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FINANCIAL MARKETS & INSTRUMENTS

2022 FMI FIN 00 (V6.0)


Course
Caroll Junius
Enrollment for this course is currently closed.

Modules

Here is the course outline:

WELCOME

This section contains the Course outline and the initial process.

2 sections
REGISTRATION REQUIREMENTS
The Qualification Details

COURSE ORIENTATION

Orientation General information on this course Key dates , milestones and deliverables

5 sections
Class Preparation
Class participation and Facilitation
Class Attendance
Course Assessment
Class Schedule

STUDENT INSTRUCTIONS

This Module contains instructions for each classroom block and clasroom day.

3 sections
STUDENT INSTRUCTIONS for EACH BLOCK
Mentoring & Coaching
Experiential & Mentoring Logs

LIBRARY: PRESCRIBED READING

This section contains all the prescribed reading material.

1 section
Prescribed Reading

LEARNING / SYNDICATE GROUPS

Syndicate learning is a form of peer learning involving small groups of between 5 and 10 students working in semi-independent (tutor-less) groups towards the achievement of a collective goal or task.

1 section
Learning Groups

MODULE I: FINANCIAL MARKETS and FINTECH

The following is a look at Digital Banking and Platforms and how they are transforming the financial markets landscape.

24 sections
CLASS PRESENTATION: Module 1 Financial Markets and Fintech
ASSIGNMENT: Module 1 Financial Markets & Fintech
ASSESSMENT: MODULE 1
ASSESSMENT: Module 1 Experiential & Mentoring Log
VIDEOS from Class Presentation
Financial Markets and Fintech
What are Financial Markets
Forces that affect the evolution of financial markets
4th Industrial Revolution
Fintech
Areas of digital disruption in financial services
Fintech Ecosystem
How the Economic Machine Works
6 Key developments in financial markets that have changed the face of financial markets
Digitisation vs Digitalisation
Digitalisation
Digitisation
3 good reasons why you should care about digitalisation
8 advantages of digitalisation of business
Banks vs Banking
Amazon
Video: Amazon
Video: Amazon enabling cash
Amazon Case Study

MODULE II: BANKING, THE CUSTOMER & FINTECH

Banking and The Future of Innovation Digital Transformation and The Next-Generation Customer Service.

31 sections
PRE-READING CONTENT
CLASS PRESENTATION: Module 2 Banking, The Customer & Fintech
ASSIGNMENT: Module 2 Banking, The Customer & Fintech
ASSESSMENT: Module 2
ASSESSMENT: Module 2 Experiential & Mentoring Log
VIDEOS from Class Presentation
Applying 1st principles design thinking in banking
Iteration vs Design Thinking: Video
What would a “First Principles” bank or bank account look like today?
Utility and Functionality
Smart Bank Account: Moven Bank
Bye-bye Products, Hello Experiences
Typical bank products that could disappear over the next 15–20 years
Retail Bank Digital Transformation Video
The Rise of the Neo- or Challenger Bank
Digital disruption:Video
Timeline of digital banking
What about SA?
Seriously Knowing Your Client (SKYC)
Which Generation Are You ?
Fintech
Fintech Today
Fintech topics to be covered on this course
Challenge for banks and other financial institutions
Fintech Tomorrow
Rise of the Super App
The Future of Fintech post Covid19
The Platform Revolution
The Platform Based Bank
Introduction to Financial Statements
The Balance Sheet

MODULE III: BLOCKCHAIN & CAPITAL RAISING

How Blockchain and Crypto are Disrupting the Financial Sector

38 sections
Pre-reading Content
CLASS PRESENTATION: Module 3 Blockchain & Capital Raising
ASSIGNMENT: Module 3 Blockchain & Capital Raising
ASSESSMENT: Module 3
ASSESSMENT: Module 3 Experiential & Mentoring Log
VIDEOS from Class Presentation
ARTICLES
Introduction
Decentralised Economy - The Blockchain
What is Blockchain?
Blockchain Technology
Blockchain builds trust in a network
How does Blockchain work?
Blockchain components: distributed ledger database
Payment Systems
Traditional Payment Systems
Decentalised Payment Systems
Decentarlised Payment Systems: The Process
How Blockchain is Modernising the Financial Services Industry
Application of Blockchain in Finance
Fraud Reduction
Know Your Customer (KYC)
Cheaper and Secure Payments
Trading Platforms
Monitoring of Consortium Accounts
Fast-paced Financial Transactions
Loans and Credit
Peer to Peer Lending
Real Use Case Examples
Blockchain and Crypto Assets
Blockchain and Crypto (Past, Present, and Future)
Digital / Crypto Currencies
Bitcoin Defined
Benefits of Cryptocurrency
Ethereum
Smart Contracts
Cryptocurrency: Future Scenarios
Challenges in Adoption of DLT

MODULE IV: BIG DATA AND AI IN FINANCE

How Big Data and Artificial Intelligence is transforming the financial ecosystem .

