Overview What You'll Learn Path to Certification What Students Say FAQ

Banking Products and Services

Subscribe Enroll For Free

Level 1

Approx 4h to complete

100% online and self-paced

Subscribe to get access to CBCA™ and other programs

From $497/year

Learn More

Overview

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

Lesson
Multimedia
Exams
Files
Introduction
Course Introduction FREE PREVIEW
Downloadable Files
Banking for Consumers
Retail Banking Products and Services
Checking & Current Accounts
Savings Accounts
Longer Term Deposits
Deposits as Funding Sources
Bank & Debit Cards
Credit Cards
Credit Card Interest Rates
Loans - Consumer Finance
Loans - Mortgages FREE PREVIEW
Private Banking Products & Services
Banking & Cash Management
Estate & Trust Planning
Tax Planning
Investment Management
Credit Strategies
Philanthropy Advice
Interactive Exercise 1
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 Financing 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
Investment Banking & Corporate Finance
Components of an Investment Bank
Capital Markets & Underwriting
Capital Markets & Underwriting - Types of Underwriting & Fees
Capital Markets & Underwriting - Initial Public Offerings (IPO)
Initial Public Offerings (IPO) - Underwriting Process
Initial Public Offerings (IPO) - Fees & Examples
Research
Industry Coverage
Advisory & Corporate Finance - Mergers & Acquisitions (M&A)
Mergers & Acquisitions (M&A) - Reasons for M&A
Mergers & Acquisitions (M&A) - Buy-Side vs. Sell-side Deals & Fees
Advisory & Corporate Finance - Restructurings
Asset Management & Trading
Interactive Exercise 6
Course Summary
Conclusion
Qualified Assessment
Qualified Assessment
Banking Products and Services Course Evaluation
Share Your Feedback
Course Completion

Become a certified Commercial Banking & Credit Analyst (CBCA)™

Banking Products and Services is part of the Commercial Banking & Credit Analyst (CBCA)™ certification, which includes 36 courses.

Commercial Banking & Credit Analyst (CBCA)™ Certification
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending
Learn More

Path To Certification

Prep Courses

7 courses from beginner to intermediate level.

01Optional

Core Courses

16 courses from beginner to intermediate level.

02Required

Elective Courses

11 courses in advanced and intermediate levels.

03Optional

Get Certified

Submit your CBCA™ checklist and order your certificate.

CBCA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

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.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

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

Highly recommend.
Highly recommend.

Francine Fabiola PETATO TEWO

Banking
Very nice course

Neeraj patel

Banking product and servicea
Thank you

Kena Deressa


this is very amazing

Siddharth Dave

See More

Frequently Asked Questions

How do I enroll in this course?
Are there any additional fees or costs?
What currency are your courses priced in?
Can I download the Excel files and financial modeling templates for the course?
How long do I have to complete the courses?
Are CFI courses officially accredited?
How do I earn my certificates?
Can I email the instructor if I have questions?
Will these courses help me advance my career?
What is included in the subscription?
More Questions?

Get Certified for
Commercial Banking (CBCA™)

Access With Subscription Learn More
30 Day Money Back Guarantee