Banking Products and Services

Enroll For Free

Beginner level

Approx 4.0 to complete

100% online and self-paced


From $497.00
Self-Study Commercial Banking & Credit Analyst (CBCA)™
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From $847.00
Full Immersion Commercial Banking & Credit Analyst (CBCA)™
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Banking Products and Services Course Overview

In this Banking Products and Services course, we will give an overview of all the major products and services offered by banks around the world. This course is designed to provide you knowledge of the various products and services you may encounter as you continue your career as a financial analyst. By looking into banking for consumers, banking for businesses, investment banking and corporate finance, you will be able to make better decisions regarding what sectors of banking you want to work in. This course is important for anyone who wants to start their path to becoming a world-class financial analyst.

Banking Products and Services Learning Objectives

Upon completing this course, you will be able to:

  • Identify the products and services offered by banks to consumers and retail clients
  • Recognize the products and services offered by banks to businesses and corporations of all sizes
  • Recall the fee structures of banks and how they make money from each product
  • Understand the product offerings and groups within investment banks
  • Identify how banks function in preparation for other courses and your own career objectives

Banking Products and Services Products is a Prep Course of CFI's CBCA® Program

CFI's Certified Banking & Credit Analyst (CBCA)® Program offers skills including credit evaluation, documentation, and review procedures. For beginners to advanced users, the CBCA® program is designed to help you become a world-class credit analyst.

Who Should Take This CBCA® Course?

This Banking Products and Services Course is perfect for anyone looking to become a financial analyst. This course serves as a primer for all of the main products that financial analysts will need to be familiar with as they are deciding their career path. By familiarizing yourself with the various banking products and services available in the industry, you will be able to better choose how you specialize and what banking products you want to work with.

What You'll Learn

Banking for Businesses
Banking for Businesses
Business Banking - Operational Products
Business Banking - Financing Products
Financing Products - Working Capital
Working Capital - Electronic Funds Transfer (EFT)
Working Capital - Overdraft
Working Capital - Revolving Line of Credit
Working Capital - Business Credit Cards
Financing Products - Capital Expenditures
Capital Expenditures - Term Loans
Term Loan Repayment Options & Fees FREE PREVIEW
Capital Expenditures - Equipment Financing
Interactive Exercise 2
Commercial Banking
Commercial Banking - Operational Products
Commercial Banking - Loan Finance Products
Commercial Banking - Cash and Treasury Management
Cash & Treasury Management - Payments
Cash & Treasury Management - Receipts
Interactive Exercise 3
Traditional Supply Chain Finance FREE PREVIEW
Cash & Treasury Management - Cash
Trade Finance & Foreign Exchange
Trade Cycle & Risks - Contract Negotiation and Finalization
Trade Cycle & Risks - Bid Bond/Guarantee
Trade Cycle & Risks - Production
Trade Cycle & Risks - Delivery & Settlement
Trade Cycle & Risks - Documentary Collection
Trade Cycle & Risks - Import Letter of Credit
Trade Cycle & Risks - Export Letter of Credit
Trade Cycle & Risks - Bankers' Acceptances
Trade Cycle & Risks - Advance Payment Guarantee
Trade Finance - Risk from Different Perspectives FREE PREVIEW
Trade Cycle & Risks - Foreign Exchange Risk & Products
Commercial Banking - Advisory Services
Interactive Exercise 4
Corporate Banking
Corporate Banking - Loan Finance Products
Corporate Banking - Syndicated Loans
Corporate Banking - Syndicated Lending Fees
Corporate Banking - Bridge Finance
Corporate Banking - Project Finance
Corporate Banking - Acquisition Finance
Interactive Exercise 5
Course Summary

Get the course in a bundle

Banking Products and Services is part of the Commercial Banking & Credit Analyst (CBCA)™ certification, which includes 34 courses.

Commercial Banking & Credit Analyst (CBCA)™ Certification
Starts at $497
Learn More
  • All 34 CBCA™ courses
  • Skills Learned Credit Analysis and Documentation, Risk Mitigation, Writing
  • Career Prep Rating Agencies, Insurance, Commercial Lending

Path To Certification

Prep Courses

6 courses from beginner to intermediate level.


Core Courses

15 courses from beginner to intermediate level.


Elective Courses

9 courses in advanced and intermediate levels.


Get Certified

Submit your CBCA™ checklist and order your certificate.

CBCA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.


How the Certification Works

Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (18 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CBCA)™ Certification will be emailed to you.

What Our Students Say

Student comment
Overall I love all the classes I have taken through CPI. All the instructors are kind and patient. They are very experienced in the programs they are teaching. I have recommended this site to all my friends, family, and employer. I look forward to taking more classes from CPI Victor Mogoi

Victor mogoi

Banking Products and Services is a must to certification program for a holistic overview of all banking and services across spectrum!

Adil Kamal

I enrolled for this course as an Banking and Finance graduate looking to expand her knowledge and i did myself a favour.Im so happy for this opportunity. Everything is perfect ,the instructor is exceptionable. Thank you

Bonolo Nkhumisang

I like it
Best certification cource

Prachi Rathod

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