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What are Financial Services?

Financial Services refers to the services provided by organizations involved with the management of money. The USA has been an economic superpower for a long time and this has necessitated the development of a robust financial infrastructure making it the ideal country for launching or furthering your career in this sector.

Typical examples of organizations providing financial services are banks, stock brokerages, credit card companies, accounting companies, finance companies, investment funds and insurance companies. Customer needs constantly grow and change and the competition to attract and retain them is high.

Financial Services Training Options

 Successful financial services organizations are constantly innovating and evolving to satisfy customer needs and to stay abreast or ahead of the competition. All of this needs to be achieved within the highly regulated framework that governs the industry. By undergoing financial services training, these industry professionals can keep up with the latest innovations in the industry. Technology is one way to reach many people and extend a superior level of service to customers. Online services and securities of banks and other financial institutions are among the best in the world.

There are a vast number of activities and functions carried out by this industry. Some of these include:

Commercial banks

  • Overdraft
  • Loans
  • Deposits and withdrawals
  • Credit and debit cards
  • Internet banking
  • Automatic Teller Machines

Investment banks

  • Underwriting debt and equity
  • Brokerage services
  • Advisory on mergers and acquisitions

Foreign exchange

  • Currency exchange
  • Wire transfer

Investment services

  • Hedge funds
  • Safekeeping and processing securities trades
  • Investment management


  • Financing and insurance of assets
  • Insurance brokerage
  • Underwriting
  • Reinsurance

Financial Services Training Courses

This vast sector is subject to intense scrutiny and because of this is extremely well regulated. It is also an area that thrives on innovation and forward thinking. This means that the need to learn and stay abreast of advances in the industry is absolutely essential. The professional therefore needs ongoing financial services training to brush up on skills to stay competitive. New entrants into this field will also find many options for financial services training courses that will launch their careers in this exciting sector.

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