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Online Financial Services Course


Landmark Training

Summary

Price
£299 inc VAT
Or £49.83/mo. for 6 months...
Study method
Online
Duration
Self-paced
Qualification
No formal qualification
CPD
15 CPD hours / points

Overview

What is This Course About?

The Online Financial Services Course is a discussion of the delivery of financial products and advice to individuals and businesses. It gives a brief overview on the use and supply of money, and provides a breakdown of different financial services and the institutions that offer and regulate them. The course also explains various types of financial markets and instruments, going over their purposes and components.

Financial services have expanded dramatically in recent years. This only means that individuals and businesses have more options when it comes to where they can put their money and where they can receive financial advice. Through the lessons covered in this course, students will have a good grasp of different financial services, markets and systems and how they work, which in turn should aid them in making informed financial decisions, taking control of risks and managing portfolios.

CPD

15 CPD hours / points
Accredited by CPD STANDARD OF ONLINE LEARNING AND DEVELOPMENT

Description

Who is it Ideal for?

The course is an ideal reference for those who would like to know about their options when it comes to financial services. It is also a great orientation for those who want to work in the financial services industry.

To be specific, this course will be beneficial to individuals aspiring to get into roles like:

  • Financial advisors
  • Financial analysts
  • Portfolio managers
  • Risk analysts
  • Transaction processors
  • Debt recovery associates

What are the Aims of the Course?

By the end of this course, students will be able to:

  • Understand various financial services and markets and their features and applications.
  • Know about the regulatory environment for financial services.
  • Make informed decisions as to which financial services and instruments to use, so as to effectively manage risks and improve financial portfolio.

Questions and answers


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Tamanna asked:

I would like some more information on courses related to Financial advisors

Answer:

Hi Tamanna, Please see more information on the reed advert. Thank you

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FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.