Introduction to the City of London and its Financial Institutions - Searchlight Insurance Training

Introduction to the City of London and its Financial Institutions

This workshop is designed from an insurance perspective to give delegates a practical understanding of the wide variety of Financial Institutions. It is also the foundation workshop for the Financial Institutions Insurance programme.

The workshop is suitable for junior brokers, technicians, underwriters and other staff requiring an introduction to the different types of Financial Institutions insured in the London Market.

 

Level: Introduction

Duration: 1 day(s) CII CPD Hours: 6
     

WORKSHOP OBJECTIVES

• Explain the main types of Financial Institutions and the terminology that is used

• Understand the different functions they perform and some of the internal controls they have to comply with

WORKSHOP CONTENT

The different types of Financial Institutions and explain what they do:

• Retail Banks
• Global Banks
• Merchant Banks
• Investment Banks
• Building Societies
• Independent Financial Advisors (IFAs)
• Stock Brokers
• Venture capitalist firms
• Private Equity Houses
• Investment trusts
• Corporate financiers
• Fund managers
• Hedge funds
• Pension funds
• Asset managers
• Currency Exchanges
• Mergers and Acquisitions
• Restructuring
• Initial public offerings
• Leasing