from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Banking Contracts & Financial Routines Course equips you with practical skills to manage loan and deposit agreements confidently. You will learn precise contract processing, essential KYC procedures, and interest computations for actual financial products, alongside excelling in everyday back-office tasks, reconciliations, incident management, and reporting. Acquire practical templates, safeguards, and spreadsheet utilities to minimise mistakes, satisfy regulatory standards, and enhance operational efficiency swiftly.
Elevify advantages
Develop skills
- Mastery in banking contract intake: swiftly verify KYC, terms, and signatures.
- Proficiency in interest calculations: for loans, deposits, day counts, and roll conventions.
- Expertise in back-office routines: booking, payments, reconciliations, and controls.
- Design of spreadsheet controls: secure calculators, validations, and audit-compliant tools.
- Skills in incident handling: document, escalate, and resolve banking discrepancies.
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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