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Learn the Fundamentals in this Banking & Finance Course

This Banking & Finance course provides an overview of the banking and financial industry, incorporating detailed coverage of the role of investment banks, corporate banking businesses, consumer/retail banks, asset managers, wealth managers, pension/retirement funds, and insurance companies. The course also looks at the influence of shadow banking entities and describes the growth in digital banking.

GAIN A PROFESSIONAL CERTIFICATION

Many of the tutorials in this course are accepted for CPE by some of the world's largest financial associations.

UNDERSTAND KEY FINANCIAL CONCEPTS

Covering the fundamentals of the finance industry, from investment banking, corporate banking, and consumer banking, this course from Intuition Now will provide you with fundamental knowledge of the finance world

LEARN AT YOUR OWN PACE

Learn at your own pace and at times that suit you. This course is designed for desktop use only. Course content is available on demand and can be completed at a time that suits your schedule.

Meet Your CPE Requirements

Many examination bodies now mandate annual training, with some requiring alumni to complete up to 35 hours a year.

To support learners, Intuition Now works with key accrediting bodies including the Chartered Insurance Institute, the Financial Planning Association of Australia and the National Association of State Boards of Accountancy to ensure our learning materials can be used to meet your CPE requirements.
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What to Expect From the
Course Content

The course is divided into topic based modules and delivered via a combination of video and eLearning slides.

What You Will Learn

BANKING - PRIMER

This video provides a high-level overview of banking, beginning with the role of banks in the provision of credit and capital as well as payments services.
Duration 10 Minutes

BUSINESS OF INVESTMENT BANKING

This tutorial looks at the typical structures associated with investment banks and their key activities and sources of revenue, namely M&A advice, underwriting, sales and trading, asset management, and prime brokerage.
Duration 60 Minutes

BUSINESS OF CORPORATE BANKING

This tutorial describes the differences between individuals and corporates and the impact of this on customer needs, a bank’s product offerings, and a bank’s operating model for servicing corporates.
Duration 60 Minutes

BUSINESS OF CONSUMER BANKING

This tutorial looks at the role of modern consumer banking institutions. The key issues addressed include the structure of the sector, the product offerings, the drivers of profitability, and the role of regulation.
Duration 60 Minutes

DIGITAL BANKING

This tutorial looks at the digitalization of banking processes and how such processes are implemented, with a clear focus on cyber security and digital resilience.
Duration 60 Minutes

SHADOW BANKING

This tutorial provides an introduction to shadow banking. The first section explains shadow banking and important associated elements. The second section provides an overview of the Financial Stability Board’s policy framework.
Duration 60 Minutes

BUSINESS OF ASSET MANAGEMENT

This tutorial provides an overview of the structure and activities of a typical asset management firm, including its clients, products, and services.
Duration 60 Minutes

BUSINESS OF WEALTH MANAGEMENT

This tutorial introduces private banking and wealth management. It identifies the general activities of both businesses, the different types of business and their value proposition, and the various fee structures and revenue models. 
Duration 60 Minutes

BUSINESS OF PENSIONS & RETIREMENT

This tutorial provides a high-level overview of the retirement industry and highlights the key challenges participants face, as well as strategies to address them.
Duration 75 Minutes

BUSINESS OF INSURANCE

This tutorial looks at the different risks that insurance companies cover and the challenges they face in insuring these risks on behalf of individuals and businesses.
Duration 60 Minutes

Get started for free - trial our content first!
Gain access to the first tutorial of the course.

COURSE FEATURES

Skill Level: Beginner
Course time: 9.5 hours
Delivery: Course slides & video
Devices: Desktop
Assessment: Test after each module

Learn the fundamentals in this Banking & Finance course for only €99 | £85 | $117.

Gain Industry Knowledge and Certification

 Access your learning on desktop. 
 Test your knowledge throughout each tutorial with
regular review questions
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

Trial The Course For Free!

Gain access to the first tutorial of the course. 
This 10 minute primer tutorial provides a high-level overview of banking, beginning with the role of banks in the provision of credit and capital as well as payments services
If you are undecided if this course is right for you, trial our primer tutorial first.