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Banking & Financial There are 70 products.
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Analyzing Combined Balance Sheets and...
Seat Time: 1.25hrs - Desc: This course will introduce the learner to the various means by which combined balance sheets and income statements are analyzed at the financial institution. The course will familiarize the learner with how to use Rate of Return, Pro Forma balance Sheets, and Financial Projections, among other strategies, when analyzing...
$60.00 -
Analyzing Performance and Condition
Seat Time: 0.75hrs - Desc: This course will introduce the learner to the process by which performance and condition are analyzed. The course will familiarize the learner with spreading financial statements and the proper analysis of balance sheets and income statements. After completing this program the learner will understand: How to transfer data from...
$60.00 -
Aspects of a Financial Model
Seat Time: 1.75hrs - Desc: This course will introduce the learner to financial models by familiarizing the learner with aspects of financial models like financial forecasting, revenue projections, and expense and margin. After completing this program the learner will understand: The overall objectives to remember when creating a financial model. How...
$60.00 -
Bank Products
Seat Time: 3.75hrs - Desc: This course will introduce the learner to the various bank products that s/he will encounter as a teller. Some of these bank products and services are checking and savings accounts, loans, IRAs, and negotiable instruments. After completing this program the learner will understand: The differences between checking and savings...
$60.00 -
Basic Treasury Management
Seat Time: 2.25hrs - Desc: This course will outline the array of responsibilities afforded a Treasury Department by outlining the various markets in which those responsibilities take root. The learner will be able to compare derivatives, money, and Foreign Exchange markets while also exploring Treasury services and methods for cash management. After...
$60.00 -
Basics of Financial Accounting
Seat Time: 2hrs - Desc: This course will introduce the learner to the important aspects of financial accounting and his/her related responsibilities at the financial institution. The course will familiarize the learner with crucial business and financial terms and their definitions and how to apply them to work at the financial institution. Upon...
$60.00 -
Basics of Financial Accounting: II
Seat Time: 1.75hrs - Desc: This course will provide the learner with the necessary tools for understanding reconciliation, inventory valuation, and depreciation methods. The learner will also be able to use ratios and other numerical values and methods to account for changes in a company’s assets. Upon completing this program, the learner will be able...
$60.00 -
Basics of Financial Planning
Seat Time: 1.5hrs - Desc: This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments. After completing this program the learner will understand: The key aspects of financial planning. The significance of...
$60.00 -
Basics of Financial Planning: II
Seat Time: 1.75hrs - Desc: This course will provide the learner with the necessary tools for understanding reconciliation, inventory valuation, and depreciation methods. The learner will also be able to use ratios and other numerical values and methods to account for changes in a company’s assets. Upon completing this program, the learner will be able...
$60.00 -
Branch Banking for Tellers
Seat Time: 2.5hrs - Desc: This course will introduce the learner to banking procedures at the branch. The course will familiarize the learner with aspects of branch banking, including the banks vision and values, expected teller skills and standards, and the branch members that the teller will be working with. After completing this program the learner...
$60.00 -
Branch Manager Standards
Seat Time: 1.5hrs - Desc: This course will familiarize the learner with the role and responsibilities of a branch manager, including performance tips and ideal attributes for successful branch managers. This course will emphasize the necessity of learning a bank’s history, vision, and values in order to facilitate the growth of the branch manager and...
$60.00 -
Branch Managers and Business Development
Seat Time: 2hrs - Desc: This course will discuss the market focus and how to analyze and segment a market. The learner will become acquainted with the process of setting goals, evaluating, adapting, and improving market value and wallet share. After completing this program, the learner will be able to: Make business contacts and personalize...
$60.00 -
Branch Managers are Sales Leaders
Seat Time: 1.75hrs - Desc: This course will examine the strengths and skills of a sales leader. The learner will begin to understand the importance of sales coaching and motivators. After completing this program, the learner will be able to: Implement various methods to motivate and encourage team members. Coach team members into...
$60.00 -
Branch Managers Sales Skills
Seat Time: 2.75hrs - Desc: This course will consider the sales skills necessary for branch managers. The learner will examine the sales compass, including identifying the need, building the relationship, advancing the sale, and more. After completing this program, the learner will be able to: Identify the need, build the relationship, and...
$60.00 -
Branch Security Situations
Seat Time: 2hrs - Desc: This course will introduce the learner to the role that security plays in keeping the branch, its customers, and employees safe. Learners will become familiar with the proper procedures for dual control, unlawful activities, frauds, and robberies, in addition to preparation practices for various emergencies. After completing this...
$60.00
