Banking Contracts & Financial Routines Course
This course equips participants with essential skills for managing banking contracts and financial routines, focusing on practical applications in contract handling, interest calculations, back-office operations, and error management to improve efficiency and compliance.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Banking Contracts & Financial Routines Course provides practical skills to manage loan and deposit agreements confidently. Learn precise contract intake, KYC fundamentals, and interest computations for actual products, while excelling in everyday back-office tasks, reconciliations, incident management, and reporting. Acquire practical templates, controls, and spreadsheet tools to minimize errors, fulfill regulatory requirements, and enhance operational efficiency quickly.
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 are saying
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