Course Content
Introduction
0/1
Introduction
02:31
Retail Banking and Other Individual Focused Products & Services
0/8
Savings| Checking Accounts
02:03
Who should be Saving and Investing – Individuals, Businesses etc?
03:33
Who should be Saving and Investing – Individuals, Businesses etc (contd)?
04:02
The Impact of Time, Timing and Returns
04:50
Certificate of Deposit| Money Market Account| Independent Retirement Account
03:22
Personal Loans| Credit Cards| Home Mortgages
04:58
Mortgages
03:15
Home Appliances Financing| Buy Now Pay Later (BNLP)| Pay Day Loans
04:09
Commercial Banking Products and services
0/5
Business Loans| Commercial Checking Accounts
02:47
Business Line of Credit| Merchant Services| Commercial Real Estate Loans
02:57
Equipment Financing| Trade Finance| Treasury & Cash Management
03:57
Optimizing Business Bank Accounts for Creditworthiness
04:07
Optimizing Business Bank Accounts for Creditworthiness (contd)
03:41
Private Banking Products and services
0/3
Trust Services| Personalised Investment Management
03:48
Private Mortgage Loan| Wealth Planning| Custom Credit Solutions
04:00
Art & Luxury Asset Advisory| Succession Planning| Concierge & Lifestyle Service
04:00
Investment Products and services
0/5
Stocks| Bonds
01:52
Mutual Funds| Real Estate Investment Trusts| Exchange Traded Funds
03:04
Private Equity| Money Market Funds| Hedge Funds
02:19
Government Bonds – T-Bills| T-Notes| T-Bonds
03:14
Corporate Bonds – Investment-Grade | High-Yield (Junk)| Convertible
02:35
Loan Syndication
0/3
Loan Syndication
03:56
Common Syndicated Loan Structures
03:01
Syndicated Loans – Key Benefits for Lenders and Borrowers
02:00
Central Banking Products and Services
0/3
Monetary Policy Operations | Open Market Operations (OMOs)
03:57
Discount Window Lending | Reserve Requirements | Foreign Exchange Reserve
04:55
Currency Issuance | Supervision & Regulation | Payment & Settlement Systems
04:01
Regulation and Compliance Service & Products
0/1
Regulation and Compliance Service & Products
03:37
Investment Banking Products and services
0/3
M&A Advisory| Equity Underwriting
02:08
Debt Underwriting| Private Placements| Structured Finance
03:06
Hedge Funds Services| Research and Analysis| Corporate Finance Advisory
02:57
Stock Exchange Products and Services
0/4
Common Stocks | Preferred Stocks
01:59
Exchange-Traded Funds (ETFs) | Bonds | Mutual Funds
03:56
Stock Options | Index Funds | Real Estate Investment Trusts (REITs)
02:45
Real Estate Investment Trusts (REITs)
02:20
Sovereign Finance
0/2
Sovereign Finance
01:31
Real-World Examples and Strategic Significance
01:17
Family Office Finance
0/4
What Is a Family Office & What Do They Do?
01:39
Core Services Provided
01:17
Family Office Investment Approach
01:58
Global Market Overview
01:25
Foreign Exchange (FX) Products and Services
0/3
Spot Transactions | Forward Contracts
03:00
Currency Futures | Currency Options | Currency Swaps
03:00
Exchange-Traded Funds (ETFs)
01:00
Interest Rates impact
0/1
Fixed| Adjustable & Variable| Real Interest Rates
03:42
Finance and Accounting Services & Perspective – Impact on Financial Services
0/2
Valuations| Regulatory Disclosures & Reporting| Revenue Recognition standards
03:31
Lease Accounting| Derivatives & Hedge Accounting| Impairment Testing
02:35
Credit Unions, Cooperatives and Community Banks
0/1
Credit Unions, Cooperatives and Community Banks
02:32
Development Finance
0/1
Development Finance
03:31
Insurance Products and services
0/4
Life Insurance| Medical Insurance
02:57
Auto or Car Insurance| Home Insurance| Disability Insurance
03:58
Pet Insurance| Travel Insurance| Commercial Property Insurance
03:01
Micro-Insurance| Re-Insurance| Insurance Ombudsman
04:54
Derivatives
0/2
Futures Contracts| Options Contracts| Forwards Contracts
03:29
Swaps| Structured Certificates of Deposit (CDs)| Mortgage-Backed Securities
03:00
Asset Management Products and Services
0/3
Robo-Advisors, Automated Solutions| Pension Funds| Venture Capital (VC)
03:00
Private Equity| Real Estate Investment Trusts (REITs)| Portfolio Management
02:55
Mutual Funds| Exchange-Traded Funds (ETFs)| Hedge Funds
01:58
Financial Technology (Fintech)
0/2
Robo-Advisors| Peer-to-Peer Lending| Blockchain
03:01
Mobile Banking & Payments| InsureTech| RegTech
02:40
Commodities Products and Services
0/5
Futures Contracts | Options on Futures
01:59
Commodity Swaps| Commodity Mutual Funds| Commodity Exchange-Traded Funds
02:58
Physical Commodities Trading| Commodities Index Funds| Commodity-Linked Notes
03:00
Rare Earth Commodities (A)
03:55
Rare Earth Commodities (B)
03:58
Pensions and Retirement planning Products and Services
0/3
Defined Benefit Pension| Defined Contribution Pension
02:59
Social Security| Annuities| Deferred Compensation Plans
04:00
Individual Retirement Accounts| Employer Sponsored Plans| Alternative Plans
04:02
Use of Artificial Intelligence
0/2
Use of Artificial Intelligence 1
03:43
Use of Artificial Intelligence 2
03:19
International Trade
0/2
Cross-Border Banking| FX Services| International Investment Management
02:28
Trade Finance| International Insurance & Reinsurance| Global Securities Trading
03:09
Blockchain Technology, Stable Coins, Crypto Currencies
0/1
Blockchain Technology, Stable Coins, Crypto Currencies
05:57
‘As a Service’ Offerings in Finance
0/3
Banking| Finance| Payment ‘as a Service’
04:06
Wealth Management| Foreign Exchange| Compliance ‘as a Service’
03:00
Identity| Insurance| Security ‘as a Service’
02:58
Financial Advisers, Financial Brokers and Wealth Managers – What they do
0/1
Financial Advisers, Financial Brokers and Wealth Managers
03:17
Significant Financial Services Structures, Practices & Impact – mostly unseen
0/10
Significant Financial Services Structures, Practices & Impact
02:46
Credit Creation
04:46
Risk Transfer and Pooling
01:53
Financial Intermediation
01:57
Capital Protection
02:46
Financial Analysis
03:23
Financial Infrastructure
02:59
Market Making
04:07
Product Creation
03:00
System Continuity
04:01
Conclusion
0/1
Conclusion
01:43
Introduction to Financial Products & Services
Previous
Next