Introduction

This online course is suitable for anyone interested to obtain better knowledge in investment and finance, and for people who are beginning their career in financial services.

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The content

The self-paced online course offers a general review of the financial services sector, with a specific focus on investments from a global perspective. 

The focus of the course is on international markets and covers key financial principles and products in depth including assets and markets, equities,, bonds, derivatives (CFDs, Forex etc) and investment funds.

During the course, you will explore the broader economic environment in which the financial services operates and learn about the various markets and products offered within them. You will also familiarise yourself on relevant regulations and understand the required ethical behaviour for the sector.

Flexible 

  • learning style - it includes a variety of learning tools, videos, including study notes, case studies, appraisal questions and online quizzes.
  • lifestyle - study when and where suits you via the online study portal. 
  • interactive structure - ensures that you will absorb the knowledge provided in a pleasant and intuitive manner.

Who is it for

The course is suitable for anyone interested in investment and finance, and for people who are beginning their career in financial services.

It is also relevant to professionals working in administration, legal, compliance, finance and accounting, IT, customer services, sales and marketing and HR and training.

When can you start? 

This is a self paced-online course and you can register and start at any time. 

 

The course is Endorsed for CPDs by the CISI

Modules

Here is the course outline:

Introduction
Course Structure, Content, needs covered
Part 1: The Financial Services Industry
In this module, we will look at the role undertaken by the financial services industry within both the local and global economies. We will also look at how the industry is structured and its key participants.
Part 2: The Economic Environment
In this module, we will look at the broader economic environment in which the financial services industry operates. First, we will examine how economic activity is determined in various economic and political systems. Then we will study the role of governments and central banks in the management of said economic activity.
Part 3: Financial Assets and Markets
In this module, we will first examine some of the ways in which investors are provided with information about financial products and services. We will then provide an overview of the main asset classes and take a specific look at the money market, the property market and foreign exchange.
Part 4: Equities / Stocks
In this module, we will look into the main features and benefits of ordinary and preference shares, or common stock and preferred stock. We will also discuss dividends, capital gain, pre-emptive rights and the right to vote. Additionally, we will examine the dividend yield and how to calculate it.
Part 5: Bonds
In this module we will look at bonds, their different types and the calculation of the flat yield.
Part 6: Derivatives
In this module, we will provide you with an overview of derivatives and look into Futures, Options, Swaps and the Derivatives Markets
Part 7: Investment Funds
In this module, we will provide you with an overview of investment funds and then examine various types of funds, namely Open-Ended funds, Closed-Ended Investment Companies, Exchange-Traded Funds, Hedge Funds, and Private Equity Funds.
Part 8: Regulation and Ethics
In this module, we will provide you with an overview of regulation by examining it in an international context. We will then look at the essential role of integrity and ethics in the financial services industry.
Part 9: Other Financial Products
In this final module, we will look at the basic features and risks of the following financial products: Pensions, Loans, Mortgages and Life Assurance.
Final Test
Final Assessment for course (50 MCQ)

Completion

The following certificates are awarded when the course is completed:

Fundamentals in Investments and Finance