Banking Contracts & Financial Routines Course
This course provides hands-on training in managing banking contracts and financial operations, covering contract processing, KYC compliance, interest computations, back-office tasks, reconciliations, incident management, and reporting, with practical tools to ensure accuracy and efficiency.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Banking Contracts and Financial Routines Course equips you with practical skills to manage loan and deposit agreements confidently. You will learn precise contract processing, KYC requirements, and interest computations for actual products, alongside mastering everyday back-office tasks, reconciliations, incident management, and reporting. Acquire practical templates, controls, and spreadsheet tools to minimise errors, comply with regulations, and enhance operational efficiency quickly.
Elevify advantages
Develop skills
- Mastery in banking contract intake: quickly verify KYC, terms, and signatures.
- Expertise in interest calculations: for loans, deposits, day counts, and roll conventions.
- Proficiency in back-office routines: booking, payments, reconciliations, and controls.
- Designing spreadsheet controls: secure calculators, checks, and audit-ready tools.
- Skills in incident handling: document, escalate, and resolve 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 workloadWhat our students say
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