Overview
Introduction to Banking course overview
This Introductory course covers the fundamental knowledge about the banking industry. We will discuss the various types of financial institutions and how they differ in the types or products and services provided to their own customer groups. We can look at a bank’s balance sheet and income statement and understand how a bank generates return. Finally, we will explore the common career paths in different areas of banking.
Introduction to Banking learning objectives
Upon completing this course, you will be able to:- Understand the different types/structures of financial services firms
- Determine the different types of banking services that are provided
- Understand who the customers are for each type of service
- Learn how a bank makes money
- Differentiate the various banking career paths
Introduction to Banking 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 Introduction to Banking course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation. It is also a great introductory course for anyone who would like to learn more about the banking industry.
Introduction to Banking
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Level 1
Approx 2h to complete
100% online and self-paced
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See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Categories and Types of Financial Institutions
Introduction
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Downloadable Files
Main Categories of Financial Institutions
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How Financial Institutions Are Organized
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Universal Banks
Large Banks
Investment Banks
Community Banks
Online Banks
Credit Unions
Building Societies
Savings and Loans Associations
Interactive Exercise 1
Banking Services: What They Are and Who Uses Them
How Financial Institutions Generate Return
A Bank's Balance Sheet
A Bank's Income Statement
Net Interest Income
Components of Total Revenue
Interactive Exercise 4
Measuring Returns in a Bank
The Impact of Leverage
The Importance of Operating Efficiency
What Is the Bank’s Profit Exercise
Asset-Liability Matching (ALM)
Securitization
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
What our students say
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ALBERTO VEGA TAFOLLA
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Anirban Majee
An eye opening experience.
You get to learn more and understand the content very easily.
You get to learn more and understand the content very easily.
sylvia ngunjiri
Laying the Foundation
The course is well laid out to achieve the right balance between orientating learners, some of whom have no banking experience or background, and introducing concepts that help one understand the banking sector holistically.
The course is well laid out to achieve the right balance between orientating learners, some of whom have no banking experience or background, and introducing concepts that help one understand the banking sector holistically.
