Introduction to Financial Areas

Content Provider

Bankers Academy

Duration

20 Hours 6 Minutes

Mode Of Delivery

Online

Course Validity

12 Months

Course Level

Intermediate

Certification By

Go1-KRACKiN
  • ( ₹9999 ₹3499)
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Description

The Advanced Finance Program provides an exclusive, tailored learning journey that allows you to accelerate your learning development in a way that complements your current knowledge base and helps you meet your career goals.  This Program is for executives who need to master the necessary financial skills to remain at the leading edge of their professions. Expand your knowledge and deepen your expertise in the areas of corporate finance, investment strategies, private equity, mergers and acquisitions, and venture capital. Experience a rigorous learning journey focused on finance and investment strategy and leadership that will position you for greater success


Curriculum

Module 4: Introduction to Financial Areas



1.Introduction to Wealth Management



This chapter will introduce you to the scope and process of the wealth management discipline, including how to group clients based by net-worth. Additionally, the chapter will teach you about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyse market trends.



2.Basic Treasury Management



This chapter will outline the array of responsibilities afforded a Treasury Department by outlining the various markets in which those responsibilities take root. You will be able to compare derivatives, money, and Foreign Exchange markets while also exploring Treasury services and methods for cash management.



3.Basics of Financial Planning



This chapter will introduce you to the basic aspects of financial planning. The chapter will familiarize you with areas of financial planning, including budgeting, insurance, and investments.



4.Budgeting



This chapter will introduce you to the various features of budgeting. The chapter will give an in-depth analysis of Generally Accepted Accounting Principles (GAAP), budget categories, and successfully handling budgets.



5.Commercial Lending Basics



This chapter will introduce you to skills and standards necessary to be a successful commercial lender. The lesson will familiarize you with aspects of commercial lending, such as the types of businesses, commercial loans, and collateral involved in commercial lending, in addition to common commercial loan products.



6.Consumer Lending Basics



This chapter will introduce you to the skills and standards necessary to be a successful consumer lender. This chapter will familiarize you with the various aspects of consumer lending, including the types of consumer loan applications, the 5 C’s of credit and the tools associated with them, credit bureaus and their reports, and how to communicate loan decisions, among many other aspects.



7.Types of Risk Management



This chapter will provide an overview of the various types of risk that can occur. This chapter will detail credit, market, operational, strategic, interest rate, liquidity, and reputational risk.



8.Credit Risk Management



This chapter will teach you about credit risk management. The lesson will provide enhanced discussions pertaining to micro and macro lending, the credit cycle, and the general term of "credit."



9.Amortization



This chapter is designed to efficiently teach accounting to you and professionals embarking on careers in finance. The chapter is written in a clear, easy-to-follow style that makes accounting accessible, and is filled with exercises that test and reinforce covered concepts. We begin with an analysis of accounting rules and the structure and composition of key financial filings like 10Ks and 10Qs. We introduce the income statement, balance sheet, cash flow statement, and thoroughly analyse their important inter-relationships, line-by-line, all the while using real life examples to reinforce important concepts. The chapter concludes with a discussion of ratio analysis



10.AML Requirements



This chapter will introduce you to Anti-Money Laundering (AML) laws and regulations that the institution must adhere to. The chapter will define money laundering and will familiarize you with the various aspects of AML, including red flags, customer due diligence, and information-sharing policies.


Career Opportunities


  • Finance Executive, Finance Manager, Senior Financial Analyst


Who Should Attend


  • Junior Finance officers, Commerce Graduates


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Can my course access be extended?

We recommend you complete your assigned courses within the stipulated time as we do not have the provision to extend the course validity.
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