Who Does What in Finance

with Ned Krastev

Unlock the complexities of financial services in this intro to finance course. A concise overview of the different roles in finance and the finance products companies need throughout their lifecycle.

2 hours 1 lessons
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1 High Quality Lessons
1 Practical Tasks
2 Hours of Content
Certificate of Achievement

Course Overview

This introduction to finance is perfect for those just getting started in finance or who want to make a career switch. Learn why companies need financial services in every stage of their development. Understand how a finance team is structured and the duties of those who work in corporate finance, compliance, commercial banking, investment banking, asset management, auditing, and consulting. We’ll review the internal finance operations a company needs to manage its business and the external interactions with financial institutions and service providers. This intro to finance course recounts the exciting story of two friends starting their own businesses. On their journey, they realize financial resources are the fuel to determine whether their company is successful. You’ll witness how a firm builds its finance team in different stages of development. Naturally, business needs evolve in each step of a company’s growth path. Therefore, professionals with other degrees of specialization need to be involved. Moreover, this story gives you a glimpse into what it’s like to pitch venture capital investors, work with commercial banks, negotiate M&A deals, assist auditors, and partner with investment bankers. Discover the world of finance in an entertaining and captivating rollercoaster story that will spark your desire to learn more.

Topics covered

Finance Fundamentals

What You'll Learn

This intro to finance allows you to understand the big picture before you start and learn core finance terminology:

Gain an in-depth understanding of the various duties and roles of a firm’s finance team
Learn about the different types of financing a company needs throughout its development
Familiarize yourself with key finance terminology in various contexts
Acquire a solid understanding of the different investment funds and their respective business models
Distinguish between commercial and investment banking operations and understand these organizations’ services
Develop awareness of the different stages in an M&A deal and IPO listing


  • Intro to finance Free
    1 Lesson 61 Min

    This intro to finance course is structured as a single video because it tells the story of two friends who started their own businesses. You can witness their journey and learn about the different finance roles and services a company needs throughout its development.

    Intro to finance Free

Student feedback


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When I try and use the local banking and financial services I am being asked for current account deposits in the form of salaries and or sales and doesn't show me how to create a report to send through that is permissible to receive the relevant banking and finances and then in the mean time is stuck against fees payments allowances which is zero and I don't know how to change it but between the relevant potential banks relevant potential employers and relevant financial services providers, I cannot get the bank and or financial system to budge. I was expecting more financial integration and formula and financial web development. Some of the content was interesting, its nice to know that there's banking professionals with the relevant facilities of finances available and the relevant human resource departments that actually do work if somethings goes wrong with the financial systems.
I really enjoyed the course, and the explanations were well delivered. However, I noticed that some vocabulary was challenging for me to grasp. For instance, when the course introduced equity, LBO ...., I felt that a more detailed explanation or additional examples would have been helpful. This would make the content more accessible and enhance the overall learning experience. On a positive note, I appreciate the engaging voice, which makes the material more enjoyable.
This course has excellent content on "Who does what in Finance." I learned a great deal of information throughout. I loved the storytelling part of the course, including the infographic. It became more enjoyable for me when I learned that storytelling focused on Entrepreneurial Finance & stages. It came to me handier as. I am learning about VCs, Angel Investors, Bridge round, and further. Loved it! <3 :D Looking forward to learn other Finance courses!
I really liked this lesson as it gives an overview of all the actors in the finance world and how they are connected. Some remarks would be that the audio seems sometimes cut and one calculation for the equity share bought (20%) was wrong inversing the numerator (amount lent 28M) with the denominator (total valuation of the company 140M).
It was a fascinating experience! For the first time learning finance, I don't feel stupid while hearing obscure and vague terms and I actually understand how different jobs are linked with each other. Thanks a lot for this well-scripted story and this thorough explanation.
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Ned Krastev

“The world of finance is boring only if you don’t understand it. Once you do, few things are more exciting. ”

Ned Krastev

CEO at 365 Data Science

Who Does What in Finance

with Ned Krastev

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