{"title":"Banking \u0026 Finance","description":"\u003cp\u003e\u003cstrong\u003e\u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; Banking \u0026amp; Finance\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e\u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; Banking \u0026amp; Finance\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eDevelop practical banking and financial-services knowledge across the areas that matter in day-to-day financial institutions. This collection covers banking products, lending, credit, treasury, financial operations, customer service and a wide range of specialist topics for people working in banks and financial organisations.\u003c\/p\u003e\u003cp\u003eThe courses are suitable for new entrants, operational staff, customer-facing teams and experienced professionals who want structured CPD across core banking functions.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eStart here:\u003c\/strong\u003e choose introductory banking and product courses if you are building foundations, or select specialist credit, treasury and operations courses for more focused development.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eExplore the eBSI Banking Academy\u003c\/a\u003e for the complete banking learning pathway.\u003c\/p\u003e\u003ch2\u003eDeveloping practical capability in Banking \u0026amp; Finance\u003c\/h2\u003e\u003cp\u003eBanking professionals increasingly need broad commercial understanding alongside specialist knowledge. This collection provides structured development across core banking and financial-services topics, helping learners understand products, customer needs, lending, credit, treasury, operations and the wider financial context in which institutions work.\u003c\/p\u003e\u003cp\u003eThe courses are suitable both for employees building foundational knowledge and for experienced staff who want to refresh or broaden their expertise. By connecting technical concepts with practical responsibilities, the collection supports more confident communication with customers and colleagues, better understanding of institutional processes and stronger awareness of how different banking functions relate to one another.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eRelated learning:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-compliance-regulatory\"\u003eCompliance \u0026amp; Regulatory\u003c\/a\u003e  |  \u003ca href=\"\/collections\/professional-skills\"\u003eProfessional Skills\u003c\/a\u003e\u003c\/p\u003e\u003ch2\u003eDeveloping practical capability in Banking \u0026amp; Finance\u003c\/h2\u003e\u003cp\u003eBanking professionals increasingly need broad commercial understanding alongside specialist knowledge. This collection provides structured development across core banking and financial-services topics, helping learners understand products, customer needs, lending, credit, treasury, operations and the wider financial context in which institutions work.\u003c\/p\u003e\u003cp\u003eThe courses are suitable both for employees building foundational knowledge and for experienced staff who want to refresh or broaden their expertise. By connecting technical concepts with practical responsibilities, the collection supports more confident communication with customers and colleagues, better understanding of institutional processes and stronger awareness of how different banking functions relate to one another.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eRelated learning:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-compliance-regulatory\"\u003eCompliance \u0026amp; Regulatory\u003c\/a\u003e  |  \u003ca href=\"\/collections\/professional-skills\"\u003eProfessional Skills\u003c\/a\u003e\u003c\/p\u003e","products":[{"product_id":"introduction-to-banking","title":"Introduction to Banking","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Introduction to Banking.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the history of banking around the world, accompanied by an instructional video to bolster the learner’s understanding of eachconcept. Additionally, the course will educate the learner on how a bank’ experience, size, and future outlook help determine the learner’s role in the bank. After completing this program, the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Introduction to Banking.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp class=\"ng-scope\" data-mce-fragment=\"1\"\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp class=\"ng-scope\" data-mce-fragment=\"1\"\u003eThis course will introduce the learner to the history of banking around the world, accompanied by an instructional video to bolster the learner’s understanding of eachconcept. Additionally, the course will educate the learner on how a bank’ experience, size, and future outlook help determine the learner’s role in the bank. After completing this program, the learner will understand:\u003c\/p\u003e\n\u003cul class=\"ng-scope\" data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eThe general ways in which a bank makes money.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eInformation on the layout of the interior of the bank, with details on the teller and platform areas, ATMs, vault services, and more.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eThe vision and value of banks.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch5\u003eCourse Overview\u003c\/h5\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp class=\"ng-scope\"\u003e\u003cu\u003e\u003cstrong\u003eCourse Contents\u003c\/strong\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp class=\"ng-scope\"\u003e\u003cstrong\u003eT1. Welcome:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eThis topic will provide the learner with an overview of the banking process, including a brief look at the benefits of working at a financial institution.