34 sections
CLASS PRESENTATION: Module 4 Big Data & AI in Finance
ASSIGNMENT: Module 4 Big Data & AI in Finance
ASSESSMENT: Module 4
ASSESSMENT: Module 4 Experiential Log
VIDEOS from Class Presentation
CASE STUDIES & ARTICLES
The Age of Analytics: Competing in a Data-Driven World
Big Data Defined
Key Characteristics of Big Data
Big Data Analytics
The Need for Big Data Analytics
Big Data and Analytics : Tailored Offerings
ARTICLE: Big Data In a Time of Crisis (COVID-19)
Artificial Intelligence (AI) Defined
Digitisation, Big Data and AI
Emerging AI Technologies
AI and Machine Learning
Machine Learning Capabilities
Impact of Machine Learning
Bank of America using AI
AI and Customer Service Experience
AI / Machine Learning Opportunities in Finance
AI in Finance
AI in Finance : Use cases
AI in Finance : Use cases
AI in Finance : Maximising Resources
AI in Finance : Trading
AI in Finance : Investments
AI in Finance : Banking
The Age of Chatbots
Absa Chat Banking on WhatsApp
AI in Finance : Lending
AI in Finance : Fraud Detection
Further Reading

MODULE V: DISRUPTIVE TECH IN INVESTMENT MANAGEMENT

Investment Management : How tech is changing the business of investing.

34 sections
CLASS PRESENTATION: Module 5 Fintech in Investment Management
ASSIGNMENT: Module 5 Fintech in Investment Management
ASSESSMENT: Module 5
ASSESSMENT: Module 5 Experiential & Mentoring Log
VIDEOS from Class Presentation
CASE STUDIES & ARTICLES
Introduction
INVESTMENT MANAGEMENT
Examples: Investment Products
Exchange-traded Funds (ETFs)
Portfolio Management
Investor Needs
Types of Investors
Pensions
Risk Tolerance
Investor constraints
The Investment Policy Statement (IPS)
Portfolio Risk
Diversification
Other Strategies to Reduce Portfolio Risk
Passive and Active Management
How Active Management Can Profit
Capturing Market Inefficiencies
FINTECH IN INVESTMENT MANAGEMENT
What is Robo Advisory?
Robo Advisory Services
Robo Advisory Services
Reasons to Implement Robo Advisory Platfoms
Why Blend Robo Advice With Banking?
Algorithmic Trading
Introduction to Disruptive Tech in Investment Management
Investment Management
Examples: Investment Products
Exchange-traded Funds (ETFs)

MODULE VI: FINTECH STRATEGY.

The Regulation-Innovation Nexus. Cybersecurity and Risk Management in the digital world. Strategic Management

45 sections
CLASS PRESENTATION: Module 6 Fintech Strategies
ASSIGNMENT: Module 6 Fintech Strategies
ASSESSMENT: Module 6
ASSESSMENT: Module 6 Experiential & Mentoring Log
ASSESSMENT: Shark Tank Presentation
VIDEOS from Class Presentation
CASE STUDIES & ARTICLES
Blue Ocean Strategy
Ethics in FInance
VIDEO: What is Ethics?
Ethics: The Need For High Ethical Standards
Ethics: Costs of Unethical Behaviour
Ethics: Obligations of Financial Professionals
Ethics In The Digital Age
Regulation in Financial Markets
VIDEO: The Role of Financial Regulation
Regulation: Objectives
Regulation: International Regulation Relevant to South Africa
Regulation: South African Regulators
Regulation: Financial Market Act
Regulation: The South African Reserve Bank (SARB)
Regulation: Consequences of Inadequate Regulation
VIDEOS: Anti-Money Laundering
RegTech
VIDEO: Regtech
RegTech: How It Can Help Financial Services
Risk Management
VIDEOS: Risk Management
Risk Management: Types of Risk
Risk Management: What is Managing Risks?
Risk Management: The Process
Risk Management: The Risk Matrix
Risk Management: The Benefits
VIDEO: Digital Disruption Risk Management
Cybersecurity In A Digital Era
Top 4 Cyber Threats Facing Banks in 2020
VIDEO: Banking 2030
VIDEO: Business Disrupted: Kodak
Digital Disruption in the Insurance Industry
Digital Trends in the Insurance Industry
VIDEO: What is Insurtech?
Trend 1 : Customer First
Trend 2: Data Analytics
Trend 3: The Blockchain is Real
Trend 4: Innovate to Win
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