Introduction to Banking

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.

Introduction to Banking Learning Objectives

Upon completing this course, you will be able to:

• 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

Introduction to Banking is a Prerequisite 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 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.