Fundamentals of Financial Services is an entry-level program designed to provide a clear understanding of the structure, functions, and key players in global financial markets. Participants will learn the essential concepts of banking, capital markets, insurance, and asset management, building a strong foundation for careers in financial services and compliance.
Fundamentals of Financial Services is a comprehensive introductory program tailored for students, junior professionals, and career changers seeking a structured overview of the financial services industry. With global markets becoming increasingly interconnected, a solid grasp of financial systems and institutions is critical for success in banking, fintech, investments, and regulatory compliance.
This program delivers a practical understanding of:
The global financial system: role and importance of banks, capital markets, insurers, and asset managers.
Core products and services: deposits, lending, payments, securities, derivatives, funds, and insurance products.
Market participants: retail vs. wholesale clients, institutional investors, regulators, and central banks.
Regulation and compliance: why rules exist, the importance of transparency, and the role of international standards.
Risk and controls: credit, market, liquidity, operational, and compliance risks.
Trends and innovation: fintech, digital banking, blockchain, and sustainable finance.
Through case examples, practical exercises, and interactive discussions, participants will develop a well-rounded understanding of how financial services operate, how value is created, and how risks are managed.
Completion of this program equips learners with the confidence to enter or progress in financial services careers and lays the groundwork for advanced specializations in compliance, risk management, and financial crime prevention.