\u003c\/p\u003e\n\u003cp class=\"ng-scope\"\u003e\u003cstrong\u003eT2. History of Banking:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eThis topic will educate the learner on the history of banking around the world through the use of an instructional video.\u003c\/p\u003e\n\u003cp class=\"ng-scope\"\u003e\u003cstrong\u003eT3. Flow of Money:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eThis topic will instruct the learner on the general ways in which a financial institution makes money, such as through lending and investments.\u003c\/p\u003e\n\u003cp class=\"ng-scope\"\u003e\u003cstrong\u003eT4. Branch Team Members:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eThis topic will detail the many and varied positions at each branch, such as the teller, head teller, cash vault manager, etc. and each of their responsibilities.\u003c\/p\u003e\n\u003cp class=\"ng-scope\"\u003e\u003cstrong\u003eT5. Branch Information:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eThis topic provides information on the layout of the interior of a financial institution, with details on the teller and platform areas, ATMs, vault services, and more.\u003c\/p\u003e\n\u003cp class=\"ng-scope\"\u003e\u003cstrong\u003eT6. History of Your Financial Institution:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eThis topic will provide a brief overview of the three facets of a financial institution that branch managers should be familiar with: experience, size, and future outlook.\u003c\/p\u003e\n\u003cp class=\"ng-scope\"\u003e\u003cstrong\u003eT7. Vision and Values:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eThis topic will familiarize the learner with the importance of having a defined vision and values for the financial institution, which can include honesty and integrity, customer appreciation, and a commitment to the community.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Introduction to Banking\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":39883370332338,"sku":"BA-001","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260494315868,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260494348636,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-001IntroductiontoBankingCover.png?v=1619815772"},{"product_id":"analyzing-combined-balance-sheets-income-statements","title":"Analyzing Combined Balance Sheets Income Statements","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Analyzing Combined Balance Sheets Income Statements.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the various means by which combined balance sheets and income statements are analyzed at the financial institution. The course will familiarize the learner with how to use Rate of Return, Pro Forma balance Sheets, and Financial Projections, among other strategies, when analyzing balance sheets and income statements. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Analyzing Combined Balance Sheets Income Statements.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003eSeat Time: 1.25hrs - Desc:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the various means by which combined balance sheets and income statements are analyzed at the financial institution. The course will familiarize the learner with how to use Rate of Return, Pro Forma balance Sheets, and Financial Projections, among other strategies, when analyzing balance sheets and income statements. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to determine an organizations efficiency measures.\u003c\/li\u003e\n\u003cli\u003eThe importance of Accounts Payable and Working Capital.\u003c\/li\u003e\n\u003cli\u003eHow to make financial projections.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eT1. Using Rate of Return (ROR):\u003c\/strong\u003e This topic will explain financial productivity and its importance to creditworthiness, and will define Return on Assets, limitations, distortions, and more.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Efficiency Measures:\u003c\/strong\u003e This topic will discuss performing a financial productivity trend analysis, and will discuss efficiency, benefits, limitations, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Accounts Payable and Working Capital:\u003c\/strong\u003e This topic will detail accounts payable and working capital in tandem with analyzing balance sheets and income statements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Pro Forma Balance Sheets:\u003c\/strong\u003e This topic will discuss making estimations, including interpreting and estimating pro forma monthly balance sheets.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Financial Projections:\u003c\/strong\u003e This topic will explain the benefits of using annual projections, including how to prepare and interpret annual projections.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Analyzing Combined Balance Sheets Income Statements\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40876036325554,"sku":"BA-171","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260503785820,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260503818588,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-171AnalyzingCombinedBalanceSheetsIncomeStatementsCOVER.png?v=1633222169"},{"product_id":"aspects-of-a-financial-model","title":"Aspects of a Financial Model","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Aspects of a Financial Model.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to financial models by familiarizing the learner with aspects of financial models like financial forecasting, revenue projections, and expense and margin. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Aspects of a Financial Model.