Earn CPE credits with Intuition Now

Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) are fast becoming the hottest areas in Finance and now account for 33% of US Assets Under Management. Today’s investors are increasingly searching for investment options that go beyond traditional financial and economic concerns to embrace environmental, social, and governance (ESG) issues. This socially responsible investing (SRI) approach has rapidly gained popularity, and SRI assets under management are growing fast. This course provides a broad overview of SRI and ESG for newcomers to the field or for more experienced financial professionals who wish to refresh their knowledge.

This course introduces the major financial markets, from stocks and bonds to foreign exchange and money markets. It provides the answers to questions such as: • Who needs financial markets? • Why do they need them? • What products and services do these markets offer? • Where are they located? • How do they operate? • How are they changing?

FinTech (financial technology) refers to new technologies and innovations that aim to disrupt and compete with traditional approaches to the delivery of financial products and services. This course looks at some of the “hot” areas in the FinTech space at the moment, covering topics such as: of bitcoin and blockchain, the concept of smart contracts, applications of blockchain, types of crypto assets, use of initial coin offerings (ICOs), the role of data analytics and big data, different types of artificial intelligence (AI), emergence of robo-advisors, the Internet of Things (IoT) and the concept of Enterprise Resource Planning (ERP) and how ERP banking transformation programs are a key focus area for many corporates.

This course contains the key mathematical concepts required for a proper understanding of capital and derivatives markets.

This course makes use of video-based training and interactive spreadsheet exercises to provide Microsoft Excel tools and tips for financial market participants. The course demonstrates some of the key functions in Excel and how they are used to increase the efficiency and effectiveness of work practices.

Day Trading has become very popular worldwide, especially since the onset of the coronavirus pandemic. Activity has increased dramatically even compared with 2019, and the trading of stocks has nearly quadrupled in 12 months, with trading apps like Robinhood and eToro seeing a surge in business. This course looks at the fundamentals of creating a trading portfolio and how they are applied in practice.