Introduction to financial services

Professional Development


The financial services industry is of critical importance to economies and societies around the globe. This course will provide an introduction to the various participants within financial services and help delegates understand the way in which they interact. Delegates will benefit from tuition from tutors with significant understanding of the international financial services market and will be better informed as to the differences between ‘onshore’ and ‘offshore’ financial services.

Suitable For

All staff wishing to develop their knowledge of the financial services sector.

2 CPD hours
2 hours

This course has already run and a new date has not yet been scheduled. Please contact us to register your interest.

Learning Outcomes

Having attended this course, delegates will:

  • Understand the various financial institutions and their roles within industry
  • Be able to explain how these institutions interact with one another
  • Develop an awareness of the regulatory, legal and tax environments in which financial services businesses operate


• An overview of the financial services industry in the UK/offshore

• Different types of financial institutions and their roles

• Financial instruments and their characteristics

• Regulation and consumer protection

• Tax considerations