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The top 8 Financial Services courses you need to take

Financial services is a good skill to learn if you want to become a registered representative, finance writer, or bank operations officer. Here are the top courses to learn financial services:

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1. Blockchain Revolution in Financial Services

coursera

As the Internet was the first digital medium for information, blockchain is the first native digital medium for value. Blockchain is poised to transform the economy and society at large—redefining the ways we transact online, share ideas, and manage workflows. The financial services sector is a key lever in such transformations.\n\nThis four-course specialization introduces learners to the world of blockchain technology for financial services—including what blockchain is, how it works, and why it is revolutionary. Students learn about various categories of cryptoassets and the ways they can be transacted on a blockchain. They learn how blockchain is transforming the economy and society at large—redefining workflows, global payments, and prosperity. As an outcome of this specialization, students produce a Strategic Action Plan wherein they identify and evaluate a promising application of blockchain technology within the financial services industry.\n\nThe Specialization is taught by Don Tapscott and Alex Tapscott, globally-recognized authorities on innovation and technology and authors of the best-selling book, “Blockchain Revolution.” It also includes various industry experts and practitioners who will share their experiences within the blockchain ecosystem...

2. Digital Transformation in Financial Services

coursera

This Specialization is intended for learners that have or wants to have a career in the digital financial industries.\n\nThe Specialization explores the evolving world of finance, focusing on the changing dynamics caused by the conversion of products and services into digital goods, new customer demands and changing regulation to govern the competetive landscape - the digital transformation of finance.\n\nYou’ll learn about concepts such as digital platforms and business ecosystems, be exposed to the emerging Fintech landscape and master a new toolbox for successfully competing on innovation in the digital era of finance. In the final Capstone Project, you’ll create and defend a holistic digital transformation strategy for a real world company.\n\nThroughout the course, the instructors will use state of art examples and share their own research from the European and North American finance industries, as well as expose practices from leading digital financial services and companies, such as MobilePay, Saxo Bank and PayPal.\n\nThe main focus in the course is on the financial sector (in particular in North America and Europe), but the course also include material of relevance for the financial trading and insurance sectors and inspiration from Africa...

3. Digital Competition in Financial Services

coursera

Welcome to Digital Transformation Strategy! As you probably know, this is the first course in a three part specialization focused on the digital transformation of finance. We'll aim to bring you insights about how digitalization intersects with finance, culled from one of the world's top regions for digital innovation. I'm excited to have you in the class and look forward to helping you learn more about this important topic. To begin, I recommend taking a few minutes to explore the course site. A good place to start is the navigation bar on the left. Click Course Content to see what material we’ll cover each week, as well preview the assignments you’ll need to complete to pass the course. Click Discussions to see forums where you can discuss the course material with fellow students taking the class. Be sure to introduce yourself to everyone in the Meet and Greet forum! This course should take about four weeks to complete. You can check out the recommended course schedule below to see a quick overview of the lessons and assignments you’ll complete each week. By the time you finish this course, you’ll have mastered the transformational forces of digitalization and the new competitive dynamics it gives rise to, learned from leading financial companies and seen inspirational examples from the digital masters. You'll be introduced to the Capstone Project for the specialization and have a chance to form some preliminary solutions for a financial company seeking a new strategy for the digital age of finance. Good luck as you get started. I look forward to seeing you in class!...

4. Fundamentals of Financial Services

udemy
4.5
(275)

Thank you for stopping on our course. The Financial Services industry is one of the most widely publicised, we all interact with it in different ways and yet sometimes we don't know what goes on within. Fundamentals of Financial Services has been developed as an introductory repository of information for the way the industry works. It is developed with the following potential learners in mind:- Anyone new to the industry- Anyone seeking knowledge about the basics relating to FS institutions, products and services- Anyone sitting the any financial services exams - foundation or basic levels, including: New employees at various financial institutionsAnyone interested in Economics and the EconomyCISI Level 2 "Fundamentals of Financial Services" candidatesACCA studentsAAT studentsFinance diploma, degree studentsAccounting diploma, degree studentsTax  studentsFinancial Services entry levelBanking entry levelApprentices in the Financial Services industryAnyone interested in Economics and the EconomyWe developed it to help people:- Prepare for exams- Learn more about the Financial Services industry- Get a good foundation of the basics within the industryWe have provided information to suite the above mentioned groups of people and also anyone curious about the topic. We wish you success your endeavour's within the industry and look forward to interacting with you on LinkedIn. We welcome your feedback, questions and comments...

