Business with Financial Services

The online Postgraduate Diploma in Business with Financial Services will provide comprehensive grounding in business disciplines and financial services.

Developed by experienced business professionals, this online Postgraduate Diploma in Business with Financial Services features case studies and real life business and financial services briefs, to hone industry’s best skills and practice. Our practical skills approach model provides you with hands-on experience from key business industry figures, to help you achieve your career goals.

Subjects taught

Introduction to Business Management
The nature of business; Business plans and start-ups; Legalities – sole traders and partnerships; Limited companies, non-profit organisations, public sector organisations;

Strategic Management
Vision and mission; Objectives; Planning and strategy; Contingency planning, implementation, change control;

Operations Management
Production methods, cost, revenue and break-even analysis; Quality assurance; Production planning; Project management;

The External Environment
The nature of business; Economic systems; Structure of the industry; Sources of finance; Share capital, stock exchange, institutions providing finance;

Marketing concepts; Market research: Market segmentation, positioning and targeting; New product development and the product life cycle; Brand awareness; The Marketing Mix (product, price, place, promotion); Competitor analysis; Marketing strategies; E-commerce;

Doing Business on the Internet
The Benefits of Digital Marketing; Doing Business on the Internet; Online Marketing Planning; Key Concepts in Internet Technology; Online Market Research;

Doing Business on a Global Scale
International management; Globalisation and multinational companies; Exportation; International marketing;

Mathematics and Statistics for Business
Financial Mathematics; Calculus and Profit Maximisation; Descriptive Statistics; Measure of Association; Probability; Statistical Inference;

Financial Accounting
Introduction to financial accounting; Users of financial information; Key accounting models; Terminology; Need for financial statements; The balance sheet; Balance sheet layouts, ratio and the balance sheet; Income statement and layout; Ratios, revenues and trade receivables; Owners equity; Cash flow measurement and documentation; Inventories and cost of sales; Tangible and intangible assets; Liabilities; Financial statements and recording transactions; Preparing financial statements; Analysing and interpreting financial statements; Analysis tools; Auditing;

Introduction to macroeconomics; Understanding macroeconomics; Principles of economics; How the market works; Gross domestic product; International trade; Open economy; Labour market; Income, expenditure and the circular flow; The consumer price index; Cost of taxation, employment, cost of living; The Philips Curve; National income, supply and demand for goods and services; Money and inflation; the Quantity theory of money; Interest rates; Social costs of inflation; Hyperinflation; Exchange rates; Economic fluctuations; Economic growth; Economy in the long run; Accumulation of capital; Population growth; Policies to promote growth; The Solow model; The business cycle; Aggregate demand and supply; The IS-LM model; The money market; How fiscal and monetary policies shift the LM curve; Floating and fixed exchange rates; The Mundell-Fleming model; Policy debates; Investment; Government policies;

Introduction to microeconomics; Trade, trade-offs and government policy; Production and supply; Elasticities; Individual choice in supply and demand; Production and cost analysis; Competitive markets; Oligopoly and monopolistic competition and strategic pricing; Uncertainty;
Business Administration
Objectives; The office – planning and organisation; Equipping the office; The future of office administration;

Business Information Systems
Human aspects of computer interaction; Security, data protection and auditing; Electronic Data Interchange;

Leadership and Communication in the Workplace
Effective communication skills; Leadership styles; Information gathering and interpretation; Problem solving; Decision making; Workforce planning; Conflict resolution; Time management; Delegation;

Effective Performance in the Workplace
Company organisational culture and structures; Building an effective workforce – recruitment, team selection; Appointment and termination; Training and appraisal; Motivational strategies; Competition in the workplace; Wage and salary administration; Job restructuring;

Employee Relations and the Law
Human resources management; Employee representation; Industrial democracy including bargaining, consultation and participation; Industrial relations - action and disputes; Government policy (including EU and other industrial blocs); Consumer protection, workforce protection, equal opportunities legislation, pressure groups; Taxation;

