Introduction to Banking Information

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

Here’s what you’ll learn

• Categories and Types of Financial Institutions
• Banking Services: What They Are and Who Uses Them
• How Financial Institutions Generate Return
• Banking Careers
• Course Summary
• Qualified Assessment

Who is this course for?

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 Author

Lisa earned a Bachelor of Arts degree from the University of Manitoba, and then moved on to become a Chartered Accountant. She is also have a U.S. Certified Public Accountant designation.

Experience

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.

More courses from the same author: Lisa Dorian

Salepage: Introduction to Banking – Corporate Finance Institute – Lisa Dorian

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