Name: Introduction to Banking
Availability: InStock
Rating: 4.82 (455 reviews)

Introduction to Banking

Overview

Introduction to Banking Course Overview

This Introductory course covers the fundamental knowledge about the banking industry. We will discuss the various types of financial institutions and how they differ in the types or products and services provided to their own customer groups. We can look at a bank’s balance sheet and income statement and understand how a bank generates return. Finally, we will explore the common career paths in different areas of banking. Universal Banking

Who should take this course?

This Introduction to Banking course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation. It is also a great introductory course for anyone who would like to learn more about the banking industry. Careers in Banking

Introduction to Banking Learning Objectives

Understand the different types/structures of financial services firms
Determine the different types of banking services that are provided
Understand who the customers are for each type of service
Learn how a bank makes money
Differentiate the various banking career paths

Prerequisite Skills

Recommended skills to have before taking this course.

Logical thinking

What You'll Learn

Lesson

Multimedia

Exams

Files

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

Risk Management Specialization

Skills You’ll Gain Risk Identification, Regulatory Analysis, Risk Measurement, Risk Mitigation
Great For: Market Risk Analyst, Credit Risk Analyst, Compliance Officer, consulting, Enterprise Risk Manager, Audit

Learn More

What Our Members Say

Excellent

Never had so much information on banking course I am so grateful for these free courses

Sipho Richard Claassen

Great opportunity !

For both beginners and anyone who may need a touch up/reminder of why banking is the right choice for you !

Daniel Clarke-Whitehall

Educative

This is very educative and impactful.

Olamilekan Oluwasogo

Introduction to Banking

learn something new about banking

Ho Mei Yi

Fantastic

knowledge instructor with clearly explanation

LAYTH Al Fayyadh

Great experience

I had a great time going through the courses I have done.

Francis S. Koryon

EXCELLENT

It is a life changing experience

Mahmoudah Olubori

expounding experience

great for banking comprehending banking

OKIABERA RAINI

Gained good knowledge and experience

Be Aware about this courses in Coursea it their Values mentionable

Mohamud Nor Adan

Great learning experience

Got to learn about the banking sector

Anisha Patel

Quick and easy to understand

For a nonfinancial background everything was easy to understand.

Zita Horvath

Simple and clear

This course was very simple and easy to understand exactly what I was looking for.

Meirion Thomas

Great

Moved at a smooth and steady pace

Scott Jackson

A Fine Introduction

I think this introduction to the CBCA program is really informative, and covers quite a broad spectrum of topics enough to create interest in a career in Banking

Tabona Butale

very good course

very good course to study

Hossam Mahmoud

Concise, Engaging and to the point.

Videos were around 1-4 minute duration , content was engaging and the way instructor spoke induced confidence that she knows what is she talking about.

Sheheryar Khalid

Wonderful!

great, valuable , and very helpful

Omar Hegazy

Enlightens experience

The course materials are very useful. Skills are practical as well.

Tsung Ching Yiu

Great Banking refresher

Block off some time and take notes, you will learn a lot.

Tyler Hockett

Excellent course

Must take course for financial analyst

Sachin Kumar

Excellent and useful experience

A certificate that qualifies for a clearer understanding of the banking field

Mostafa Nabil

Wonderful

Explanation was adequate

Motolani Daramola

it was briefly explained

Do complete this course for the basic knowledge of the banking

Piyush Telalwar

informative

each video was brief and informative

Mande Sunil Kumar

Nice material

Learning made easy and material was nice and have clarity in each and every topic. Thank you CFI

Kishore Kasina

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Introduction to Banking

Introduction to Banking Course Overview

Who should take this course?

Introduction to Banking Learning Objectives

What You'll Learn

Categories and Types of Financial Institutions

Banking Services: What They Are and Who Uses Them

How Financial Institutions Generate Return

Banking Careers

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Commercial Banking & Credit Analyst (CBCA®) Certification

Risk Management Specialization

What Our Members Say

Sipho Richard Claassen

Daniel Clarke-Whitehall

Olamilekan Oluwasogo

Ho Mei Yi

LAYTH Al Fayyadh

Francis S. Koryon

Mahmoudah Olubori

OKIABERA RAINI

Mohamud Nor Adan

Anisha Patel

Zita Horvath

Meirion Thomas

Scott Jackson

Tabona Butale

Hossam Mahmoud

Sheheryar Khalid

Omar Hegazy

Tsung Ching Yiu

Tyler Hockett

Sachin Kumar

Mostafa Nabil

Motolani Daramola

Piyush Telalwar

Mande Sunil Kumar

Kishore Kasina

Frequently Asked Questions