Industry Jumpstart - Financial Markets

Let’s look back on the information you’ve learned. You learned about:

•Financial customers and their needs

•The types of institutions that provide financial services, including:

•Banks

•Capital markets firms

•Insurance companies

•Other financial institutions

•Other industry participants

•Financial markets, including:

•Primary and secondary markets

•Exchanges

•Over-the-counter (OTC) markets

•Financial instruments, including:

•Money market instruments

•Equities and related instruments

•Debt instruments

•Derivatives

•How financial institutions make money, including:

•Net interest income

•Fee income

•Operating expenses

•Financial statements

•Key financial ratios

•The risks involved in financial services, and how financial institutions manage these risks

•The key regulators of the financial services industry

•Support and administrative functions supporting a financial institution’s key lines of business

Financial services is an exciting and constantly changing industry, and to keep up with these changes, you should look at additional resources.