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Financial Services Domain and Technology

An expansive overview of the Financial services world including investment banking (front/Middle/Back office) operations, retail and mortgage operations with details of associated IT applications

Course Description

You should consider this course if...
– You work in a technology role (like BA, PM, QA, or as a Developer) but have limited or no understanding of the industry domain and core business concepts.
– You are well versed in BA, PM, QA, or IT concepts but want to equip yourself with valuable business domain skills and various supporting I.T systems.
– You want to add knowledge of the financial services domain to your existing skills as a BA, PM, QA, or as a Developer.

Are there any course prerequisites?
While there are no formal prerequisites, we recommend this program for students currently working as a BA, PM, QA or as a Developer to gain the most from the covered subject matter.

$150
Self paced learning ?

$400
Instructor lead online ?

  The best 360 degree deep dive of the financial services world
  Project documentation, resume toolkit and interview prep e-book included with course
  Techno-functional architecture of key financial services systems explained
  Real project documentation from financial services projects

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Course Curriculum

+1. Fundamental finance concepts — 3 hour

– Basic finance concepts
– Fundamental statistics
– Fundamental accounting
– Financial statements like balance sheets, income statements and cash flow statements

+2. How financial instruments work — 3 hours

– Details of various Financial instruments 101 (stocks, bonds, derivatives etc.)
– Valuation of financial instruments
– Investment analysis 101 – Qualitative and quantitative

+3. Overview of various players in financial services — 3 hours

– Retail banks
– Investment banks
– Front office, middle office and back office operations
– Broker and dealers
– Mutual funds & hedge funds
– Regulators like SEC, Fed reserve and FINRA
– Rating agencies
– Clearing houses and trading exchanges
– Mortgage basics

+4. Various divisions of an investment bank — 3 hours

– Front office – traders, brokers, dealers, asset managers, prime brokerage & private equity
– Middle office – risk management, compliance, legal, internal audit, corporate treasury and product control
– Back office – Clearing, settlement, collateral management, accounting, financial reporting, HR, payroll and accounting

+5. Investment management & trading — 4 hours

– Trade life cycle & types of trade
– Asset management
– Portfolio creation
– Asset management system
– Trading systems
– Investment selection systems
– Wealth planning systems

+6. Risk management — 3 hours

– Market risk & Value at risk (VAR) calculations
– Liquidity risk
– Operational risk
– Credit risk
– Typical risk management systems and their architecture
– Modelling and analytics systems

+7. Regulatory compliance and anti money laundering — 3 hours

– Basel 1,2, and 3
– Sarbanes Oxley
– Dodd Frank act
– Anti money laundering
– Examples of compliance and AML systems
– Stress testing systems

+8. Retail banking — 3 hours

– Retail vs commercial banking
– Types of accounts
– Various customer channels like branches, IVR, online and mobile banking
– Retail banking operations details
– Clearance and settlement systems
– Electronic payment systems

+9. Information technology systems in finance

– Loan origination system
– Collateral management system
– CRM systems
– Payout system
– Trading system
– Regulatory compliance system
– Market risk engine
– Portfolio management system
– Credit risk system
– Custody and fund services systems
Total Time: 25 hours

Course Reviews

Janice Moore

Great value add to my skills as a business systems analyst in financial services world. The association of technology architecture to the business concepts in financial services was awesome.             

Janice Moore – “Business analyst”

Gaurav Kumar

I had worked as a BA for 4 years in financial services in the same project. Outside of my project I hardly understood how the different areas of financial services works and what applications supports them. This course had a lot of eureka moments for me and is worth many times more than the cost.

Gaurav Kumar – “Business analyst – banking”

COMPLEMENTARY PRODUCTS

Free if you purchase the course
YOU CAN CHOOSE ANY FROM BUSINESS ANALYSIS / QUALITY ASSURANCE / PROJECT MANAGEMENT

$6.99 for Kindle
$9.99 for Paperback on Amazon

YOU CAN CHOOSE ANY RESUME PACK FROM BUSINESS ANALYSIS / QUALITY ASSURANCE / PROJECT MANAGEMENT
YOU CAN CHOOSE ANY MOCK INTERVIEW PACK FROM BUSINESS ANALYSIS / QUALITY ASSURANCE / PROJECT MANAGEMENT