5. Introduction to Blockchain for Financial Services

coursera

In this first course of the specialization, we will discuss the limitations of the Internet for business and economic activity, and explain how blockchain technology represents the way forward. After completing this course, you will be able to explain what blockchain is, how it works, and why it is revolutionary. You will learn key concepts such as mining, hashing, proof-of-work, public key cryptography, and the double-spend problem. You’ll be able to describe seven design principles for blockchain technology, and the challenges facing the people developing it. You’ll also meet the players in the blockchain ecosystem, and consider your own role in stewarding the blockchain revolution...

6. Social Media for Financial Services

udemy
4.4
(197)

Using Social Media in Financial Services Social Media for Financial Services Providers guides financial advisers, investment advisers, registered principals and anyone else associated with a broker-dealer or an investment advisory firm through the process of using social media for business communications. In recent years, regulatory organizations like FINRA and the SEC have issued guidance on how firms and individuals can remain in compliance with all the applicable regulations, while still benefitting from the power of social media. This course covers what financial service professionals need to know to use social media without running into problems with regulators or their firms...

7. Blockchain in Financial Services: Strategic Action Plan

coursera

In this fourth and final course of the specialization, you will synthesize your learning into a Strategic Action Plan. The goals of this course are twofold: One, it’s for you to identify a specific need or problem within the financial services industry that can potentially be solved using blockchain technology. Two, it’s for you to investigate possible solutions to this problem, and to develop a strategic plan for how these solutions might be executed. You will accomplish different project milestones each week, and will be introduced to several tools to organize your findings. Throughout this process, you will hear from real-world practitioners who have hands-on experience in the blockchain ecosystem. Additionally, by participating in this course you will gain access to our Blockchain Case Commons—a crowdsourced collection of blockchain applications and use-cases spanning multiple industries. As an outcome of this course, you will walk away with a consolidated, peer-reviewed Strategic Action Plan, which you can use to pitch your idea to your organization and/or potential investors...

8. Building a Successful Agile Programme in Financial Services

udemy
4.5
(96)

Requirements There are no specific requirements that one has to fulfil in order to sign up for the course. It is designed for beginners and intermediate Scrum Team members in mind but will be a perfect fit for those with basic understanding of Agile methodology and wants to enhance their understanding in successfully implementing agile methodology in a regulated environment, like the bank. The course can also serve as an introduction to agile in general because it covers all basic concepts and key documents to be produced at various stages in the Agile journey.   Description   Are you a business analyst, project manager or a member of a scrum team who is frustrated in learning only theories of Agile without a case study for explanation? Are you looking to understand how to implement Agile methodology in a regulated environment, like the bank? Are you interested to understand in details the key concepts of Agile and all the necessary documents required to be produced during an Agile implementation?   If your answer is Yes to any of the above questions, then this course is for you.   In this course you will learn: What is Agile? Why Agile in Financial services and its benefits. The Agile Wheel - designed by the authors. An overview and fundamentals of Agile Understand the roles in an Agile Team Understand how to start an Agile project Understand the various phases within the Agile journey Understand the various artifacts/documents that are needed for each phase of the Agile journey Understand the various Scrum ceremonies and their expectations. Understand how to build a product backlog using the case study Understand how to write Epics, User Stories, Acceptance Criteria, & Definition of Done using a case study to explain. How to perform estimation, prioritization, define your Minimum Viable Product (MVP) using the case study.   Target Audience Business Analysts interested in understanding how to implement Agile in financial services. Project Managers interested in understanding how to implement Agile in financial services. Scrum masters who need to broaden their understanding in implementing Agile in a less flexible environment. Product Owners/Accountable Executive who need to have a good understanding of the Agile lifecycle and all artifacts/documents that are required in each Agile Phases. Anyone who is interested in understanding how Agile can be successfully implemented...

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