Business Ethics
Business ethics; Business and the environment; Corporate social responsibility; Commercial Law; Company Law; Contract Law; Employment Law; Law of Tort;

Entrepreneurial Skills
Innovation, research and new product development;
Introduction to spreadsheets; Step by step instructions on using the features, functions and applications for spreadsheets; Customizing the spreadsheet software; Installing the spreadsheet software; Security; Platforms; Operating system compatibility;

Setting Up & Marketing Your Own Consultancy
The Business Plan; Legalities; Setting Up; The Marketing Strategy; Knowing Your Competitors; Promotional Tools;

Presentation Skills
Preparation and Research; Speech Content; Subject Matter and Objectives; Speech Delivery and Variety; Body Language; Eye Contact; Presentation Aids; Management of locations and audiences; Presentation structure;

Financial Services
Introduction to Financial Services
What are financial services, the financial services industry, types of financial services, roles of the financial system, functions of financial services, financial institutions, changes in the financial service sector, trends within the financial service, professional bodies, the financial services consumer.

Fund Administration
Shareholder services (Applications, Redemptions, Transfers), Trading (Principal Features, Market to Market, Margin accounts), Equities (Principle Features, Weighted Average / FIFO Cost Allocation, Realised and Unrealised Profits and Losses), Equities, Gilts/Fixed Interest Securities, Custody (Settlement Procedures, safekeeping, Corporate Actions, Income Collection, Taxation Services, Proxy Voting, Trustees), Valuations.

Lending Practices: Procedure and Policies
Lending policies and procedures, types of loans, managing credit risk, regulating lending, credit analysis, the lending process, the loan agreement, loan review.

Lending Practices: Providing Loans to Consumers
Features of consumer loans, consumer credit and protection code, financial planning, real estate loans, home equity lending, interest only and adjustable mortgages, credit card loans, laws and regulations, determining rate of interest, loan terms and conditions, evaluating consumer loan applications, credit scoring, the FICO Scoring System, bankruptcy.

Lending Practices: Providing Loans to Businesses
Lending to businesses, types of business loans, usage of loans, pricing, short term and long-term loans to businesses, analysing business loan applications, collateral and contingent liabilities.

Deposit and Non-Deposit Related Financial Services
Types of deposits offered by the financial services sector, setting interest rates, deposit related services and pricing, alternative non-deposit sources of funding, liability, determining cost, risk.

Investment Planning
Introduction to investment products and markets, fixed-income investments, savings accounts, marketable and nonmarketable government issues, municipal bonds, corporate bonds, preferred stock, common stock investments. Mutual funds, closed-end-versus open-end funds, types of funds, aggressive growth funds, international/global funds, growth and income funds, fixed income funds, equity income funds, sector funds, money market funds, traditional index funds, benefits and risks, iShares, MSCI funds, variable annuity and life investment products, benefits and disadvantages of variable annuity. Fixed-income security return, fixed-income security risk, buying and selling a bond, equity securities, equity return, equity risk, buying and selling stock, limiting risk, sale of mutual funds, asset allocation model, portfolio management, investment planning process, setting goals, life cycle, risk versus return, the investment portfolio.

Entry requirements

Criteria for eligibility must be met in full prior to commencing the programme. For successful enrollment on the Postgraduate Diploma course, the minimum entry requirement is a prior Degree level qualification.

Application dates

Enrolment intake is strictly limited on this course. Early application is advised. Places are allocated on a first come first served basis.


You will have full access to online resources and subject expert support for two calendar years. However, you can complete the course in as little as 1 year, by dedicating 6-8 hours of study per week.

Enrolment dates

Enrolment Date: 6th October 2023.

For Future Dates, please contact Fitzwilliam Institute for next available start date.

More details
  • Qualification letters


  • Qualifications

    Postgraduate Diploma at UK Level 7

  • Attendance type

    Part time

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