Course Access:
90-day course access from date of purchase
Time:
Self-study, self-paced
Instructor:
Lisa Dorian, CFI
Length/Duration:
4 hours
| About This Course |
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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.
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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 Attend |
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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.
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| About Our Expert |
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Lisa Dorian
Lisa is Managing Director at MDA Training and head of the global accounting learning practice.
Lisa has designed and delivered courses in financial accounting and analysis, risk and controls, capital investment appraisal, budgeting and financial management to a wide range of organizations including Huntsman Chemicals, Zurich Insurance, Deutsche Bank, ATB Financial, BC Ferries and ICBC as well as for the Chartered Professional Accountants across Western Canada and Bermuda.
In addition to her professional designations, she is a Certified Internal Auditor, Certified Risk Management Assurance professional and accredited by the Institute of Internal Auditors to conduct quality assessments/validations. Specialties: Enterprise risk management framework implementations; Workshop facilitation and corporate training in the areas of business and finance strategy, risk
management and governance.
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| Continued Risk Learning Credits: 4.0 |
PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].
| Registration |
| Membership Type |
Price |
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| Members |
$ 100.00 |
| Non Members |
$ 110.00 |
Access
Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.
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Support
For technical issues regarding course access, contact [email protected]
PRMIA
Digital Product Return Policy.