Name: Banking Products and Services
Rating: 4.826086956521739 (69 reviews)

Free preview

Overview

Banking Products and Services course overview

In this Banking Products and Services course, we will give an overview of all the major products and services offered by banks around the world. This course is designed to provide you knowledge of the various products and services you may encounter as you continue your career as a financial analyst. By looking into banking for consumers, banking for businesses, investment banking and corporate finance, you will be able to make better decisions regarding what sectors of banking you want to work in. This course is important for anyone who wants to start their path to becoming a world-class financial analyst.

Banking Products and Services learning objectives

Upon completing this course, you will be able to:

Identify the products and services offered by banks to consumers and retail clients
Recognize the products and services offered by banks to businesses and corporations of all sizes
Recall the fee structures of banks and how they make money from each product
Understand the product offerings and groups within investment banks
Identify how banks function in preparation for other courses and your own career objectives

Banking Products and Services Products is a prep course of CFI’s CBCA® program

CFI’s Certified Banking & Credit Analyst (CBCA)® Program offers skills including credit evaluation, documentation, and review procedures. For beginners to advanced users, the CBCA® program is designed to help you become a world-class credit analyst.

Who should take this CBCA® course?

This Banking Products and Services Course is perfect for anyone looking to become a financial analyst. This course serves as a primer for all of the main products that financial analysts will need to be familiar with as they are deciding their career path. By familiarizing yourself with the various banking products and services available in the industry, you will be able to better choose how you specialize and what banking products you want to work with.

Banking Products and Services

Get Started Enroll For Free

Level 1

Approx 4h to complete

100% online and self-paced

Subscribe to get access to CBCA and other programs

From $497/year

Learn More

What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Course Introduction Free Preview

Downloadable Files

Banking for Consumers

Retail Banking Products and Services

Checking & Current Accounts

Savings Accounts

Longer Term Deposits

Deposits as Funding Sources

Bank & Debit Cards

Credit Cards

Credit Card Interest Rates

Loans - Consumer Finance

Loans - Mortgages Free Preview

Private Banking Products & Services

Banking & Cash Management

Estate & Trust Planning

Tax Planning

Investment Management

Credit Strategies

Philanthropy Advice

Interactive Exercise 1

Banking for Businesses

Business Banking - Operational Products

Business Banking - Financing Products

Financing Products - Working Capital

Working Capital - Electronic Funds Transfer (EFT)

Working Capital - Overdraft

Working Capital - Revolving Line of Credit

Working Capital - Business Credit Cards

Financing Products - Capital Expenditures

Capital Expenditures - Term Loans

Term Loan Repayment Options & Fees Free Preview

Capital Expenditures - Equipment Financing

Interactive Exercise 2

Commercial Banking

Commercial Banking - Operational Products

Commercial Banking - Loan Financing Products

Commercial Banking - Cash and Treasury Management

Cash & Treasury Management - Payments

Cash & Treasury Management - Receipts

Interactive Exercise 3

Traditional Supply Chain Finance Free Preview

Cash & Treasury Management - Cash

Trade Finance & Foreign Exchange

Trade Cycle & Risks - Contract Negotiation and Finalization

Trade Cycle & Risks - Bid Bond/Guarantee

Trade Cycle & Risks - Production

Trade Cycle & Risks - Delivery & Settlement

Trade Cycle & Risks - Documentary Collection

Trade Cycle & Risks - Import Letter of Credit

Trade Cycle & Risks - Export Letter of Credit

Trade Cycle & Risks - Bankers' Acceptances

Trade Cycle & Risks - Advance Payment Guarantee

Trade Finance - Risk from Different Perspectives Free Preview

Trade Cycle & Risks - Foreign Exchange Risk & Products

Commercial Banking - Advisory Services

Interactive Exercise 4

Corporate Banking

Corporate Banking - Loan Finance Products

Corporate Banking - Syndicated Loans

Corporate Banking - Syndicated Lending Fees

Corporate Banking - Bridge Finance

Corporate Banking - Project Finance

Corporate Banking - Acquisition Finance

Interactive Exercise 5

Investment Banking & Corporate Finance

Components of an Investment Bank

Capital Markets & Underwriting

Capital Markets & Underwriting - Types of Underwriting & Fees

Capital Markets & Underwriting - Initial Public Offerings (IPO)

