Banking & Finance

Research Methods

Research Methods – A Practical Approach 

Course Details Description Research methods are the cornerstone of informed decision-making, critical thinking, and problem-solving.   In today’s information-saturated world, the ability to conduct effective research is more crucial than ever. Robust research skills are essential for navigating academic pursuits, market analysis, or personal life decisions. They empower you to sift through vast amounts of […]

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US Market History depicted through an image of a bull and a bear.

US Market History (Securities Act of 1933 and 1934)

Course Details Description The 1930s marked a pivotal period in American history, characterized by the Great Depression—a devastating economic downturn that shook the very foundations of the nation. As the country sought to recover from this crisis, policymakers and regulators recognized the dire need for comprehensive reforms to restore trust, stability, and confidence in the

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Small Amount Credit Contracts

Small Amount Credit Contracts

Course Details Description Small amount credit contracts, often called “SACCs,” are loans for small amounts of money, usually up to $2000, and are intended to help people with their immediate needs, like unexpected expenses or bills. The concept of lending and borrowing has been around for a long time. People borrow money to meet immediate

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Advanced Writing Skills

Course Details Description Do you want your readers to be sincerely interested and engaged by your writing? If yes, design your message to capture their full attention.  Your writing must be perfectly crafted to move readers along as smoothly as possible for it to immediately appeal to an audience. Your audience demands easy access to

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Breach Reporting Obligations

Course Details Description Compliance breaches happen in all businesses. Breach reporting and management is a valuable tool for an organisation to ensure the effectiveness and relevance of its policies and procedures and maintain compliance with regulatory and legislative obligations. Breach reporting for the credit and financial services sector as a concept was introduced in March

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Financial Risk Management

Course Details Description Financial risk management is the art of understanding and balancing the different types of financial risks and determining how to address them. Limiting your losses can reduce risk tolerance when practicing this skill. For example, you buy car insurance to reduce your liability and loss in case of an accident. Insurance companies

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Two individuals sitting opposite one another having a difficult conversation

Managing Difficult Conversations

Course Details Description Dealing with difficult situations and conversations at work is not something you’d want to do, but you need to be prepared for them.  We have so many interactions in a day that it’s reasonable to expect that some of them will be difficult. Whether these are conversations that you have in person

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Seniors Equity Release & Reverse Mortgage Course

Course Details Description The Seniors Equity Release / Reverse Mortgage course aims to educate financial services providers seeking to support seniors with reverse mortgages and other equity release products. It is imperative that professionals such as finance brokers understand the fundamentals to successfully engage clients, understand the risks, effectually market reverse mortgage and equity release

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