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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

Engage with our video hotspots and knowledge check-ins

Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Featured Pathways

More pathways

Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

More pathways

Book a demo

Ready to get started?

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

Engage with our video hotspots and knowledge check-ins

Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

Book a demo

Ready to get started?

Book a demo

Ready to get started?

Certificate of completion issued to

Aké Brice Cyriac Ahouné

For completing

Finance for Board Executives Course

Completion date

09 May 2024

Delivered by

Accredited for

32 CPD credits

Certificate ID

7f51ad2e836476d89b8885d7b2bc7eea

Join now to learn

Our tracks are only available to subscribers. Access this and 100s of other tracks by signing up.

About Finance for Board Executives Course

16 Pathways

131 Video modules

25 hours of learning

Explore and complete pathways giving you a very solid foundation in finance, including financial markets, banking, accounting and key financial maths, economics, and much more!

In this course

Accounting essentials

Global financial crises

Wholesale market regulation

Financial markets and economics foundations

Banking essentials

Capital markets foundations

Corporate valuations and mergers and acquisitions

Leadership

Course experts

Ciaran Rooney

Ciaran Rooney

20 years: technology, cybersecurity & operations

Ciarán is the Chief Technology Officer of Finance Unlocked Ltd, the company behind the learning platforms Finance Unlocked and Sustainability Unlocked. He has over 20 years of experience in technology, cybersecurity and operations. Ciarán has held the role of CTO of several successful startups, including; busuu, one of the world's largest language learning platforms; the ad tech company Skimlinks, a content monetisation platform for some of the world's largest online publishers; and Swoon, a leading direct to consumer furniture brand. He has also been a technical consultant, a startup mentor, a conference speaker, and the Chair of the PHP UK Conference.

James Eves

James Eves

30 years: Equity capital markets

Career banker with over 25 years working in investment banking. James has worked in many aspects of banking including equity capital markets, origination, IPOs and hybrid capital.

Josephine Tan

Josephine Tan

20 years: M&A

Josephine has spent the last 20 years working in corporate finance in a number of different roles – as an investment banker, corporate adviser, private equity investor and in publicly listed companies. More recently, Josephine has been leading the corporate finance function of a publicly listed mining company.

Carl Fernandes

Carl Fernandes

20 years: Financial services law & regulation

Carl is a partner in the financial services regulatory team at Linklaters. He has been a financial services regulatory lawyer for the last 20 years, practicing in both London and Hong Kong.

Roger Miles

Roger Miles

25 years: Behavoural science & conduct

Roger researches behavioural risks in organisations, and advises senior leaders on how best to communicate risk and conduct matters. Previously, Roger ran risk communication programmes for professional bodies and the British Government. He now runs industry-level Academies for Conduct and Culture, and produces workshops with financial firms.

Lindsey Matthews

Lindsey Matthews

30 years: Risk management & derivatives trading

Lindsey runs Perfordiant, an investment risk and performance consulting firm. He has worked in financial markets since 1992. Lindsey became an MD in fixed income and equities, ran a Risk function, and was on the management team of an Asset Management fintech business. Lindsey is now a Visiting Fellow at the Henley Business School, and resides on the board of CFA UK.

Robert Ellison

Robert Ellison

20 years: Capital markets & banking

Rob has spent 20-years working in the city in a career spanning debt origination, debt syndicate and client coverage. Rob has worked at UBS Investment Bank and Lloyds Banking Group, and he is now one of Finance Unlocked's co-founders.

Prasad Gollakota

Prasad Gollakota

20 years: Capital markets & banking

Prasad has spent 20 years working in financial services, where he spent the majority of his time at UBS, with his last role there being Managing Director within the combined Debt and Equity capital markets business. Before joining xUnlocked, Prasad worked at an Infrastructure and Renewables advisory business, where he delivered projects such as financing the largest operational solar farm in Australia. Prasad is Chief Content Officer at xUnlocked, a B Corp best known for its flagship learning platform 'Sustainability Unlocked', serving global clients that include Santander, Airbus and the London Stock Exchange.

January Carmalt

January Carmalt

20 years: Research & banking

January began her career in 1999 with Bank of America in Charlotte, NC. From the Credit Products team, she moved into fixed income bond research covering Telecoms and Financials. While in London, January focused on financial institutions bond research until her Director and head bond analyst role at Deutsche Bank. As of 2011, January has worked as a freelance writer.

