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

Who Should Take This 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 decide 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


Level 1

Approx 4h to complete

100% online and self-paced

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What you'll learn


Banking for Businesses

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
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
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
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

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

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

Financial Planning & Wealth Management (FPWM™) Certification

  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager

What Our Members Say

Concise Explanation
Most importantly, I enjoyed and learned from the concise and relevant case studies used.

Mayode Segun KAYODE

good experiance
good opportunity to enhance knowledge


it is worth the time!
If you want to step in a career in banking, you may want to check out CFI's course on “Banking Products and Services” to: Identify the products and services offered to consumers and retail clients Explore the products and services offered to businesses and corporations Examine the fee structures of banks and how they make money from each product or service Investigate the product offerings and groups within investment banks and their associated fees Build your knowledge of banking products and services in preparation for a career in banking

Elnaz Mahdi Khoshouei

Very good
It's a best way to learning

Karam Ibrahim Mohamed

Frequently Asked Questions

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What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
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?
You will have yearly access to the courses as long as you maintain an active subscription. 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.
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Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, 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.
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All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
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.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
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 that 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.
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 to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
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If you haven’t found your answer from our FAQ, please send us a message.
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