Classify Financial Services: Apply Your Skills

Understanding how financial services are organized is essential to effective analysis and decision-making. In this intermediate-level course, you’ll learn how to distinguish among the three major branches of modern finance—retail banking, investment banking, and asset management—and apply structured reasoning to classify real-world scenarios accurately.Through short videos, guided readings, and hands-on classification exercises, you’ll explore how each division operates, who it serves, and how its activities drive revenue and compliance outcomes. You’ll then practice applying clear criteria to…