Securities Services Overview – Felix

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Securities Services Overview

Learn the history of custody services and the various industry players involved.

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16 Lessons (20m)

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Description & Objectives
1. The History of Custody

03:45
2. Consequences

01:00
3. Opportunities

01:06
4. Market Infrastructure

02:04
5. Investors

01:12
6. Investment Managers

00:59
7. Broker Dealers

02:22
8. Custodians

00:42
9. The Securities Industry Players - The Whole Picture

01:03
10. Central Securities Depository

00:47
11. International Central Securities Depository

00:47
12. Sub Custodians

00:38
13. Types of Sub-Custodians

00:37
14. Global Custodian

00:41
15. Different Types of Custodian - Global Custodian

00:39
16. Securities Services Overview Tryout

Next: Securities Services - Safekeeping

Description

Learn the history of custody services and the various industry players involved.

Learning Objectives

Recall the history of custody services.
Identify the various industry players involved in the securities industry.
Recall the structure of global custody.
Identify the various different types of custodians.

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Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity

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Asset Management Risk Management Economics Data Science and System

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CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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Further Help

Felix How to Guide walks you through the key functions and tools of the learning platform.
Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
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