Banking Contracts & Financial Routines Course
This course equips participants with essential skills for managing banking contracts and financial routines, including contract validation, interest calculations, back-office operations, spreadsheet tools, and incident management to ensure compliance and efficiency.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Banking Contracts & Financial Routines Course gives you practical skills to handle loan and deposit agreements with confidence. Learn accurate contract intake, KYC essentials, and interest calculations for real products, while mastering daily back-office routines, reconciliations, incident handling, and reporting. Gain ready-to-use templates, controls, and spreadsheet tools to reduce errors, meet regulatory expectations, and improve operational quality fast.
Elevify advantages
Develop skills
- Banking contract intake mastery: validate KYC, terms, and signatures fast.
- Interest calculation pro: loans, deposits, day counts and roll conventions.
- Back office routines expert: booking, payments, reconciliations and controls.
- Spreadsheet controls design: secure calculators, checks, and audit-ready tools.
- Incident handling skills: document, escalate, and remediate banking errors.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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