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.
What You'll Learn
Path to Certification
4 courses from beginner to intermediate level.01Optional
14 courses from beginner to intermediate level.02Required
1 course in advanced level.03Optional
Submit your CBCA™ checklist and order your certificate.04Required
Join Our Community
Get access to the Global Corporate Finance Society.05Optional
How the Certification Works
What Our Students Say
This is a clear overview of the world of banking! I'm now working for a universal banking company and this course helped me know more about my job.
The course offered me with deep invaluable insights that gave me confidence as I am hunting for a banking internship. Really remarkable. Thank you so much CFI.
A fantastic course . A lot to learn for a science background student like me
The course was very good and nicely developed With good explanation of terms and methodology