Peter Eisenhardt

Peter Eisenhardt

30 years: Capital markets & investment banking

Peter has over 30 years experience working in banking. He has held several senior positions in international investment banks. Peter is now the Secretary General of the International Council of Securities Associations

Nigel Owen

Nigel Owen

20 years: Debt capital markets

Nigel spent nearly 20 years in debt capital markets. During this time, he worked for The Royal Bank of Scotland, Royal Bank of Canada, and National Australia Bank. Nigel has moved across various teams including treasury, private placement, origination, and syndicate. He currently works for the National Australia Bank to run the new issuance desk in Europe.

Trevor Williams

Trevor Williams

25 years: Macroeconomist in banking

Trevor is a visiting professor at the University of Derby and an economic consultant. He is the author of several books and articles and is former Chief Economist of Lloyds Banking Group.

Aya Suzuki

Aya Suzuki

15 years: Capital markets

Aya has spent 12 years at UBS Investment Bank. She started as a fixed income salesperson, covering institutional investors in Japan. In her second year, she moved to London and joined the Debt Syndicate desk within DCM, where she spent the following 11 years. There, Aya was in charge of origination, distribution and execution of private placements.

Bill Gallagher

Bill Gallagher

30 years: Credit & banking

Bill spent over 25 years working in finance and advising corporations. He has experienced finance from legal, banking and corporate perspectives. Most recently, Bill has been a director of a Belgian-based company specialising in high voltage subsea cables and gas pipelines, and advises related companies on financing and M&A.

Elvan Hussein

Elvan Hussein

15 years: M&A legal

Elvan is a partner at law firm Addleshaw Goddard. She has over 15 years of experience specialising in cross-border and domestic mergers and acquisitions, fundraisings, investments, joint ventures and corporate restructurings.

Farouk Ramzan

Farouk Ramzan

25 years: Senior executive in banking

A thirty year career in Investment and Commercial Banking in London and New York focused on Debt Capital Markets. More latterly Farouk was Head of European Commercial Banking for the Lloyds Group. Farouk now focuses on diverse projects where he can demystify complex financing structures with a much more interesting social impact crowd.

Gurdip Dhami

Gurdip Dhami

25 years: Treasury & ratings

Gurdip has 25 years of experience in the financial services industry. He has had roles in corporate treasury, risk management, debt capital markets, debt advisory, ratings advisory and financial reporting. During this time, Gurdip has worked at Standard Chartered Bank, JPMorgan and RBS. He is currently a Non Executive Director, writer and trainer.

Iain Hoggarth

Iain Hoggarth

15 years: Risk & compliance

Iain has been in the banking industry for about two decades. He has spent a large part of his career in commercial and corporate finance in both the frontline and risk functions. Iain has worked for large banks, small funds and has spent time in consultancy.

Keith Mullin

Keith Mullin

35 years: Capital markets editorial

Keith is the founder and director of KM Capital Markets, a media and thought-leadership consultancy. He spent the past 35 years working in specialist capital markets media and has had a ring-side seat at all of the major market events. Prior to setting up KM Capital Markets in 2017, Keith worked at Thomson Reuters.

Kent Matthews

Kent Matthews

35 years: Professor in economics & finance

Kent is an academic who has studied at several institutions including the London School of Economics and the University of Liverpool. He is now a Professor of Banking and Finance at Cardiff Business School.

Kevin Gardiner

Kevin Gardiner

30 years: Macroeconomist

Kevin has worked in the city for over 30 years, with experience as an economist, investor strategist and chief investment officer. Kevin proudly coined the term "Celtic Tiger" used to refer to the Irish economy.

Mandy Hickson

Mandy Hickson

25 years: Ex-RAF pilot & leadership expert

Mandy Hickson was one of the first female fighter pilots in the Royal Air Force having joined in 1994. Mandy has over 25 years experience within aviation, operating in hostile environments, including patrolling the ‘No Fly’ zone, flying over 50 combat missions over Iraq. Drawing on her experience of calculated risk-taking, leadership, decision-making under pressure and the critical role of the human in the system, Mandy now transfers these lessons from the cockpit to many other management and leadership contexts.

Moorad Choudhry

Moorad Choudhry

34 years: Banking and Capital Markets

Professor Moorad Choudhry is a non-executive director at two UK financial institutions, having worked in London since 1989. He has experience in wholesale capital markets, treasury, ALM, and balance sheet management. Moorad's most recent role was as divisional treasurer at the Royal Bank of Scotland. He has also worked with Europe Arab Bank, KBC Financial Products, and JP Morgan. He is the author of "The Principles of Banking," which is currently in its 2nd edition.