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to financial models by familiarizing the learner with aspects of financial models like financial forecasting, revenue projections, and expense and margin. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe overall objectives to remember when creating a financial model.\u003c\/li\u003e\n\u003cli\u003eHow historical data is used to measure the growth of a company’s net income.\u003c\/li\u003e\n\u003cli\u003eThe importance of structuring spreadsheets properly.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. What is a Financial Model?:\u003c\/strong\u003e This topic will describe financial models and discuss what they say about an organization by explaining different classifications and models.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Objectives:\u003c\/strong\u003e This topic will illustrate the overall objectives that should be remembered when creating a financial model, including information on the basic design and components.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Financial Forecasting:\u003c\/strong\u003e This topic will discuss why financial modeling is important, and will discuss forecasting and the finance industry.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Historical Data:\u003c\/strong\u003e This topic will discuss historical data and its use in measuring the growth of a company's net income, and will explain sources of data and historical weights.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Revenue Projections:\u003c\/strong\u003e This topic will discuss revenue and how institutions work to gain it, and will examine top-line growth, EPS, and target price.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Expense and Margin:\u003c\/strong\u003e This topic will define margins, and will discuss the different types, including gross, operating, and net.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Spreadsheet Structuring:\u003c\/strong\u003e This topic will discuss the importance of a structured spreadsheet, including information on types of worksheets such as input, cell logic, output, and macro.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/model-analysis\"\u003eModel Analysis\u003c\/a\u003e  |  \u003ca href=\"\/products\/model-creation\"\u003eModel Creation\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Aspects of a Financial Model\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40876399460530,"sku":"BA-173","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260503851356,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260503884124,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-173AspectsofaFinancialModelCOVER.png?v=1633228715"},{"product_id":"bank-products","title":"Bank Products","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Bank Products.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the various bank products that s\/he will encounter as a teller. Some of these bank products and services are checking and savings accounts, loans, IRAs, and negotiable instruments. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Bank Products.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 4 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 3.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the various bank products that s\/he will encounter as a teller. Some of these bank products and services are checking and savings accounts, loans, IRAs, and negotiable instruments. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe differences between checking and savings accounts.\u003c\/li\u003e\n\u003cli\u003eThe different account add-ons.\u003c\/li\u003e\n\u003cli\u003eThe role of additional products and services, such as wire transfers, savings bonds, and safe deposit boxes.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Bank Products and Services:\u003c\/strong\u003e This topic will describe financial institution products and services that most offer, including checking and savings accounts, account add-ons, loans, and other products and services.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Products and Services Resources:\u003c\/strong\u003e This topic will discuss the Products and Services Guide which financial institution employees use as their main resource for product and service information.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Types of Account Ownership:\u003c\/strong\u003e This topic will define account ownership, and will discuss different types, such as individual and joint accounts.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Checking Accounts:\u003c\/strong\u003e This topic will discuss checking accounts, and will identify the different types available to customers\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Savings, CDs, and Money Markets:\u003c\/strong\u003e This topic will discuss savings accounts, and will identify the different types available to customers, including Certificates of Deposit and money market accounts.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. IRAs:\u003c\/strong\u003e This topic will expand upon Individual Retirement Accounts, including its features and benefits, and the different types available to customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Account Add-Ons:\u003c\/strong\u003e This topic will discuss account add-ons, and will identify the different types available to customers such as ATM cards, check cards, overdraft protection, direct deposit, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Loans:\u003c\/strong\u003e This topic will discuss loans, and will identify the different types, such as consumer, mortgage, and home equity, available to customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Additional Products and Services:\u003c\/strong\u003e This topic will discuss additional products and services available to customers, such as safe deposit boxes, cash management services, insurance products, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. Investment Product:\u003c\/strong\u003e This topic will illustrate the many and varied investment products available to customers, including stocks, bonds, and mutual funds.