1. Financial Services 101

2. Financial Services Industry

3. The Role of a Bank Lenders / Investors Borrowers / Issuers

4. Investment Banking: The Sell-side

5. Investment Banking Overview

6. Investment Banking Products

7. Investment Management: The Buy-side

8. Investment Management Overview

9. Investment Management Process

10. Investment Products

11. The Big Picture

12. $$$ Advice and arrangement $$$ Funds$$$ Asset managers & hedge funds (Buy-side) Issuers Corporations Governments Local authorities Banks (sell-side)Banks Secondary markets Products Deposits/loans Foreign Exchange Equities Bonds Derivatives Alternatives Structured Methods Exchange traded OTC Investors/lenders Retail HNW/Private client Institutions Borrowers Retail HNW/Private client Companies Wealth managers & IFAs Third party vendors Products, research and services $$$ Cash products Primary market The Big Picture Financial markets move capital from those that have it to those that need it.

13. Universal Bank – One-stop Shop Sell-side Buy-side

14. Career Opportunities

16. Personality Characteristics

17. Another Way of Looking at It...