Richard Boardman

Richard Boardman

20 years: Sales & Trading

Since joining the City as an underwriter, Richard has been fascinated by the connectivity and roles played by various parts of the Square Mile. He spent many years in asset management before moving into banking in various derivatives and solutions roles. Recently, Richard took a year out and worked with Finance Unlocked to spark further fascination and interest in finance.

Rob Baston

Rob Baston

35 years: Securitisation

Rob has worked in banking for almost 40 years. He has spent the vast majority of his time in the industry at UBS, where he is now a Managing Director working on specific private projects for the firm and acting as a senior advisor. Prior to this role he ran the Capital Solutions team at UBS, advising European banks on placing AT1 and T2 capital, debt for equity recapitalisations and rights offerings. Prior to working in the industry, Rob completed his D. Phil in Mathematics at the University of Oxford.

Saket Modi

Saket Modi

20 years: Chartered accountant & educator

Saket is a financial trainer and consultant based out of London. He specialises in advanced accounting, financial reporting and financial analysis, particularly with regards to International Financial Reporting Standards (IFRS), International Public Sector Accounting Standards (IPSAS) and Financial instruments.

Sharmila Whelan

Sharmila Whelan

20 years: Asian economics & policy

Sharmila is Deputy Chief Economist of Asionomics Group. A top ranked Asain economist with over 20 years experience analysing Asian economies and policy makers.

Stephen Stokes

Stephen Stokes

20 years: Compliance & asset management

Stephen began his career in various legal roles and gradually moved into compliance via legal research, and later a consulting role. Stephen has spent almost the last ten years advising firms on largely UK, EU and US regulatory compliance issues. He is now a Chief Compliance Officer at a London based hedge fund.

Ted Wainman

Ted Wainman

20 years: CA & educator

Ted Wainman trained and qualified as an Associate Chartered Accountant (ACA) with Ernst & Young before joining JPMorgan on the Investment Management side of the business. He since has over 17 years of experience in designing, developing and delivering financial & business skills training workshops for over 275 clients in more than 35 countries.

Tim Hall

Tim Hall

30 years: Debt capital markets

Tim has nearly 30 years of experience in the international capital markets at major global institutions and has worked both on the buy-side and the sell-side. He has worked with numerous companies, banks and governments in developed and emerging markets on investment grade and high yield bond issues, from straight-forward to very complex acquisition/leveraged financings. Tim has also been on the board of a UK “challenger bank.” Tim has an MBA from the Wharton School, and is a CFA.

Tim Skeet

Tim Skeet

35 years: Debt capital markets

Banker with more than 35 years experience in the financial markets. Tim has been an ICMA board member and an ECBC steering committee member. Tim is a Freeman of the City of London.

Rupert Walford

Rupert Walford

25 years: Capital markets

Rupert has over 25 years of experience in the financial services industry working mainly in international capital markets. He is currently a Managing Director at RBC Capital Markets in London responsible for ECM Execution and Healthcare ECM and Corporate Broking in Europe. Rupert was previously at Linklaters for 8 years, at UBS Investment Bank for 9 years as Head of Global Capital Markets Legal and as a member of UBS's ECM Execution team and subsequently at Deutsche Bank in Compliance covering ECM and Corporate Broking. Rupert has extensive experience in a wide range of investment banking transactions in EMEA, predominantly in the emerging markets and in particular Russia. He is also a qualified lawyer.

Chris Blake

Chris Blake

Director

Chris Blake holds a degree in Economics and Government from the London School of Economics. He is responsible for helping HSBC professionals understand balance sheet risk and return. He has previously worked as a risk specialist in ALM for the FSA. Prior to that, he worked as a money market and interest rate derivatives trader for Investec. Chris is also the Co-chair and Education Director of the UK Asset and Liability Management Association.

David Stunell

David Stunell

30 years: Treasury & ALM

David is a senior CFO, treasury and financial markets director and consultant, operating at the executive/board level. David started his career at Yorkshire Bank before working his way through the treasury departments of several leading banks including Lloyds Banking Group, NatWest, and Williams & Glyn. He now holds several advisory roles and non-executive director positions.

Selim Toker

Selim Toker

30 years: Derivatives & risk management

After a 30-year career in Investment Banking, Selim Toker transitioned to the FinTech space and is currently the Chief Strategy Officer of incard, a digital banking and financial services platform targeting e-commerce and digital entrepreneurs. Prior to that Selim spent 17 years at UBS and 12 years at Nomura, focussed on derivatives advisory, structuring and marketing.