Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
The Certificate in Financial Markets and Innovation offers valuable insights into financial market dynamics and the transformative role of technology, aligning the growing demand for expertise in financial markets and fintech. Designed for professionals at all career stages —whether early-career or seasoned industry leaders — this program combines knowledge of emerging technologies, regulatory frameworks, and market trends, equipping participants to confidently navigate and thrive in today’s rapidly evolving financial landscape.
In this course, you will explore essential topics such as financial market processes and products, regulatory frameworks, trading structures and workflows, and the role of technology and innovation in financial markets. This certificante is designed to enhance client service skills and cultivate forward-thinking strategies that integrate innovation with financial expertise. Offered in a flexible, on-demand e-learning format, the course includes interactive knowledge checks to support practical understanding.
This certificate will be available on-demand on March 31, 2025.
Topics Include:
| Module | Topic |
|---|---|
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Module 1: Introduction to Financial Markets (1.5 hours) |
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Module 2: Financial Market Processes and Products (2 hours) |
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Module 3: Financial Market Regulations (1.5 hours) |
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Module 4: Market Structures and Trading Mechanisms (2 hours) |
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Module 5: Global and Emerging Markets (1.5 hours) |
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Module 6: Technology and Innovation in Financial Markets (1.5 hours) |
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Key Takeaways
During this course, participants will:
- Recognize the unique roles and goals of different financial market participants, from investors and issuers to regulators.
- Analyze the roles of primary and secondary markets, highlighting their distinct functions in the lifecycle of securities.
- Discover how different products cater to various financial needs, including investment, hedging, and speculation.
- Observe how financial products evolve from issuance to maturity, and how this impacts their value and usage over time.
- Identify major global regulations, understanding how they shape financial practices and risk management.
- Recognize the potential consequences of non-compliance for market participants.
- Discuss the transformative impact of AI and data analytics on predictive modeling, risk assessment, and investment strategies.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
This program is designed for CPAs and professionals seeking a deeper understanding of financial markets to expand their expertise and provide more comprehensive solutions to clients. It is particularly beneficial for:
- Accountants and Auditors: Gain knowledge of financial market products and regulations, enhancing financial reporting and compliance capabilities.
- Investment Analysts and Financial Advisors: Strengthen market analysis and advising skills with in-depth insights into financial markets.
- Business Analysts and Consultants: Build expertise in market dynamics to deliver well-informed recommendations and strategies.
- General Learners: Develop a strong foundation in financial markets, increasing employability in the finance sector.
Whether your goal is to specialize in financial markets or broaden your skill set, this certificate provides essential knowledge and practical skills to excel in an evolving financial landscape.
How to Access the Course
We're pleased to invite you to register for our Certificate courses. Whether or not you're a CPA, you're more than welcome to join us on this learning journey. To get started, you'll need to create an account. Don't worry if you don't have a CPA Ontario ID yet; you can easily set up your account right here. Let's begin your learning adventure together.
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
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To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Wei Yang, MBA, FRM is a seasoned and results-driven leader in business-technology transformation, specializing in consulting, modernization, and change management. With expertise spanning product development, strategic management, and program governance, she has a deep focus on the financial services sector, including capital markets, treasury, and wealth management. Currently serving as a Director at Scotiabank, Wei plays a key leadership role in shaping the global wealth management product strategy. In her previous positions, she led global capital markets engineering and consulting teams, driving large-scale business platform modernization initiatives. Wei holds an MBA from the Rotman School of Management, specializing in Consulting, Strategy, and Change Management. She also holds a bachelor’s degree in finance from the University of Toronto and is a certified Financial Risk Manager (FRM).