Banking Contracts & Financial Routines Course
This course equips participants with essential skills for managing banking contracts and financial operations, covering contract validation, interest computations, back-office processes, tool design, and error 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 provides you with practical skills to manage loan and deposit agreements with confidence. Learn precise contract intake, KYC essentials, and interest calculations for actual products, whilst mastering daily back-office routines, reconciliations, incident handling, and reporting. Acquire ready-to-use templates, controls, and spreadsheet tools to minimise errors, satisfy regulatory requirements, and enhance operational quality swiftly.
Elevify advantages
Develop skills
- Banking contract intake mastery: validate KYC, terms, and signatures quickly.
- Interest calculation expert: 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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