Initial Public Offerings (IPO) - Underwriting Process

Initial Public Offerings (IPO) - Fees & Examples

Research

Industry Coverage

Advisory & Corporate Finance - Mergers & Acquisitions (M&A)

Mergers & Acquisitions (M&A) - Reasons for M&A

Mergers & Acquisitions (M&A) - Buy-Side vs. Sell-side Deals & Fees

Advisory & Corporate Finance - Restructurings

Asset Management & Trading

Interactive Exercise 6

Course Summary

Conclusion

Qualified Assessment

Banking Products and Services Course Evaluation

Share Your Feedback

Course Completion

Become a certified Commercial Banking & Credit Analyst (CBCA)™ Certification

Banking Products and Services is part of the Commercial Banking & Credit Analyst (CBCA)™ certification, which includes 40 courses.

Commercial Banking & Credit Analyst (CBCA)™ Certification

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn more

Path to certification

Prep courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

16 courses from beginner to intermediate level.

02 Required

Elective courses

17 courses in advanced and intermediate levels.

03 Required

Get certified

Submit your CBCA™ checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (18 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.

Within 48 hours of program completion, your Blockchain Verified (CBCA)™ Certification will be emailed to you.

What our students say

Informative and Satisfying!
Learned about banking facilities and requirements I never knew existed.

Elago Abed

Banking Products and Services
In this course there is a clear explanation about how banking is conducted for customers and business differently and information about investment banking and corporate financing

Pallapothu Arun Vamsy

Good
Its detailed and well done

Kelvin Kamande Karanja

Finance course
It's really too good we learn alot from it

Mahak Jain

really come to learn in detail , i liked a lot

Nandini Mahajan

The course is very effective to those who what to learn about the Banking products and services. This has helped me a lot in understanding the different terms which has helped me to understand the theories and relationship in detail.

Amit Pokhrel

It's is very useful course for all banking stages it covers the entire knowledge of banking and finance

Kanchan Ramrakhyani

Learnt a lot.

Anisha Bandyopadhyay

Every banker should take this course to know the boarder perspective of banking products knowledge.

Khalid Shamim Shiplu

Very Exhaustive Course

Anurup Dutta

In this pandemic this platform help me to grow few steps more towards my career in banking services

AMIT KUMAR SAW

Overall I love all the classes I have taken through CPI. All the instructors are kind and patient. They are very experienced in the programs they are teaching. I have recommended this site to all my friends, family, and employer. I look forward to taking more classes from CPI Victor Mogoi

Victor mogoi

The materials were easily understood that new entrance into banking will be fascinated

Emmanuel Olorode

I enjoyed learning, much knowledgeable

Priya Gurjar

it was nice

Yogita Mutkule

Many thanks for this course as it's helpful & wonderful.

Mohamed El Shafei

Everything I did not know about banks now I know, the course was engaging and really helped me in getting whatever I needed I also scored 88% on my first try of the test which tells you more on how simple they've made the course for us so 10/10 would recommend.

Shoaib butt

CFI is the best finance institution I have come across thus far. The delivery of lessons is so interesting

Violet Sakala

the course material can be more detailed and put it in a more easier and layman's language especially for the basic learners/students to get a feel of the topic and understand it more better.and it can be slightly more interesting from the practical point of view apart from that,a very good and informative financial course

Ramakrishnan Venkateswaran

For a person who had to do the course 5 times before passing it, I must say I appreciate the challenge.

Shanoya Haley

This course is very interesting and covered all the main areas in banking. I would particularly recommend this course to persons just starting out in banking and is indecisive as to which area they want to specialise in.

Roxanne Byfield

it was an amazing course full of valuable info. extremely recommended to everyone interested in the banking filed

Ahmed Nasr ElDien

One of the best cape I have taken

Tinashe Stark Mugabe

Nice course much more information related to IPO, Asset Management and many topics.

Amar Nath Dubey

Good and well designed

louis Gatete

Very informative with the right amount of details, have learned a lot from this course

Hiu Tung Tang

if you're curious how banking system is working , you have to enroll

Faisal al soltan

This course is full of basic contents. It's to the point. For experienced professionals, it's good to recap and prepare themselves for the next level of related courses. For new finance professionals, it's absolutely necessary to complete this course.

