Decoding BFSI: Key Segments and Functions in Finance
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Decoding BFSI: Key Segments and Functions in Finance
This course is part of BFSI Essentials: Unlocking Finance Careers Specialization
Instructor: Board Infinity
Included with
Recommended experience
Recommended experience
What you'll learn
Identify the key components of the BFSI sector, including the roles of banks, financial institutions, and regulatory bodies.
Describe the functions and services offered by different financial entities, such as investment banks, NBFCs, and insurance companies.
Evaluate the impact of current trends, such as digital payments and fintech innovations, on the BFSI sector’s growth and challenges.
Skills you'll gain
- Credit Risk
- Financial Systems
- Ethical Standards And Conduct
- Financial Inclusion
- Financial Management
- Insurance
- Financial Regulation
- Financial Services
- Insurance Policies
- Financial Analysis
- Financial Market
- Bank Regulations
- Business Ethics
- Retail Banking
- Banking Services
- Banking
- Investment Management
- Financial Regulations
- Underwriting
- Investment Banking
Details to know
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
There are 4 modules in this course
Course Description:
The "Decoding BFSI: Key Segments and Functions in Finance" course offers a comprehensive exploration of the BFSI (Banking, Financial Services, and Insurance) sector, focusing on the fundamental segments, key players, and the role of financial institutions. It covers the structure and functions of banking, financial services, and insurance, along with the processes that govern financial markets, investments, and credit analysis. Participants will also learn about emerging trends in digital banking, financial planning, and wealth management, as well as the regulatory and stability factors that shape the BFSI sector. This course provides theoretical insights paired with practical case studies, equipping learners with the essential knowledge to understand and thrive in the BFSI landscape. Learning Objectives: 1. Define: Recognize key banking products, services, and functions, and explain the role of institutions such as banks, NBFCs, and insurance companies within the BFSI sector. 2. Explain: Describe the operational processes and relationships within banking, financial services, and insurance, including regulatory frameworks and compliance requirements. 3. Analyze: Assess the core activities of investment banking, credit analysis, financial planning, and risk management, and evaluate the impact of market trends on BFSI roles. 4. Apply: Utilize knowledge of BFSI structures, products, and services to identify growth opportunities and address challenges in banking, financial services, and insurance. Target Audience: This course is ideal for undergraduate and postgraduate students, professionals, and career aspirants seeking a deeper understanding of the BFSI sector. It is particularly beneficial for individuals aiming for roles in banking, financial services, insurance, fintech, and those interested in gaining insight into market trends, financial products, and regulatory frameworks governing the industry. Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored by, or officially associated with any company, organization, or certification body unless explicitly stated. The content provided is based on industry knowledge and best practices but does not constitute official training material for any specific employer or certification program. All company names, trademarks, service marks, and logos referenced are the property of their respective owners and are used solely for educational identification and comparison purposes.
This module provides a foundational understanding of the banking sector. It explores the roles and types of banks, the relationship between bankers and customers, and the range of products and services offered by banks. Additionally, it examines the pivotal role of the Reserve Bank of India (RBI) in banking regulation and supervision, currency management, and fostering financial stability.
What's included
16 videos3 readings4 assignments1 plugin
16 videos•Total 54 minutes
- Introduction to the Course•2 minutes
- Meet your Instructor•1 minute
- Overview of banking sector•1 minute
- Role of Banks•5 minutes
- Types of Banks•7 minutes
- Relationship between Banker and Customer•8 minutes
- Banking Products & Services•1 minute
- Savings & Current Accounts•3 minutes
- Term deposits•2 minutes
- Loan products & negotiable instruments•2 minutes
- Payment and Settlement Systems•1 minute
- Digital Banking Initiatives•4 minutes
- Reserve Bank of India•1 minute
- Role and Functions of Reserve Bank of India (RBI)•5 minutes
- Banking Regulation and Supervision•6 minutes
- Currency Management•4 minutes
3 readings•Total 90 minutes
- Read more about the Role of Banks and Types of Banking Institutions in Economic Development•30 minutes
- Read More About Banking Basics: Understanding Products and Services •30 minutes
- Read More About the Reserve Bank of India: Its Functions, Tools, and Role in India's Financial System•30 minutes
4 assignments•Total 150 minutes
- Practice Quiz: Overview of banking sector•30 minutes
- Practice Quiz: Banking Products & Services•30 minutes
- Practice Quiz: Reserve Bank of India•30 minutes
- Graded Quiz: Introduction to Banking•60 minutes
1 plugin•Total 5 minutes
- Quick Course Check-In•5 minutes
This module delves into the non-banking financial services sector, covering Non-Banking Financial Companies (NBFCs), investment banking, portfolio management, financial planning, credit analysis, pooled investment products, and financial markets. By understanding these components, you will gain insights into the diverse range of services that contribute to the financial ecosystem.