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. Trust Services:\u003c\/strong\u003e This topic will provide an overview of the trust services offered by many financial institutions, including personal trust services, investment management services, equity services, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT12. Negotiable Instruments:\u003c\/strong\u003e This topic will present to the learner the various types of negotiable instruments available for purchase by customers, and the correct process for conducting the purchase.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT13. Wire Transfers:\u003c\/strong\u003e This topic will define wire transfers and will discuss the fees and circumstances for customers and non-customers alike.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT14. Savings Bonds:\u003c\/strong\u003e This topic will familiarize the learner with savings bonds, including the different types and the advantages of each.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT15. Safe Deposit Boxes:\u003c\/strong\u003e This topic will examine the history of safe deposit boxes, and will expand upon the types of items kept within them as well as the benefits and types available to customers.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/overview-of-treasury-products-part-i\"\u003eOverview of Treasury Products Part I\u003c\/a\u003e  |  \u003ca href=\"\/products\/overview-of-treasury-products-part-ii\"\u003eOverview of Treasury Products Part II\u003c\/a\u003e  |  \u003ca href=\"\/products\/investment-products-and-services\"\u003eInvestment Products and Services\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Bank Products\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40876572377266,"sku":"BA-174","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260503916892,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260503949660,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-174BankProductsCOVER.png?v=1633229075"},{"product_id":"basic-treasury-management","title":"Basic Treasury Management","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Basic Treasury Management.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will outline the array of responsibilities afforded a Treasury Department by outlining the various markets in which those responsibilities take root. The learner will be able to compare derivatives, money, and Foreign Exchange markets while also exploring Treasury services and methods for cash management. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eUnderstand the core principles and practical approaches covered in Basic Treasury Management.\u003c\/li\u003e\n\u003cli\u003eRecognise situations where those approaches can improve workplace decisions or performance.\u003c\/li\u003e\n\u003cli\u003eApply the course ideas more confidently in day-to-day professional situations.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2.25hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will outline the array of responsibilities afforded a Treasury Department by outlining the various markets in which those responsibilities take root. The learner will be able to compare derivatives, money, and Foreign Exchange markets while also exploring Treasury services and methods for cash management. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDifferentiate between the various markets in which products are bought, sold, and traded.\u003c\/li\u003e\n\u003cli\u003eUnderstand and implement procedures for cash management and forecasting as part of Treasury's responsibilities.\u003c\/li\u003e\n\u003cli\u003eAdhere to responsibilities of a Treasury Department in regards to markets, customers, and the bank itself.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Introduction:\u003c\/strong\u003e This topic will serve as an introduction to the products and services financial institutions must offer in order to stay concurrent with consumer demands.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Derivatives Markets:\u003c\/strong\u003e This topic will explain derivatives markets and their importance as tradable financial instruments, and will also detail the different types that exist.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Money Markets:\u003c\/strong\u003e This topic will describe money markets as a means for short-term borrowing and lending, and will list participants and products therein.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Treasury Services:\u003c\/strong\u003e This topic will illustrate the foreign exchange market as the market in which currencies are traded, and will explain the main reasons for trading and the participants who are involved.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Foreign Exchange (FX) Markets:\u003c\/strong\u003e This topic will introduce the learner to the role of Treasury as the coordinator of funds in a financial institution. This role maintains that institution's liquidity.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Cash Management:\u003c\/strong\u003e This topic will clarify the purpose of cash management, the forecasting, control, and stewardship of the financial institution's financial assets, and will review a Treasury Department's responsibilities in that respect.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Managing Payables:\u003c\/strong\u003e This topic will include an explanation of operational reserves kept by a financial institution to cover possible liquidity needs, and will expand upon the other factors that must be considered.