Course Brief


On completion, the candidate should know the role of the following within the financial services industry:
retail banks/commercial banks:

  • savings institutions
  • investment banks
  • private banks
  • retirement schemes
  • insurance companies
  • fund managers
  • stockbrokers
  • custodians
  • third-party administrators
  • industry trade bodies
  • sovereign wealth funds
  • peer to peer/crowdfunding