This unit engages in the specifics of the financial-services industry in the context of a local and the global economy. It also provides a very basic discussion of derivative instruments and their uses for risk management purposes. Long-term investment goals, such as house purchasing through mortgages, is also presented as a distinctive asset class.

What you will learn

By the end of this unit, you will be able to:

  1. Identify the fundamental elements and functions of the financial services industry.
  2. Recognise the relevant instruments for long-term personal financial planning purposes.
  3. Appraise the advantages and disadvantages of house buying compared to house renting.
  4. Assess the additional complexities financial institutions and investors face as they participate in the financial markets.
  5. Evaluate the pivotal role of portfolio building in dealing with the complexities faced by financial investors and institutions.
  6. Recognise various aspects of risk management and derivative securities, including the operations of futures and forward markets, stock options and their trading strategies.

Course Info

Length: One 1 hour video

Institution: University of Glasgow

Level: low

Effort: 5 hours

Schedule: Self-paced