Banking and Finance

  • Level: Beginner
  • Duration: 9.5 hours  
  • Access: Lifetime
Write your awesome label here.
This course provides an overview of the banking and financial industry, with detailed coverage of investment banks, corporate banking businesses, consumer/retail banks, asset managers, wealth managers, pension/retirement funds, and insurance companies.
 
  • This course is only suitable for desktop use.

Course Features

#1 Shareable Certificate

Earn a certificate upon completion.

#2 100% Online Learning

Start straight away and learn at your own pace.

#3 Beginner Level

This course is suitable for anyone looking to learn about the fundamentals of banking and finance.

#4 Course Duration

Tutorial time of 9.5 hours.

#5 Accepted for CPE

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

What You Will Learn

1. Banking - Primer

  • Topic 1: Overview of Banking

2. Business of Investment Banking

  • Topic 1: Industry Structure & Development
  • Topic 2: Conflicts of Interest
  • Topic 3: Mergers & Acquisitions (M&A)
  • Topic 4: Underwriting
  • Topic 5: Other business lines

3. Business of Corporate Banking

  • Topic 1: Corporate Banking Industry
  • Topic 2: Corporate Banking vs. Investment Banking
  • Topic 3: Customer Segmentation
  • Topic 4: Business Structure
  • Topic 5: Target Market Identification
  • Topic 6: Revenue & costs
  • Topic 7: Risks & Profitability
  • Topic 8: Strategy Execution

4. Business of Consumer Banking

  • Topic 1: Overview of Retail Banking
  • Topic 2: Digital Banking
  • Topic 3: Asset & Liability-Side Products
  • Topic 4: Payments Services
  • Topic 5: Other Products
  • Topic 6: Profitability of Retail Banks
  • Topic 7: Ownership
  • Topic 8: Regulation

5. Digital Banking

  • Topic 1: Process Optimization
  • Topic 2: Digital Implementation
  • Topic 3: New Business Models

6. Shadow Banking

  • Topic 1: Overview of Shadow Banking
  • Topic 2: Regulatory Approach to Shadow Banking
  • Topic 3: Policy Implementation & the Future of Shadow Banking

7. Business of Asset Management

  • Topic 1: Overview of Asset Management
  • Topic 2: Asset Management Sectors
  • Topic 3: Asset Allocation
  • Topic 4: Passive & Active Management
  • Topic 5: Investment Funds
  • Topic 6: Asset Management Industry

8. Business of Wealth Management

  • Topic 1: Private Banking & Wealth Management
  • Topic 2: Wealth Management
  • Topic 3: Industry Development
  • Topic 4: Wealth Management Firms
  • Topic 5: Private Client Service Propositions
  • Topic 6: Sources of Revenue
  • Topic 7: Industry Challenges

9. Pensions & Retirement

  • Topic 1: Overview of Retirement Funds
  • Topic 2: Retirement Fund Features
  • Topic 3: Private Retirement Fund Industry
  • Topic 4: Industry Challenges
  • Topic 6: Opportunities & Strategies

10. Business of Insurance

  • Topic 1: Principles of Insurance
  • Topic 2: Organization & Distribution
  • Topic 3: Underwriting & Pricing
  • Topic 4: Claims & Reinsurance
  • Topic 5: Regulation & Conduct of Business
  • Topic 6: Life Insurance
  • Topic 7: Nonlife Insurance
  • Topic 8: Risk Management & Performance
Gain a professional certification in banking and finance

Gain Industry Knowledge and a Certification

 Access your learning wherever you are. 
 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.

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.
This Banking and Finance course is accredited by the hartered Insurance InstituteThis Banking and Finance course is accredited by the Financial Planning Association of AustraliaThis Banking and Finance course is accredited by NASBA