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Liquidity Management:\u003c\/strong\u003e This topic will afford the learner a discussion of liquidity, the ability to meet a financial institution's financial obligations, and will describe how liquidity is managed on the asset side and on the liability side.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Risks:\u003c\/strong\u003e This topic will discuss the types of risks resulting from acquiring an asset or incurring a liability, including liquidity, price, and counter-party risks, among others.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/overview-of-treasury-products-part-i\"\u003eOverview of Treasury Products Part I\u003c\/a\u003e  |  \u003ca href=\"\/products\/overview-of-treasury-products-part-ii\"\u003eOverview of Treasury Products Part II\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Basic Treasury Management\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40876717375666,"sku":"BA-175","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260503982428,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504015196,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-175BasicTreasuryManagementCOVER.png?v=1633295594"},{"product_id":"basics-of-financial-accounting","title":"Basics of Financial Accounting","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Basics of Financial Accounting.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the important aspects of financial accounting and his\/her related responsibilities at the financial institution. The course will familiarize the learner with crucial business and financial terms and their definitions and how to apply them to work at the financial institution. Upon completing this course, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Basics of Financial Accounting.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the important aspects of financial accounting and his\/her related responsibilities at the financial institution. The course will familiarize the learner with crucial business and financial terms and their definitions and how to apply them to work at the financial institution. Upon completing this course, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecognize and use the 5 C’s of Credit when analyzing customers.\u003c\/li\u003e\n\u003cli\u003eProperly maintain various financial statements, including income statements and balance sheets.\u003c\/li\u003e\n\u003cli\u003eUnderstand the importance and relevance of IFRS and GAAP to the financial institution.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Accounting and its Importance:\u003c\/strong\u003e This topic demonstrates the importance of accounting and how accounting information is typically used. This topic also includes different methods of accounting.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Double Entry Accounting:\u003c\/strong\u003e This topic will provide the learner with a brief history of double entry accounting, the advantages of the method, and an example of how a transaction would be calculated using double entry accounting.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Key Financial Terms and Definitions:\u003c\/strong\u003e This topic will provide the learner with commonly used terms and organizations associated with financial accounting.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Financial Statement Basics:\u003c\/strong\u003e This topic will provide the learner with fundamental information regarding financial statements, including an overview of the bookkeeping process, and the journalizing and posting process.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. The Balance Sheet:\u003c\/strong\u003e This topic will demonstrate how assets, liabilities, and equity are used in the accounting equation, and will provide an example of a balance sheet.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. The Income Statement:\u003c\/strong\u003e This topic will provide the learner with information regarding different elements that are contained in an income statement, and provides examples of a single-step income statement and a multi-step income statement.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. The Cash Flow Statement:\u003c\/strong\u003e This topic will familiarize the learner with sections included in a cash flow statement. This topic will also demonstrate how a cash flow statement is calculated using a hypothetical business scenario that covers three months of transactions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. GAAP:\u003c\/strong\u003e This topic provides the learner with a brief history of the U.S. Generally Accepted Accounting Principles (GAAP), and demonstrates why the U.S GAAP is important. This topic also ensures that the learner understands the function of the IFRS and provides a list of countries that use it.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/basics-of-financial-accounting-ii\"\u003eBasics Of Financial Accounting II\u003c\/a\u003e  |  \u003ca href=\"\/products\/basics-of-financial-planning\"\u003eBasics of Financial Planning\u003c\/a\u003e  |  \u003ca href=\"\/products\/teller-basics\"\u003eTeller Basics\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Basics of Financial Accounting\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40876811649202,"sku":"BA-176","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504047964,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504080732,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-176BasicsofFinancialAccountingCOVER.png?v=1633297153"},{"product_id":"basics-of-financial-accounting-ii","title":"Basics Of Financial Accounting II","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Basics Of Financial Accounting II.