Note - SPPU's Degreeplus Beta Version is up, stay tuned for more details.
Note - SPPU's Degreeplus Beta Version is up, stay tuned for more details.

Course

Banking and Finance

47 hours 45 minutes

Credits: Optional Learning

Description

In this course, learners will develop a broad and practical understanding of the banking and financial services industry – from regulatory frameworks and industry structure through to financial analysis, accounting, AI integration, and digital transformation. Learners will explore the US and UK banking landscapes, regulatory architecture, capital adequacy, cybersecurity, and the impact of AI and emerging technologies on the sector. They will build core finance and accounting skills including budgeting, financial statement analysis, cost control, and key accounting principles, and apply design thinking, systems thinking, and problem-solving frameworks to financial contexts. Learners will leverage generative AI tools and prompt engineering techniques across real-world finance scenarios including investment banking, mergers and acquisitions, risk and compliance, and venture capital screening, while critically evaluating AI ethics, bias, and governance. The course also covers digital transformation in financial services, blockchain fundamentals, and financial project and operations management including budgeting, cost estimation, FinOps, and programme financial frameworks.

What Students Will Learn

  • U.S. Banking Industry Overview 101
  • U.K. Banking Industry Overview 101
  • UK Banking Regulatory Architecture and Capital Adequacy
  • Financial Services Industry Overview 101
  • Financial Services Industry Overview
  • Future of Banking: Technology, Trends, and Transformation
  • Cybersecurity for the Banking Industry
  • AI in Banking: Risk, Personalization, and Intelligent Automation

  • Basic Budgeting Concepts for Non-financial Professionals
  • Basics of Accounting for Non-financial Professionals
  • Comprehending Financials: A Guide to Financial Statements
  • Financial Statement Analysis for Non-financial Professionals
  • Focusing on the Bottom Line as an Employee
  • Leadercamp on-demand: Business Acumen Series on Finance
  • Key Accounting Concepts and Principles
  • Preparing Financial Statements and Closing Accounts
  • Managing with a Cost-control Mindset
  • Skill Benchmark: Finance and Budgeting Skills

  • Leveraging Systems Thinking for Workplace Success
  • Leveraging the Power of Analogical Thinking
  • Problem Solving: Defining and Stating the Problem
  • Problem Solving: Generating Solutions
  • Problem Solving: Choosing and Implementing the Right Solution

  • Viewing the Big Picture Strategically
  • Recognizing Organizational Risks
  • Assessing Organizational Risks
  • Managing Organizational Risks
  • Using Strategic Thinking as a Manager
  • Fundamentals of Data Analytics
  • Understanding Big Data Fundamentals
  • Foundations of Data Literacy
  • Recording, Posting, and Balancing the Books
  • Accounting for Stock Transactions

  • Introduction to Generative AI
  • AI in the Workplace
  • Responsible Use of AI
  • AI for Financial Planning and Analysis Skillshort
  • Introduction to Prompt Engineering
  • Crafting Effective Prompts
  • Crafting Effective Prompts
  • Prompt Engineering Techniques
  • Generative AI Pitfalls
  • Risks and Limitations of ChatGPT
  • AI Model Auditing and the Future
  • LLM Bias, Fairness, and Ethical Considerations
  • Leveraging Analytical and Critical Thinking to Implement AI
  • Generative AI Finance Lab: Investment Banking Pitch Builder
  • Generative AI Finance Lab: Investor Relations Communications Review
  • Generative AI Finance Lab: Mergers & Acquisitions Deal Memo
  • Generative AI Finance Lab: Risk and Compliance Decision
  • Generative AI Finance Lab: Valuation & Fairness Opinion Assistant
  • Generative AI Finance Lab: Venture Capital & Private Equity Screening
  • Investing in AI: Business and Capital Landscape Skillshort
  • AI Change Management: Understanding Drivers and Impact
  • AI Change Management: Leading the Transformation
  • AI Change Management: Cultivating a Continuous Learning Culture

  • Exploring Digital Transformation in Financial Services
  • Digital Transformation Insights: Banking
  • AI in Finance: Strategic Tools and Governance
  • MIT SMR: Data and Disruption: Mastering AI and Machine Learning for Finance
  • AI Model Evaluation in High-Risk Banking
  • Exploring Blockchain

  • PMBOK® 8 Advanced Practice: Finance and Resources Performance Domains
  • Systems Engineering Culture: Leadership & Financial Management
  • IT Procurement: Financial Management
  • CompTIA Project+: Cost Management Essentials for Project Budgeting
  • Scope, Schedule, & Cost Planning
  • Program Management Professional (PgMP)®: Program Business Cases & Financial Frameworks
  • Creating a Project Schedule and Budget
  • Planning and Managing the Project Budget (2021 Update)
  • Deep Dive into Project Costs and Estimates (2021 Update)
  • Creating a Project Budget (PMBOK® Guide Sixth Edition)
  • Explore finance and operations apps integration concepts
  • FinOps: Concepts and Lifecycle

  • AI in Finance
  • Computer Vision in the Banking Sector
  • Professional Perspectives on Banking and Finance, Volume 1
  • Banking on Change: The Development and Future of Financial Services
  • Breaking into Banking: The Essential Guide to a Career in Finance
  • Using Accounting & Financial Information: Analyzing, Forecasting & Decision-Making
  • Budgeting Basics and Beyond, 4th Edition
  • A Manager's Guide to Financial Analysis: Powerful Tools for Analyzing the Numbers and Making the Best Decisions for Your Business, Sixth Edition

Overall Learning Outcomes

  • Describe the structure, regulation, and capital adequacy frameworks of the US and UK banking and financial services industries
  • Explain the impact of technology, AI, and cybersecurity trends on the future of banking
  • Apply core finance and accounting concepts including budgeting, financial statement preparation, cost control, and key accounting principles
  • Analyse financial statements to support informed business and investment decisions
  • Apply design thinking, systems thinking, analogical thinking, and structured problem-solving to financial challenges
  • Assess and manage organisational risks using strategic thinking and data-informed approaches
  • Use generative AI and prompt engineering techniques to automate and enhance financial workflows including investment banking, M&A, valuation, and compliance
  • Evaluate AI risks, limitations, bias, fairness, and ethical considerations in financial services contexts
  • Lead AI change management initiatives and cultivate a culture of continuous learning in finance teams
  • Assess digital transformation trends in financial services including AI strategy, governance, and model evaluation in high-risk banking environments
  • Explain blockchain fundamentals and their relevance to financial services
  • Plan, budget, and manage financial projects using established frameworks including PMBOK, FinOps, and programme financial management