Financial Markets and Instruments (FAIS Recognised)

Written workbook and project assignments required.

Introduction:

As financial services move away from being a transaction to an experience, how do we evolve in our thinking as financial institutions? From reimaging the client experience using big data, robotics and artificial intelligence, to exploring platforms and open banking, the Financial Markets & Instruments programme is designed to advance the thinking of candidates from analogue to digital. This process is driven within the framework of understanding financial markets, and the fact that technology is truly an enabler of the client experience.

An Outline of the Virtual Programme:

• Module 1: The Investment Industry
• Module 2: Financial Regulations and Ethics
• Module 3: Economics and Foreign Exchange
• Module 4: Statistical Concepts and Time Value of Money
• Module 5: Financial Instruments
• Module 6: Banking and Treasury Management
• Module 7: Financial Statement Analysis
• Module 8: Digital Disruption
• Module 9: Risk Management and Digitisation Disruption

Outcomes:

• Gain an overview of the structure of the investment industry
• Review the latest financial regulations and legislation, as well as ethical conduct
• Analyse micro and macroeconomics, international trade, as well as currencies and exchange rates
• Quantify concepts and techniques used in financial analysis and investment decision making
• Explore the different instruments traded on the JSE and over-the-counter markets in SA
• Analyse financial statements using various ratios
• Gain an overview of portfolio management and the asset management industry
• Identify and mitigate risk, digital transformation and the next-generation customer