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Quick Facts

Medium Of InstructionsMode Of LearningMode Of Delivery
EnglishSelf StudyVideo 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 AvailabilityCertificate Providing Authority
yesNew 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

Financial Management

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)

1: Is there a strict course schedule?

No. This programme is self-paced. You can learn anytime you want.

2: How long is the programme?

The Introduction to Custody Servicing, Margins, and Accounting Records online course is a 10-week curriculum.

3: Is edX the course provider?

The New York Institute of Finance (NYIF) offers this training through the edX platform.

4: Can I enroll for free?

No. You must pay Rs 29,606 to obtain admission.

5: Who is the instructor?

NYIF’s Stephen Zak will teach the Introduction to Custody Servicing, Margins, and Accounting Records certification programme.

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