Course curriculum

  • 1

    Introduction

    • Course Introduction

    • Downloadable Files

  • 2

    Banking for Consumers

    • Retail Banking Products and Services

    • Checking & Current Accounts

    • Savings Accounts

    • Longer Term Deposits

    • Deposits as Funding Sources

    • Bank & Debit Cards

    • Credit Cards

    • Credit Card Interest Rates

    • Loans - Consumer Finance

    • Loans - Mortgages

    • Private Banking Products & Services

    • Banking & Cash Management

    • Estate & Trust Planning

    • Tax Planning

    • Investment Management

    • Credit Strategies

    • Philanthropy Advice

  • 3

    Banking for Businesses

    • Banking for Businesses

    • Business Banking - Operational Products

    • Business Banking - Financing Products

    • Financing Products - Working Capital

    • Working Capital - Electronic Funds Transfer (EFT)

    • Working Capital - Overdraft

    • Working Capital - Revolving Line of Credit

    • Working Capital - Business Credit Cards

    • Financing Products - Capital Expenditures

    • Capital Expenditures - Term Loans

    • Term Loan Repayment Options & Fees

    • Capital Expenditures - Equipment Financing

    • Commercial Banking

    • Commercial Banking - Operational Products

    • Commercial Banking - Loan Finance Products

    • Commrecial Banking - Cash and Treasury Management

    • Cash & Treasury Management - Payments

    • Cash & Treasury Management - Receipts

    • Traditional Supply Chain Finance

    • Cash & Treasury Management - Cash

    • Trade Finance & Foreign Exchange

    • Trade Cycle & Risks - Contract Negotiation and Finalization

    • Trade Cycle & Risks - Bid Bond/Guarantee

    • Trade Cycle & Risks - Production

    • Trade Cycle & Risks - Delivery & Settlement

    • Trade Cycle & Risks - Documentary Collection

    • Trade Cycle & Risks - Import Letter of Credit

    • Trade Cycle & Risks - Export Letter of Credit

    • Trade Cycle & Risks - Bankers' Acceptances

    • Trade Cycle & Risks - Advance Payment Guarantee

    • Trade Finance - Risk from Different Perspectives

    • Trade Cycle & Risks - Foreign Exchange Risk & Products

    • Commercial Banking - Advisory Services

    • Corporate Banking

    • Corporate Banking - Loan Finance Products

    • Corporate Banking - Syndicated Loans

    • Corporate Banking - Syndicated Lending Fees

    • Corporate Banking - Bridge Finance

    • Corporate Banking - Project Finance

    • Corporate Banking - Acquisition Finance

  • 4

    Investment Banking & Corporate Finance

    • Components of an Investment Bank

    • Capital Markets & Underwriting

    • Capital Markets & Underwriting - Types of Underwriting & Fees

    • Capital Markets & Underwriting - Initial Public Offerings (IPO)

    • Initial Public Offerings (IPO) - Underwriting Process

    • Initial Public Offerings (IPO) - Fees & Examples

    • Research

    • Industry Coverage

    • Advisory & Corporate Finance - Mergers & Acquisitions (M&A)

    • Mergers & Acquisitions (M&A) - Reasons for M&A

    • Mergers & Acquisitions (M&A) - Buy-Side vs. Sell-side Deals & Fees

    • Advisory & Corporate Finance - Restructurings

    • Asset Management & Trading

  • 5

    Course Summary

    • Conclusion

  • 6

    Qualified Assessment

    • Qualified Assessment

    • Banking Products and Services Course Evaluation

    • Share Your Feedback

    • Course Completion