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

·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)