On Campus

Courses

Locations

Registration

Schedule


On Site

Overview

Relationship Management
       Team

Markets We Serve


On Demand

Overview

eLearning

Teleconferences

LiveOnline Courses

Webinars

Audio

Publications

Tools

Solutions/On Demand/eLearning/Introduction to the Financial Services Industry

Introduction to the Financial Services Industry / Overview

Overview | Topics & Objectives | Features

Overview

Cannon Financial Institute’s Introduction to the Financial Services Industry eLearning course provides professionals the essential concepts and terminology needed to perform effectively within the Financial Services Industry. The course consists of an introduction and five content lessons, each with a user experience of 30 to 40 minutes. Lesson topics cover industry participants, market structure and organization, industry products, industry operations, and portfolio theory.

Goals

The goals of the course are to provide:

1. A broad overview of the industry participants and their inter-dependencies
2. An overview of the marketplaces and how they work
3. A perspective of the broad product classifications produced in the Financial Services Industry
4. An overview of the operational activities of the Financial Services Industry
5. Insight into the theory of investing and investment management
eLearning Demo Button
$185
eLearning Purchase button


CE Credits
CFP: 5

 
 
© 2009 - 2010 Cannon Financial Institute. This site is best viewed at 1024 x 768 screen resolution or higher.

The information appearing on this website is provided for general guidance purposes only. While information is obtained from sources deemed to be reliable, accuracy cannot be assured. Such information is not intended to provide tax, business, investment or legal advice to any individual or entity. At certain points, this website includes links to other websites. Cannon Financial Institute, Inc. provides these links for your convenience and these links do not imply Cannon's sponsorship or approval of these sites. When you access one of these sites, you are leaving Cannon's homepage. Readers are urged to consult with their own advisers before taking action based on any information appearing on this website or any website to which it may be linked.