Introduction to Banking

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.

 
 

 Course Access:
90-day course access from date of purchase

Time:
Self-study, self-paced

Instructor:
Lisa Dorian, CFI


 Length/Duration:
2 hours

 


About This Course

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.

     
Outline

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

Who Should Attend
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


About Our Expert

 
  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.



Continued Risk Learning Credits:  2

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
   
 Members $ 60.00
 Non Members $ 66.00

Access

Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.

If this is your first time accessing the PRMIA website you will need to create a short user profile to register. Save on registration by becoming a member.

 

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Support

For technical issues regarding course access, contact [email protected]

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