Financial Services Studies

This syllabus aims to:

1. promote an awareness of the international importance of the financial services industry;
2. create awareness of the impact of offshore financial service policies on the Caribbean;
3. help students understand the impact of globalisation and the global financial industry on the Caribbean;
4. help students understand the value of the customers and information systems in the financial services industry;
5. develop the capacity for critical thinking, creativity, problem-solving, leadership and management, positive cooperative behaviours, emotional intelligence, entrepreneurial skills and technological competence through authentic learning experiences; and,
6. integrate information, communication and technology (ICT) tools and skills.

The syllabus is organised in two (2) Units. A Unit comprises three (3) modules each requiring fifty (50) hours. The total time for each Unit, is therefore, expected to be one hundred and fifty
(150) hours with at least thirty (30) percent of the time dedicated to practical work.

Each Unit can independently offer students a comprehensive programme of study with appropriate balance between depth and coverage to provide a basis for further study in this field.

UNIT 1: CONCEPTUAL ISSUES IN FINANCIAL SERVICES

Module 1 – Introduction to Financial Products and Services
Module 2 – Portfolio Management and Investment
Module 3 – Governance, Regulations, and Ethics

UNIT 2: CUSTOMER VALUE, INFORMATION SYSTEM AND FINANCIAL SERVICES

Module 1 – Financial Services Environments
Module 2 – Compliance, Legislation and Statutes
Module 3 – Financial Reporting