This unit teaches techniques necessary for running a successful lending book. It outlines the steps which must be taken in performing credit evaluation, and provides the analytical techniques necessary to carry out such evaluation. This unit does not cover the legal aspects of financial institution lending.

This unit covers the tactics of financial institution management – the factors which determine short-term managerial decisions in financial institutions. A major part of the unit is the discussion of asset/liability management.

This unit covers the aspects of the law which are relevant to financial institutions and financing decisions. It describes the legal environment within which the finance industry operates and places special emphasis on the laws regulating the day-to-day conduct of financial business. It provides candidates with the knowledge of legal fundamentals necessary for finance professionals to function in a business and financial environment that is becoming increasingly sensitive to legal pitfalls.

This unit outlines the basic principles of marketing and discusses their application to the marketing of financial services. The unit will provide an understanding of how markets function and of customer behaviour, giving students the ability to formulate a marketing strategy for financial services.