Decoding BFSI: Key Segments and Functions in Finance

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Decoding BFSI: Key Segments and Functions in Finance

Ce cours fait partie de Spécialisation BFSI Essentials: Unlocking Finance Careers

Instructeur : Board Infinity

Inclus avec Coursera Plus

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

24 heures pour terminer

3 semaines à 8 heures par semaine

Planning flexible

Apprenez à votre propre rythme

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

24 heures pour terminer

3 semaines à 8 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

Identify the key components of the BFSI sector, including the roles of banks, financial institutions, and regulatory bodies.
Describe the functions and services offered by different financial entities, such as investment banks, NBFCs, and insurance companies.
Evaluate the impact of current trends, such as digital payments and fintech innovations, on the BFSI sector’s growth and challenges.

Compétences que vous acquerrez

Catégorie : Financial Planning and Wealth Management
Catégorie : Regulatory and Compliance Understanding
Catégorie : Financial Product Knowledge
Catégorie : Investment and Portfolio Management
Catégorie : Credit Analysis and Risk Management

Détails à connaître

Certificat partageable

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Récemment mis à jour !

décembre 2024

Évaluations

19 devoirs

Enseigné en Anglais

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Ce cours fait partie de la Spécialisation BFSI Essentials: Unlocking Finance Careers

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Il y a 4 modules dans ce cours

Course Description:

The "Decoding BFSI: Key Segments and Functions in Finance" course offers a comprehensive exploration of the BFSI (Banking, Financial Services, and Insurance) sector, focusing on the fundamental segments, key players, and the role of financial institutions. It covers the structure and functions of banking, financial services, and insurance, along with the processes that govern financial markets, investments, and credit analysis. Participants will also learn about emerging trends in digital banking, financial planning, and wealth management, as well as the regulatory and stability factors that shape the BFSI sector. This course provides theoretical insights paired with practical case studies, equipping learners with the essential knowledge to understand and thrive in the BFSI landscape. Learning Objectives: 1. Define: Recognize key banking products, services, and functions, and explain the role of institutions such as banks, NBFCs, and insurance companies within the BFSI sector. 2. Explain: Describe the operational processes and relationships within banking, financial services, and insurance, including regulatory frameworks and compliance requirements. 3. Analyze: Assess the core activities of investment banking, credit analysis, financial planning, and risk management, and evaluate the impact of market trends on BFSI roles. 4. Apply: Utilize knowledge of BFSI structures, products, and services to identify growth opportunities and address challenges in banking, financial services, and insurance. Target Audience: This course is ideal for undergraduate and postgraduate students, professionals, and career aspirants seeking a deeper understanding of the BFSI sector. It is particularly beneficial for individuals aiming for roles in banking, financial services, insurance, fintech, and those interested in gaining insight into market trends, financial products, and regulatory frameworks governing the industry.

This module provides a foundational understanding of the banking sector. It explores the roles and types of banks, the relationship between bankers and customers, and the range of products and services offered by banks. Additionally, it examines the pivotal role of the Reserve Bank of India (RBI) in banking regulation and supervision, currency management, and fostering financial stability.

Inclus

16 vidéos4 lectures4 devoirs1 sujet de discussion

16 vidéosTotal 54 minutes

Introduction to the Course2 minutesPrévisualiser le module
Meet your Instructor1 minute
Overview of banking sector0 minutes
Role of Banks5 minutes
Types of Banks7 minutes
Relationship between Banker and Customer7 minutes
Banking Products & Services0 minutes
Savings & Current Accounts3 minutes
Term deposits2 minutes
Loan products & negotiable instruments1 minute
Payment and Settlement Systems1 minute
Digital Banking Initiatives3 minutes
Reserve Bank of India0 minutes
Role and Functions of Reserve Bank of India (RBI)5 minutes
Banking Regulation and Supervision6 minutes
Currency Management4 minutes

4 lecturesTotal 105 minutes

Syllabus15 minutes
Read more about the Role of Banks and Types of Banking Institutions in Economic Development30 minutes
Read More About Banking Basics: Understanding Products and Services 30 minutes
Read More About the Reserve Bank of India: Its Functions, Tools, and Role in India's Financial System30 minutes

4 devoirsTotal 150 minutes

Graded Quiz: Introduction to Banking60 minutes
Practice Quiz: Overview of banking sector30 minutes
Practice Quiz: Banking Products & Services30 minutes
Practice Quiz: Reserve Bank of India30 minutes

1 sujet de discussionTotal 10 minutes

Meet and Greet10 minutes

This module delves into the non-banking financial services sector, covering Non-Banking Financial Companies (NBFCs), investment banking, portfolio management, financial planning, credit analysis, pooled investment products, and financial markets. By understanding these components, you will gain insights into the diverse range of services that contribute to the financial ecosystem.

