Financial Services Course | Online Courses | learndirect

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Study wherever and whenever you want. You’ll have access to your course for two years so you can fit your learning around your other commitments.

Tutor Support Included

Learning remotely doesn’t mean you’re on your own! You’ll be able to message your tutor through our industry-leading learning platform.

Flexible Payment Options

Enrol today for only £9.99 and pay no course fees until next year. What’s more you’ll be able to access your course materials straight away!

Learn At Your Own Pace

Study wherever and whenever you want. You’ll have access to your course for two years so you can fit your learning around your other commitments.

Financial Services

100% online
learning
0 units
4 guided
learning hours

Financial Services

Money is the raw material of the financial system. Money has no value in itself but is thought to be valuable because it represents real goods and services and because it allows people to make transactions, save, borrow and express value.

A market is any place or situation where buyers and sellers come together. Financial intermediaries come together in financial markets and buy and sell a wide range of financial assets or securities. Each market concentrates on a particular type of financial asset.

The course has been designed for someone without any prior knowledge of the financial sector and it will allow the student to study the course at their own pace in their own home.

On completion of this course the student will be able to:

  • Distinguish and understand the key functions of a financial system
  • Identify, retrieve and analyse major sources of financial information
  • Prepare a report on recent developments in a selected area of the financial system
  • Organise and make a public presentation of the draft contents of the report and prepare a final report incorporating the outcomes
OUR PASS RATE
Accounting & Finance (National Average 60.7%)
97.2%

Lesson 1

  • Money and Liquidity
  • Financial Intermediation
  • The Customers of Financial Services
  • Financial Products

Lesson 2

  • Financial Intermediaries – General
  • Financial Intermediaries – Types of Institutions Trends
  • Supervisory and Regulatory Financial Organisations

Lesson 3

  • Financial Markets
  • Financial Instruments

Lesson 4

  • Stocks and Flows
  • Measuring Financial Activity
    Some Financial & Economic Measurements
  • Inflation
  • The Real Economy
  • The Economic Importance of the Financial System

There is no experience or previous qualifications required for enrolment on this course. It is available to all students, of all academic backgrounds.

At the end of this course successful learners will be given the option to receive a Certificate of Achievement from the Quality Licence Scheme and a Learner Unit Summary (which lists the components the learner has completed as part of the course).

Level 3 Financial Services Certificate of Achievement

The course has been endorsed under the Quality Licence Scheme. This means that learndirect has undergone an external quality check to ensure that the organisation and the courses it offers, meet defined quality criteria. The completion of this course alone does not lead to a regulated qualification* but may be used as evidence of knowledge and skills gained. The Learner Unit Summary may be used as evidence towards Recognition of Prior Learning if you wish to progress your studies in this subject. To this end the learning outcomes of the course have been benchmarked at Level 3 against level descriptors published by Ofqual, to indicate the depth of study and level of demand/complexity involved in successful completion by the learner.

The course itself has been designed learndirect to meet specific learners’ and/or employers’ requirements which cannot be satisfied through current regulated qualifications. The Quality Licence Scheme endorsement involves robust and rigorous quality audits by external auditors to ensure quality is continually met. A review of courses is carried out as part of the endorsement process.

The Quality Licence Scheme is part of the Skills and Education Group, a charitable organisation that unites education and skills-orientated organisations that share similar values and objectives. With more than 100 years of collective experience, the Skills and Education Group’s strategic partnerships create opportunities to inform, influence and represent the wider education and skills sector.

The Skills and Education Group also includes two nationally recognised awarding organisations; Skills and Education Group Awards and Skills and Education Group Access. Through our awarding organisations we have developed a reputation for providing high-quality qualifications and assessments for the education and skills sector. We are committed to helping employers, organisations and learners cultivate the relevant skills for learning, skills for employment, and skills for life.

Our knowledge and experience of working within the awarding sector enables us to work with training providers, through the Quality Licence Scheme, to help them develop high-quality courses and/or training programmes for the non-regulated market.

*Regulated qualification refers to those qualifications that are regulated by Ofqual / CCEA / Qualification Wales

To view a sample of the Certificate of Achievement, please click here.

Financial Services

Money is the raw material of the financial system. Money has no value in itself but is thought to be valuable because it represents real goods and services and because it allows people to make transactions, save, borrow and express value.

A market is any place or situation where buyers and sellers come together. Financial intermediaries come together in financial markets and buy and sell a wide range of financial assets or securities. Each market concentrates on a particular type of financial asset.

The course has been designed for someone without any prior knowledge of the financial sector and it will allow the student to study the course at their own pace in their own home.

On completion of this course the student will be able to:

  • Distinguish and understand the key functions of a financial system
  • Identify, retrieve and analyse major sources of financial information
  • Prepare a report on recent developments in a selected area of the financial system
  • Organise and make a public presentation of the draft contents of the report and prepare a final report incorporating the outcomes

Modules

Lesson 1

  • Money and Liquidity
  • Financial Intermediation
  • The Customers of Financial Services
  • Financial Products

Lesson 2

  • Financial Intermediaries – General
  • Financial Intermediaries – Types of Institutions Trends
  • Supervisory and Regulatory Financial Organisations

Lesson 3

  • Financial Markets
  • Financial Instruments

Lesson 4

  • Stocks and Flows
  • Measuring Financial Activity
    Some Financial & Economic Measurements
  • Inflation
  • The Real Economy
  • The Economic Importance of the Financial System

Requirements

There is no experience or previous qualifications required for enrolment on this course. It is available to all students, of all academic backgrounds.

Endorsement

At the end of this course successful learners will be given the option to receive a Certificate of Achievement from the Quality Licence Scheme and a Learner Unit Summary (which lists the components the learner has completed as part of the course).

Level 3 Financial Services Certificate of Achievement

The course has been endorsed under the Quality Licence Scheme. This means that learndirect has undergone an external quality check to ensure that the organisation and the courses it offers, meet defined quality criteria. The completion of this course alone does not lead to a regulated qualification* but may be used as evidence of knowledge and skills gained. The Learner Unit Summary may be used as evidence towards Recognition of Prior Learning if you wish to progress your studies in this subject. To this end the learning outcomes of the course have been benchmarked at Level 3 against level descriptors published by Ofqual, to indicate the depth of study and level of demand/complexity involved in successful completion by the learner.

The course itself has been designed learndirect to meet specific learners’ and/or employers’ requirements which cannot be satisfied through current regulated qualifications. The Quality Licence Scheme endorsement involves robust and rigorous quality audits by external auditors to ensure quality is continually met. A review of courses is carried out as part of the endorsement process.

The Quality Licence Scheme is part of the Skills and Education Group, a charitable organisation that unites education and skills-orientated organisations that share similar values and objectives. With more than 100 years of collective experience, the Skills and Education Group’s strategic partnerships create opportunities to inform, influence and represent the wider education and skills sector.

The Skills and Education Group also includes two nationally recognised awarding organisations; Skills and Education Group Awards and Skills and Education Group Access. Through our awarding organisations we have developed a reputation for providing high-quality qualifications and assessments for the education and skills sector. We are committed to helping employers, organisations and learners cultivate the relevant skills for learning, skills for employment, and skills for life.

Our knowledge and experience of working within the awarding sector enables us to work with training providers, through the Quality Licence Scheme, to help them develop high-quality courses and/or training programmes for the non-regulated market.

*Regulated qualification refers to those qualifications that are regulated by Ofqual / CCEA / Qualification Wales

To view a sample of the Certificate of Achievement, please click here.

OUR PASS RATE
Accounting & Finance
97.2%
(National Average 60.7%)

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