What's included
37 videos7 readings8 assignments
37 videos•Total 190 minutes
- Overview of Non Banking Financial Companies•1 minute
- Non-banking Financial Companies (NBFCs)•4 minutes
- Role and Functions of NBFCs•3 minutes
- Types of NBFCs•4 minutes
- NBFC Products and Services•4 minutes
- Investment Banking: Overview•1 minute
- The form, organization, and business operations of Investment Banks (IBs)•16 minutes
- Deep dive into IB core activities (Part 1)•10 minutes
- Deep dive into IB core activities (Part 2)•7 minutes
- Understanding the methods of valuation•16 minutes
- The Venture Capital (VC) Method of Valuation•4 minutes
- The Discounted Cash Flow (DCF) Method of Valuation•7 minutes
- Multiple Method of Valuation•3 minutes
- Overview of Investment and Portfolio Management•1 minute
- Portfolio Objectives•5 minutes
- Asset Allocation Strategies•8 minutes
- Risk and Return Analysis•5 minutes
- Portfolio Risk and Return•8 minutes
- Portfolio Rebalancing•7 minutes
- Financial Planning & Wealth Management•1 minute
- Role of financial planning for wealth creation•7 minutes
- Wealth creation, accumulation and transfer•5 minutes
- Retirement planning & financial independence•6 minutes
- Credit Analysis: Overview•1 minute
- Credit Rating Agencies and Processes•5 minutes
- Credit Scoring Models•5 minutes
- Credit Risk Assessment and Reports•5 minutes
- Loan Underwriting•5 minutes
- Pooled Investment Products and Services•1 minute
- Mutual Fund Classification•6 minutes
- Mutual Fund Investment & Redemption Plan•3 minutes
- Measuring Risk & Return Of Mutual Funds•5 minutes
- Exchange Traded Funds (ETFs)•4 minutes
- Liquid Funds•4 minutes
- Overview of Financial Markets•1 minute
- Money Market•8 minutes
- Capital Market•5 minutes
7 readings•Total 195 minutes
- Read More About Non-Banking Financial Companies: Roles, Types, and Services•30 minutes
- Read More About Investment Banks: Structure, Activities, and Valuation•30 minutes
- Read More About Investment and Portfolio Management: Strategies for Balancing Risk and Return•15 minutes
- Read More About Integrating Financial Planning and Wealth Management•30 minutes
- Read More About Credit Analysis: Essentials, Techniques, and Industry Applications•30 minutes
- Read More About Pooled Investments and Evaluating Risk and Return in Mutual Funds•30 minutes
- Read More About Money Markets and Capital Markets: Key Functions and Instruments•30 minutes
8 assignments•Total 270 minutes
- Practice Quiz: Non Banking Financial Companies•30 minutes
- Practice Quiz: An Overview of Investment Banking•30 minutes
- Practice Quiz: Investment and Portfolio Management•30 minutes
- Practice Quiz: Financial Planning & Wealth Management•30 minutes
- Practice Quiz: Credit Analysis•30 minutes
- Practice Quiz: Pooled Investment Products and Services•30 minutes
- Practice Quiz: Financial Markets•30 minutes
- Graded Quiz: Financial Services•60 minutes
This module provides a comprehensive overview of the insurance sector, including the types of insurance products available, the underwriting process, risk assessment, and policy issuance. It highlights the significance of life, health, general, reinsurance, and microinsurance products, along with the crucial role of underwriting in the insurance industry.
What's included
8 videos2 readings3 assignments
8 videos•Total 35 minutes
- The types of insurance•1 minute
- Life Insurance Types•6 minutes
- General Insurance Types•8 minutes
- Reinsurance & Microinsurance•6 minutes
- Underwriting•1 minute
- Underwriting Process & guidelines•7 minutes
- Risk Assessment & policy issuance•5 minutes
- Post issue matters•3 minutes
2 readings•Total 45 minutes
- Read More About Types of Insurance: Comprehensive Coverage for Financial Protection•30 minutes
- Read More About Underwriting in Insurance: Risk Assessment and Policy Terms•15 minutes
3 assignments•Total 120 minutes
- Practice Quiz: The types of insurance•30 minutes
- Practice Quiz: Underwriting•30 minutes
- Graded Quiz: Insurance Sector•60 minutes
This module explores the critical role of the BFSI sector in maintaining financial stability. It covers key aspects such as the health of the banking sector, systemic risk assessment, financial stability reports, and financial inclusion initiatives. It also addresses ethical principles and dilemmas within the sector, emphasizing the importance of ethical behavior in fostering financial stability.
What's included
17 videos3 readings4 assignments
17 videos•Total 68 minutes
- Banking Sector Health•1 minute
- NPA (Non-Performing Assets) Management•6 minutes
- Recapitalization of Banks•4 minutes
- Stress Testing of Banks•5 minutes
- Banking Sector Consolidation•5 minutes
- Financial Stability•1 minute
- Systemic Risk Assessment•5 minutes
- Financial Stability Reports•6 minutes
- Role in Maintaining Financial Stability•6 minutes
- Financial inclusion & ethics•1 minute
- Financial Inclusion Initiatives•3 minutes
- Examples of Financial Inclusion Initiatives•6 minutes
- Developmental Banking•3 minutes
- Types of Development Banks in India•7 minutes
- Ethical Principles & dilemmas•5 minutes
- Consequences of Unethical Behavior•5 minutes
- Course Closure - Gratitude !•1 minute
3 readings•Total 90 minutes
- Read more about Assessing Banking Sector Health and Macroeconomic Impacts on U.S. Banks•30 minutes
- Read more about Financial Stability in the BFSI Sector and its Definitions and Management Strategies.•30 minutes
- Read More About: Financial Inclusion and Ethics in the BFSI Sector•30 minutes
4 assignments•Total 150 minutes
- Practice Quiz: Banking Sector Health•30 minutes
- Practice Quiz: Financial Stability•30 minutes
- Practice Quiz: Financial inclusion & ethics•30 minutes
- Graded Quiz: The role of BFSI in financial stability•60 minutes
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