Inclus

37 vidéos7 lectures8 devoirs

37 vidéosTotal 189 minutes

Overview of Non Banking Financial Companies0 minutesPrévisualiser le module
Non-banking Financial Companies (NBFCs)3 minutes
Role and Functions of NBFCs3 minutes
Types of NBFCs3 minutes
NBFC Products and Services4 minutes
Investment Banking: Overview0 minutes
The form, organization, and business operations of Investment Banks (IBs)16 minutes
Deep dive into IB core activities (Part 1)9 minutes
Deep dive into IB core activities (Part 2)7 minutes
Understanding the methods of valuation15 minutes
The Venture Capital (VC) Method of Valuation4 minutes
The Discounted Cash Flow (DCF) Method of Valuation6 minutes
Multiple Method of Valuation3 minutes
Overview of Investment and Portfolio Management0 minutes
Portfolio Objectives5 minutes
Asset Allocation Strategies7 minutes
Risk and Return Analysis5 minutes
Portfolio Risk and Return8 minutes
Portfolio Rebalancing6 minutes
Financial Planning & Wealth Management0 minutes
Role of financial planning for wealth creation6 minutes
Wealth creation, accumulation and transfer4 minutes
Retirement planning & financial independence5 minutes
Credit Analysis: Overview0 minutes
Credit Rating Agencies and Processes5 minutes
Credit Scoring Models5 minutes
Credit Risk Assessment and Reports4 minutes
Loan Underwriting5 minutes
Pooled Investment Products and Services0 minutes
Mutual Fund Classification5 minutes
Mutual Fund Investment & Redemption Plan3 minutes
Measuring Risk & Return Of Mutual Funds5 minutes
Exchange Traded Funds (ETFs)4 minutes
Liquid Funds3 minutes
Overview of Financial Markets0 minutes
Money Market8 minutes
Capital Market5 minutes

7 lecturesTotal 195 minutes

Read More About Non-Banking Financial Companies: Roles, Types, and Services30 minutes
Read More About Investment Banks: Structure, Activities, and Valuation30 minutes
Read More About Investment and Portfolio Management: Strategies for Balancing Risk and Return15 minutes
Read More About Integrating Financial Planning and Wealth Management30 minutes
Read More About Credit Analysis: Essentials, Techniques, and Industry Applications30 minutes
Read More About Pooled Investments and Evaluating Risk and Return in Mutual Funds30 minutes
Read More About Money Markets and Capital Markets: Key Functions and Instruments30 minutes

8 devoirsTotal 270 minutes

Graded Quiz: Financial Services60 minutes
Practice Quiz: Non Banking Financial Companies30 minutes
Practice Quiz: An Overview of Investment Banking30 minutes
Practice Quiz: Investment and Portfolio Management30 minutes
Practice Quiz: Financial Planning & Wealth Management30 minutes
Practice Quiz: Credit Analysis30 minutes
Practice Quiz: Pooled Investment Products and Services30 minutes
Practice Quiz: Financial Markets30 minutes

This module provides a comprehensive overview of the insurance sector, including the types of insurance products available, the underwriting process, risk assessment, and policy issuance. It highlights the significance of life, health, general, reinsurance, and microinsurance products, along with the crucial role of underwriting in the insurance industry.

Inclus

8 vidéos2 lectures3 devoirs

8 vidéosTotal 35 minutes

The types of insurance0 minutesPrévisualiser le module
Life Insurance Types5 minutes
General Insurance Types7 minutes
Reinsurance & Microinsurance6 minutes
Underwriting0 minutes
Underwriting Process & guidelines7 minutes
Risk Assessment & policy issuance4 minutes
Post issue matters2 minutes

2 lecturesTotal 45 minutes

Read More About Types of Insurance: Comprehensive Coverage for Financial Protection30 minutes
Read More About Underwriting in Insurance: Risk Assessment and Policy Terms15 minutes

3 devoirsTotal 120 minutes

Graded Quiz: Insurance Sector60 minutes
Practice Quiz: The types of insurance30 minutes
Practice Quiz: Underwriting30 minutes

This module explores the critical role of the BFSI sector in maintaining financial stability. It covers key aspects such as the health of the banking sector, systemic risk assessment, financial stability reports, and financial inclusion initiatives. It also addresses ethical principles and dilemmas within the sector, emphasizing the importance of ethical behavior in fostering financial stability.

Inclus

17 vidéos3 lectures4 devoirs

17 vidéosTotal 67 minutes

Banking Sector Health0 minutesPrévisualiser le module
NPA (Non-Performing Assets) Management5 minutes
Recapitalization of Banks4 minutes
Stress Testing of Banks4 minutes
Banking Sector Consolidation4 minutes
Financial Stability0 minutes
Systemic Risk Assessment5 minutes
Financial Stability Reports5 minutes
Role in Maintaining Financial Stability5 minutes
Financial inclusion & ethics0 minutes
Financial Inclusion Initiatives2 minutes
Examples of Financial Inclusion Initiatives6 minutes
Developmental Banking2 minutes
Types of Development Banks in India7 minutes
Ethical Principles & dilemmas4 minutes
Consequences of Unethical Behavior4 minutes
Course Closure - Gratitude !0 minutes

3 lecturesTotal 90 minutes

Read more about Assessing Banking Sector Health and Macroeconomic Impacts on U.S. Banks30 minutes
Read more about Financial Stability in the BFSI Sector and its Definitions and Management Strategies.30 minutes
Read More About: Financial Inclusion and Ethics in the BFSI Sector30 minutes

4 devoirsTotal 150 minutes

Graded Quiz: The role of BFSI in financial stability60 minutes
Practice Quiz: Banking Sector Health30 minutes
Practice Quiz: Financial Stability30 minutes
Practice Quiz: Financial inclusion & ethics30 minutes

Instructeur

Board Infinity

110 Cours171 580 apprenants

Offert par

Board Infinity

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