow Banking
- Topic 1: Overview of Shadow Banking
- Topic 2: Regulatory Approach to Shadow Banking
- Topic 3: Policy Implementation & The Future of Shadow Banking
6. Business of Asset Management
- Topic 1: Overview of Asset Management
- Topic 2: Asset Management Sectors
- Topic 3: Asset Allocation
- Topic 4: Passive & Active Management
- Topic 5: Investment Funds
- Topic 6: Asset Management Industry
7. Business of Wealth Management
- Topic 1: Private Banking & Wealth Management
- Topic 2: Wealth Management
- Topic 3: Industry Development
- Topic 4: Wealth Management Firms
- Topic 5: Private Client Service Propositions
- Topic 6: Sources of Revenue
- Topic 7: Industry Challenges
8. Business of Pensions & Retirement
- Topic 1: Overview of Retirement Funds
- Topic 2: Retirement Fund Features
- Topic 3: Private Retirement Fund Industry
- Topic 4: Industry Challenges
- Topic 5: Industry Responses
- Topic 6: Opportunities & Strategies
9. Business of Insurance
- Topic 1: Principles of Insurance
- Topic 2: Organization & Distribution
- Topic 3: Underwriting & Pricing
- Topic 4: Claims & Reinsurance
- Topic 5: Regulation & Conduct of Business
- Topic 6: Life Insurance
- Topic 7: Nonlife Insurance
- Topic 8: Risk Management & Performance
Gain Industry Knowledge and a Certification
Access your learning wherever you are.
Test your knowledge throughout each tutorial with
regular review questions.
regular review questions.
End each tutorial with a short, graded test designed to enhance knowledge retention.
Gain a shareable professional certification.
Meet Your CPE Requirements
