Financial Institutions Course
Discover the real workings of banks, from balance sheets and funding sources to capital markets, risks, rules, and customer talks. This Financial Institutions Fundamentals course simplifies tough banking and interest rate topics into useful tools for finance workers. Build confidence in explaining operations, risks, and products clearly while staying compliant.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This focused course equips you with hands-on skills for handling deposits, loans, and customer products. It covers how banks raise funds, handle risks, and engage with capital markets. Gain ability to simply explain interest rates, insurance options, and market ups and downs. Master compliant talking points and disclosures to confidently steer clients to solid, recorded choices.
Elevify advantages
Develop skills
- Bank risks and balance sheet review: spot assets, liabilities, and main risks fast.
- Interest rates and volatility effects: describe impacts on loans, deposits, and bonds.
- Treasury and funding basics: weigh deposits against wholesale funds and bond sales.
- Capital markets dealings: understand bank bonds, terms, rules, and reports.
- Customer communication skills: simplify complex bank ideas into clear, rule-following scripts.
Suggested summary
Before starting, you can change the chapters and 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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