Dr. Sanjeev Kumar

This course cover a lot of things such as fundamental knowledge of banking products and services also add on Investment and Corporate Banking sector its not deep learning but still a basic understanding which may give an opportunity to peruse career in Corporate sector.

Fahad Manzar

Very knowledgeable and interesting course.

Preet Parmar

this is very amazing

Siddharth Dave

Nice courses

mohit gehlod

Very nice course

Neeraj patel

Good to giving knowledge

Aniket patel

Best certification cource

Prachi Rathod

I really recommend that course to my friends and colleagues, the overall look of this is good.

Inzamam Ansari

This is very nice course

kunal patel

This is a very good course. This course will introduce you to the basic elements of banking & banking services.

kokil vijayvargiya

Very good course

Thomas Ivarsson

it is best course and place

Waleed Ahmed Eladly Ahmed

This course was very detailed and the content remained relevant. whether you're unemployed, working, stuck at home or just bored I recommend this course if your interesting in banking or even if just curious about banking and how it works.

Shinda Abigail Boston

This course is very loaded, informative and educative. I will definitely recommend to my colleagues and friends

Theresa Okafor

Thank you

Kena Deressa

I am well equipped by this course!

Kena Deressa

banking is a process to to flow money from thise who has enough to those who scarce

Prashant Purohit

The course was well designed. I have got the basic knowledge of Banking products and services. Many new terms I got to learn which I was unaware of.

Shivani Lambhade

All the fundamental details are included in the course and I got to learn the products and services in a systematic way. I feel exciting to learn more to dive deeper.

Lily Sein '

Excellent work

Ashutosh shaw

BEST COURSE FOR BANKING PERSON

SURESH MAHAR

In this section of the course we can learn about different banking product and services used in a commercial bank. This product and service are useful for further information of a banking product. This course is very helpful to learn about different banking service.

Malavika K V

The topic and content was very expecting.

Aiswarya p biju

I liked the course precision and came across various industry terminology in a very simple and clear manner

Arvind Kumar

I AM VERY SATISFIED WITH THIS ONLINE COURSE I WILL DEFINATELY RECOMMEND THIS TO FRIENDS AND FAMILY.

NABIRYO SALIMA

I enrolled for this course as an Banking and Finance graduate looking to expand her knowledge and i did myself a favour.Im so happy for this opportunity. Everything is perfect ,the instructor is exceptionable. Thank you

Bonolo Nkhumisang

I am so happy for studying and completing this course and encourage for your help the new generation thank you again

Abdikarin Ahmed Abdi

Excellent insightful program.

Sifakubi Masuku

I think this course is very good and help me for growth my knowledge.

Narayan Gavhane

It was really extremely better course!!!

David GASHAGURE

This course very challenging and need to think carefully when answering.

Wong Keat Soon

Thank you very. It was a very delighting experience to take such a well summarised course.

Geraldine Marlene Foualem Makamne

Highly recommend.

Francine Fabiola PETATO TEWO

Excellent content and delivery.

venugopal rajamanuri

The course is very useful and highly appreciable.

Tara Manandhar

The course is good for anyone who wants to understand and appreciate the various products offered by various categories of banking institutions.

Cosmas Kanhai

This course is designed with an object of understanding the knowledge on the products and services provided by banks. It helps me a lot in understanding the concepts of consumer banking, private banking, corporate banking, mergers, acuisitions, sell-side and buy-side products and services. I am showing my gratitude to the CFI for offering the course.

Mohammad Jabedul Alam

I gracefully enjoying & learning all the topics offered by the CFI. All these courses are making me confident each day. I strongly recommend to all the Indian Banking-Executives to under-go this topic to know "how the Banks Functions, what all different Products & Services they offer (in the global markets)" & finally enroll to complete the CBCA Certification.

Kaustubh Karwe

I like the course and appreciate the instructor's effort to give such a detailed depth of every aspect, I like the business banking section and kind of my favorite. Thank you very much for your excellent work

Muhammad Ramzan Shaukat

GOOD EXPERIENCE OF BANKING KNOWLEDGE

DHARMESH JAYANTIBHAI MARU

Banking Products and Services is a must to certification program for a holistic overview of all banking and services across spectrum!

Adil Kamal

Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

What is the price of the subscription?

All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.

What is included in the subscription?

All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.