Introduction to Securities and Investment

Course Overview

This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective.

Outcome Objectives for Participants

·Understand key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages, and life assurance.

·Explore the broader economic environment in which the financial services industry operates

·Learn of financial services regulation focusing on financial crime, insider trading and market abuse, and

·Acquire an understanding of ethical behavior and acting with integrity :Relevant case studies will be presented to the participants online, they will be asked to provide suggested solutions in that regard. They will also go through various interactive sessions such as case studies, individual and group settings, in which the trainer will provide them with exercises related to the subject.

Outline 

Introduction

·The Financial Services Industry

·Economic Environment

Financial Assets and Markets

·Providing information

·Cash Deposits

·Money Market Instruments

·Property

·Foreign Exchange Market

Equities/Stocks

·Equities/Stocks

Bonds

·Characteristics

·Corporate Bonds

Derivatives

·Derivatives Uses

·Futures

·Options

·Terminology

·Derivatives/Commodity Exchanges

. Swaps

Investment Funds

·Introduction

·Open-Ended/Mutual Funds

·Closed-Ended Investment Companies

·Real Estate Investment Trusts

·Exchange-Traded Funds

·Hedge Funds

·Private Equity

Financial Services Regulation

·Introduction

·Financial Crime

·Insider Trading and Market Abuse

Other Financial Products

·Retirement Planning

·Loans

·Mortgages

·Life Assurance

Duration : 5 days , 3 hours per day starting 5pm-8pm = 15 hours

Number of Participants : A minimum of 8 participants

Language : English

Delivery Method :Online Training Course (via Zoom or MS Teams)

Financial management course that you need for success

Enroll yourself in a financial management course at SATE – the leading international education platform that helps you understand key financial principles. SATE provides a comprehensive introduction to the global financial services industry; from equities, bonds, derivatives, and investment funds, to retirement planning, loans, mortgages, and life assurance – our comprehensive course will help you build a strong foundation in all the important aspects of finance. Understand the key financial principles and products, and take charge of your financial future...

Gain greater insights into markets and assets

Take a deep dive into the financial world with us. SATE provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. Explore the broader economic environment in which the financial services industry operates. In the financial management course, students learn financial services regulation; focusing on financial crime, insider trading, and market abuse; so that they can make informed decisions about their money. Stay up-to-date on legal developments in different jurisdictions and their impact on investments.

A pathway to financial freedom

At SATE, we understand that there are no shortcuts when it comes to achieving financial freedom. With our tailored, virtual course sessions, materials, and guidance from experienced professionals, we provide everything you need to build your knowledge and make well-informed decisions for your future.

Also, develop strategies for investing in stocks/equities, bonds, derivatives, and investment funds with our comprehensive course session. Students can get an in-depth understanding of loans, mortgages, and life assurance; so, they can choose the best options for businesses.

Build financial knowledge via financial risk management course

Understand equities, bonds, derivatives, and other assets as you explore different markets around the world. With SATE’s comprehensive course, participants can learn about risk management strategies. In addition, they gain insights into essential concepts of finance such as acquiring an understanding of ethical behavior and acting with integrity. Our qualified instructors provide you with a complete, virtual understanding of all aspects of regulation in this field.

Expertise at your fingertips and learn from experts

Gain market-leading expertise backed by experienced staff and expert teachers with SATE’s financial management short courses. Our courses are designed to be flexible, convenient, and affordable so that the participants can achieve their goal of becoming financial services professionals.

Stay ahead of the game by gaining an insight into the latest regulations in the world of finance – ensuring that your investments are always compliant. Our trainers are qualified specialists in the financial services domain, providing you with an understanding of today’s complex economic environment and its key components.

An easy-to-use platform for financial management short courses

SATE offers an easy-to-use platform that makes it easy to understand key principles and products quickly and easily. Participants can get relevant case studies from our expert educators. Through this user-friendly platform, students will participate in multiple interactive sessions like case studies, and individual and group settings, in which our professional educators will provide them with exercises related to the subject.

Global perspective of financial management course online

Gain an insight into various international markets and their associated products that are available for investment. Thus, students can diversify their portfolios and make informed decisions about investments in different parts of the world.

Stay ahead of the curve and become a financial risk manager with SATE

Start taking control of your finances today with SATE’s comprehensive educational platform. Become knowledgeable about the financial services industry, the economic environment, financial assets and markets, equities/stocks, bonds, derivatives, investment funds, financial services regulation, retirement planning, loans, mortgages, and life assurance. We deliver our training session for the financial risk management course virtually in the English language with a minimum of 8 participants. Register now and enhance your knowledge with SATE!