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

flexible workload from 4 to 360h
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 intake, key KYC requirements, and interest computations for actual products, plus daily back-office tasks, reconciliations, incident management, and reporting. Get practical templates, controls, and spreadsheet tools to cut down errors, comply with regulations, and boost operational efficiency quickly.
Elevify advantages
Develop skills
- Master banking contract intake: quickly verify KYC, terms, and signatures.
- Become proficient in interest calculations: for loans, deposits, day counts, and roll conventions.
- Excel in back-office routines: booking, payments, reconciliations, and controls.
- Design spreadsheet controls: create secure calculators, checks, and audit-ready tools.
- Develop incident handling skills: document, escalate, and resolve banking errors.
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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