Introduction to Custody Servicing, Margins, and Accounting Records
Join the course by edX to understand Asset and Custody Servicing, Brokerage Accounting, Margins, General Ledger, and Stock Records.
Beginner
Online
10 Weeks
31,670 INR Quick Facts
| Medium Of Instructions | Mode Of Learning | Mode Of Delivery |
|---|---|---|
| English | Self Study | Video and Text Based |
Course Overview
The Introduction to Custody Servicing, Margins, and Accounting Records programme is a 10-week curriculum built by the New York Institute of Finance. It is an introductory level that begins with introducing you to asset and custody servicing, along with margins. Through these, you will learn about security locations for custody, transferring securities, the securities margining procedure’s regulations, and core aspects like a Special Memorandum Account.
The Introduction to Custody Servicing, Margins, and Accounting Records certification syllabus then proceeds with brokerage and cash accounting, profit and loss statements, stock records, general ledgers, FOCUS reports, and other relevant topics. This extensive programme will require approximately one to two hours of your effort each week. It is also self-paced, enabling you to study according to your schedule.
The Introduction to Custody Servicing, Margins, and Accounting Records online course concludes with four additional programmes as the additional resources. These will cover international operations, cashier’s departments, brokerage operations’ current trends, etc. Upon meeting the eligibility requirements, edX will also award you the verified completion certificate.
The Highlights
- Self-paced online curriculum
- A prestigious certificate
- 10-week programme
- ‘Economics and Finance’ category
- Additional resources
- A skilled instructor
- Video transcripts in English
- Course delivery in English
- Introductory-tier learning
- Paid certification offered
- New York Institute of Finance’s curation
Programme Offerings
- New York Institute of Finance’s (NYIF) certification
- Paid certificates
- Online learning for 10 weeks
- English transcripts for videos
- Self-paced studying
- expert instructor
Courses and Certificate Fees
| Certificate Availability | Certificate Providing Authority |
|---|---|
| yes | New York Institute of Finance, New York |
To access the curriculum, you must pay the Introduction to Custody Servicing, Margins, and Accounting Records fees of Rs. 29,945.
Introduction to Custody Servicing, Margins, and Accounting Records programme fee structure
Course Option | Fees |
Introduction to Custody Servicing, Margins, and Accounting Records | Rs. 29,945 |
Eligibility Criteria
As a prerequisite to join the Introduction to Custody Servicing, Margins, and Accounting Records certification course, you must first complete edX’s prior programmes - ‘Introduction to the Marketplace, Trade Process, Clearing Corporation and Settlement’ and ‘Introduction to Brokerage Operations’.
What you will learn
Once you finish the Introduction to Custody Servicing, Margins, and Accounting Records certification syllabus and its lessons, you will be adept in these areas: -
- Identifying the location of securities for asset and custody servicing
- Recognising transfer securities and their procedure
- Understanding the securities margining process’s relevant regulations
- Knowing about accounts’ types, calls types, short sales, and Special Memorandum Accounts
- Recognising the purpose for brokerage accounting and accounting and identifying what profit and loss statements are about
- Understanding a general ledger’s purpose
- Recognising a brokerage firm’s two primary records and knowing about a stock record’s layout and functioning
Admission Details
- https://www.edx.org/course/introduction-to-custody-servicing-margins-and-acco - You can view the Introduction to Custody Servicing, Margins, and Accounting Records course by edX through this link.
- After checking all the details, you can log in or register.
- Use the ‘Sign In’ button to log in. Enter your registered email and password, or sign in with your Microsoft, Apple, Facebook, or Google ID.
- If you want to sign up on edX for the programme, click on ‘Register’. Provide the necessary information and select ‘Create Account’. You can also log in via your Apple, Microsoft, Google, or Facebook credentials.
- After doing this, you can enroll by completing the course fee payment.
Application Details
Edx offers a quick admission procedure, and hence, requires no form-filling to join the Introduction to Custody Servicing, Margins, and Accounting Records training. You can sign up by creating your edX account. For this, you must provide your full name, email address, country of residence, and also select your public username and password. You can sign in through your Microsoft, Apple, Facebook, or Google ID too.
The Syllabus
Lesson 1
Introducing Custody and Asset Servicing
Margin
Introducing Margin
Lesson 1
Introducing cash and brokerage accounting
Lesson 1
Introducing stock record
Lesson 1
Introducing regulatory reporting and general ledger
Instructors
New York Institute of Finance, New York Frequently Asked Questions (FAQ's)
No. This programme is self-paced. You can learn anytime you want.
The Introduction to Custody Servicing, Margins, and Accounting Records online course is a 10-week curriculum.
The New York Institute of Finance (NYIF) offers this training through the edX platform.
No. You must pay Rs 29,606 to obtain admission.
NYIF’s Stephen Zak will teach the Introduction to Custody Servicing, Margins, and Accounting Records certification programme.