Project Description

IT in Financial Services Certificate

Course ID – GKA-010

Money is as old as time.  What we do with it is new and continuously changing. 

With today’s digital transformation, the traditional ways of transacting cash, paper, brick-and-mortar banking, and investing are considered too unwieldy, complicated, and costly.  Today’s ecosystem demands the latest developments in fintech (financial technology).  Automated investing and financial research,  fully branchless banking, voice operated payments, and crypto currencies are revolutionizing the industry. 

By leveraging emerging information technologies (e.g., big data, analytics, blockchain, robotics automation, AI), fintech firms are providing new services that automate the entire ecosystem   securely and transparently.  They are driving intense changes in competition and regulation.

These changes present many opportunities and challenges. This has raised the demand for IT professionals with not only the proper technical background, but also advanced knowledge of management, industry, and interpersonal skills; especially regarding how to leverage IT in financial services. Non-IT professionals also require increased proficiency in how best to leverage IT across the enterprise. Managers from all parts of the enterprise are being called upon to work together to address these complex business and technical challenges. Preparing IT and non-it professionals with these necessary skills has become essential, in light of the digital transformation and emerging information technologies.
The Financial Services IT Certificate focuses on the use of IT to enhance the strategic, tactical, and operational elements across the financial services value chain; from investment research through banking and investing at home, and includes critical supporting functions, such as capital markets, trading, banking, and regulatory and compliance.
The program is designed to help participants (IT and non-IT) understand how to leverage IT in financial services organizations by providing the necessary skills to become a vital resource to their firm and industry. Due to the diversity of this industry (banking, brokerage, and insurance) and attendees background, GIIM will work with you to ensure all objectives are attained.
Understanding emerging information technologies and their impact on the financial services industry, and the roles and responsibilities of IT and non-IT stakeholders in leveraging these emerging technologies in light of the digital transformation, will be at the heart of all of the courses. 

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IT in Financial Services Certificate

Course ID – GKA-010

All courses are available face-to-face

1. Financial Services Industry Trends and Issues

This course concentrates on the current and emerging IT opportunities for the financial services industry. Due to the diversity of this industry (banking, brokerage, and insurance), along with the assortment of client characteristic (i.e. retail vs. institutional) we modularize the lectures by industry and client partitions, based on the background and objectives of the attendees. This segregation will provide candidates with a better understanding of this ever-changing industry use of IT. Upon successful completion of this course, candidates will have a solid understanding of the industry, market dynamics, and their roles in ensuring the effective application of technology today and in the industry’s future. This course focuses on how the digital transformation enables innovation, especially by leveraging emerging technologies (e.g., blockchain, robotics process automation, AI, social media, analytics, big data) to empower customers/clients, along with the ever changing regulatory considerations.

2. Financial Services Industry Capital Markets

Financial services organizations are, of course, major employers of IT personnel, including on international trading floors where capital markets products are bought and sold for clients and for the institutions own value. The course is predominantly about leveraging IT in Capital Markets. However, based on the participants background and goals the course will focus more on Capital Markets or more on the use of IT. Additionally, based on the candidates and degree of interest, and the time available, the course will devote some time to the use of IT in organization of trading floors.

3. Financial Services IT Back Office Operations

This course is designed to provide attendees with an in-depth understanding of the financial services back office processes and the role of information technology (IT) in these processes. The primary goal is on helping candidates to be an effective provider of information system strategies, and the development and operations plans in this arena. The various phases of the trade process will be described, including key regulatory requirements. The current contributions of IT to the process will be reviewed, including straight-through processing, T+1, and foreign exchange trades.

4. Financial Services Marketing and Sales 

This course concentrates on the use of IT in the effective selling and marketing processes in the financial services industry. Due to the diversity of this industry (banking, brokerage, and insurance), along with the multiplicity of client characteristic (i.e. retail vs. institutional) the course will modularize the lectures by industry and client characteristics. This segregation will provide attendees with a better understanding of this ever-changing industry. Upon successful completion of this program, candidates will understand how to identify client constituent’s product needs and the ability for financial services companies to deliver the appropriate product (services) in a timely, cost-effective fashion. Corporate branding and marketing strategies will also be reviewed and challenged by the candidate.

 

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