Fundamentals of Financial Services- (Free Course)


What you’ll learn

  1. Banking – History of Banking
  2. Banking – difference between retail/investment etc
  3. The role of banks
  4. central bank
  5. Save and borrow
  6. Evaluate multiple sources of credit (mortgages, overdraft facilities, credit cards, payday loans, etc.)
  7. Calculation of effective annual IR
  8. Ethics and Integrity in Financial Services
  9. How does the financial services sector connect savers and borrowers, both at the household and enterprise levels
  10. coverage
  11. IPO
  12. Source of return for shareholders
  13. Dividend Yield Calculation
  14. Benefits and risks of participation
  15. Tie
  16. Pros and cons of holding bonds
  17. Rating agencies (S+P, Fitch, Moody’s)
  18. Derivatives – call/put options, futures contracts
  19. Market – The stock exchange and the region/sector it represents
  20. Fund management (vs. direct investment)
  21. currency
  22. pension
  23. Fintech, Crowdfunding, Distributed Ledger Technology

This course includes:

  • 1.5 hours of video on demand
  • Full lifetime access
  • Access to cell phones and TV
  • Completion Certificate


The financial services industry is one of the most advertised industries, we all interact with it in different ways, but sometimes we don’t know what’s going on in it.

Financial Services Essentials was developed as a collection of introductory information about how the industry works.


It was developed taking into account the following potential learners:

  • Anyone new to the industry
  • Anyone seeking knowledge of the basics of FS institutions, products and services
  • Anyone taking the financial services exam – Foundation or Foundation Levels, including:

New employees at various financial institutions

Anyone interested in business and the national economy

CISI Level 2 candidate “Fundamentals of Financial Services”.

ACA students

AAT students

Diploma in Finance, student

Diploma in Accounting, Student

tax student

Entry-level financial services

entry level banking

Intern in the financial services industry

Anyone interested in business and the national economy

We built it to help people:

  • Preparing for exams
  • Learn about the financial services industry
  • Get a good grounding in industry fundamentals

We’ve provided information for the above groups of people as well as anyone interested in the topic.

We wish you all the best in your ventures in this industry and look forward to interacting with you on LinkedIn.

We welcome your feedback, questions and comments.

How to Get this course FREE?

Note: The udemy Courses Will be free for a Maximum of 1000 Learners can use the promo code AND Get this course 100% Free. After that, you will get this course at a discounted price. (Still, It’s a good deal for you to get this course at a discounted price).

External links may contain affiliate links, meaning we get a commission if you decide to make a purchase. Read our disclosure.


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