Fundamentals of financial services

The Fundamentals of financial services is a learning resource designed to give a solid introduction to the financial services sector. It covers financial sector activity, the operating environment and principles of the banking and insurance sectors, and the basics of saving and investing. It is aimed for students pursuing studies in finance, individuals retraining for roles in the sector, and those moving into finance from other fields. The material is free to use and accessible to all.

Course content and structure

The online course material consists of four modules: Operating in the financial sector, Banking services, Insurance services, and Saving and Investing. Each of the modules is divided into several topics.

About the course

The Fundamentals of financial services is based on the core curriculum of the further qualification in financing and insurance.