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Banking Contracts & Financial Routines Course

Banking Contracts & Financial Routines Course
4 to 360 hours of flexible workload
certificate valid 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. Learn precise contract intake, KYC essentials, and interest calculations for actual products, while gaining expertise in daily back-office routines, reconciliations, incident handling, and reporting. Acquire ready-to-use templates, controls, and spreadsheet tools to minimise errors, fulfil regulatory requirements, and enhance operational quality swiftly.

Elevify Advantages

Develop Skills

  • Mastery in banking contract intake: validate KYC, terms, and signatures quickly.
  • Expertise in interest calculations: for loans, deposits, day counts, and roll conventions.
  • Proficiency in back-office routines: booking, payments, reconciliations, and controls.
  • Design of spreadsheet controls: secure calculators, checks, and audit-ready tools.
  • Skills in incident handling: 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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