Course curriculum

  • 1

    Categories and Types of Financial Institutions

    • Introduction

    • Download Course Presentation

    • Main Categories of Financial Institutions

    • How Financial Institutions Are Organized

    • Universal Banks

    • Large Banks

    • Investment Banks

    • Community Banks

    • Online Banks

    • Credit Unions

    • Building Societies

    • Savings and Loans Associations

    • Interactive Exercise 1

  • 2

    Banking Services: What They Are and Who Uses Them

    • Banking Services

    • Retail Banking

    • Private Banking

    • Business Banking

    • Commercial Banking

    • Interactive Exercise 2

    • Corporate Banking

    • Investment Banking

    • Interactive Exercise 3

  • 3

    How Financial Institutions Generate Return

    • A Bank's Balance Sheet

    • A Bank's Income Statement

    • Net Interest Income

    • Components of Total Revenue

    • Interactive Exercise 4

    • Measuring Returns in a Bank

    • The Impact of Leverage

    • The Importance of Operating Efficiency

    • What Is the Bank’s Profit Exercise

    • Asset-Liability Matching (ALM)

    • Securitization

    • Interactive Exercise 5

  • 4

    Banking Careers

    • Banking Careers

    • Investment Banking Career

    • Sales and Trading Career

    • Equity Research Career

    • Commercial Banking Career

    • Retail Banking Career

    • Other Roles in Banking - Mid Office and Back Office

  • 5

    Course Summary

    • Course Summary

  • 6

    Qualified Assessment

    • Qualified Assessment

    • Share Your Feedback

    • Course Completion