Introduction to Financial Markets
Target audience
The course is designed for people working in the following financial sector administrative, operations, IT, marketing and support roles:
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What is covered?
Topic 1 Economic environment
Key economic concepts. Inflation. Government policies. Foreign exchange market.
Topic 2 Participants in the financial services industry
The financial system and intermediaries. Financial services. Central banks. Regulation and supervision. Market participants. Foreign stock exchanges.
Topic 3 Securities
Securities. Equity. Debt. Hybrids.
Topic 4 Derivatives
What are derivatives? Structure and inter-relationship between securities and derivatives. Futures. Forwards. Options.
Topic 5 Financial products
Transaction and deposit accounts. Loans. Property and mortgages. Life insurance. Superannuation.
Topic 6 Managed funds
Investment management. General types of managed investment products.
Topic 7 Taxation
Awareness of taxation issues relating to securities. Shares, taxation and imputation. Capital Gains Tax on shares. Taxation of income securities and hybrids. Deductions. Stamp duty and GST. Taxation of unit trusts
Topic 8 Regulation
Regulatory environment for financial services. Money laundering. Insider dealing. Takeovers and mergers. Privacy. Dispute resolution.
Availability
This course is provided on a Cooperative Basis, delivered on the premises of one of our major clients whose own staff are being trained in the course.
Length
Offered over 12 hours of face-to-face training
Cost
Cost per person: $995.00 + GST (including course materials and assessment)
How to book
Contact Financial Education Professionals to register in the next available course.