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide the learner with the necessary tools for understanding reconciliation, inventory valuation, and depreciation methods. The learner will also be able to use ratios and other numerical values and methods to account for changes in a company’s assets. Upon completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Basics Of Financial Accounting II.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will provide the learner with the necessary tools for understanding reconciliation, inventory valuation, and depreciation methods. The learner will also be able to use ratios and other numerical values and methods to account for changes in a company’s assets. Upon completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eUse appropriate methods to evaluate and reconcile inventory and other assets.\u003c\/li\u003e\n\u003cli\u003eCreate numeral values by which to analyze a company’s financial condition.\u003c\/li\u003e\n\u003cli\u003eUnderstand and apply inventory valuation and depreciation methods in real-life scenarios.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Reconciliation:\u003c\/strong\u003e This topic will serve as an introduction to the process by which a company compares and matches its accounting records with the figures shown on its financial statement, and will discuss the benefits of performing frequent reconciliations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Ratios:\u003c\/strong\u003e This topic will illustrate the importance of creating numerical values by which to compare and evaluate a company's overall financial condition, and will assert the various types or ratios that exist to perform differing operations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Inventory-Intensive Business:\u003c\/strong\u003e This topic will describe the purpose of inventories, which are the goods or materials held by most companies and which represents one of their most important assets, and their importance to certain types of businesses.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Inventory Accounting System:\u003c\/strong\u003e This topic will instruct the learner on how valuing changes in a company's inventoried assets occur and are subsequently handled, with information on methods used to account for inventory.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Inventory Valuation:\u003c\/strong\u003e This topic will detail the necessary act of inventory valuation, and the different valuation methods that measure the flow of inventory, such as FIFO, LIFO, and AVCO.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Depreciation:\u003c\/strong\u003e This topic will explain how depreciation occurs and the effects of depreciation on assets and businesses, as well as detail the factors that contribute to depreciation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Methods of Depreciation:\u003c\/strong\u003e This topic will provide an overview of the many types of depreciation methods and their variations that can be used by a company to account for asset depreciation.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/basics-of-financial-accounting\"\u003eBasics of Financial Accounting\u003c\/a\u003e  |  \u003ca href=\"\/products\/basics-of-financial-planning\"\u003eBasics of Financial Planning\u003c\/a\u003e  |  \u003ca href=\"\/products\/teller-basics\"\u003eTeller Basics\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Basics Of Financial Accounting II\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40891940208818,"sku":"BA-177","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504113500,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504146268,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-177BasicsOfFinancialAccountingIICOVER.png?v=1633300325"},{"product_id":"basics-of-financial-planning","title":"Basics of Financial Planning","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Basics of Financial Planning.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Basics of Financial Planning.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe key aspects of financial planning.\u003c\/li\u003e\n\u003cli\u003eThe significance of investment-based retirement.\u003c\/li\u003e\n\u003cli\u003eThe categories of expenses and how to make expense reports.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Building Blocks of Financial Planning:\u003c\/strong\u003e This topic will provide an explanation on financial planning, and will discuss the reasons, basics, and key building blocks.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Budgeting:\u003c\/strong\u003e This topic will describe budgets, and will detail the process for preparing a typical budget and the importance of budgeting.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Expenses:\u003c\/strong\u003e This topic will define expenses, and will discuss the categories and authenticity of expenses, including information on irregular incomes and the benefits of expense reporting.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Retirement:\u003c\/strong\u003e This topic will familiarize the learner with the significance of investment-based retirement planning and the different types of Individual Retirement Accounts available to customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Insurance:\u003c\/strong\u003e This topic will describe insurance, and discuss reasons for purchasing insurance as well as typical insurance services.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Investments:\u003c\/strong\u003e This topic will evaluate investments and clarify the importance of investments as well as the different types available to customers.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/basics-of-financial-accounting\"\u003eBasics of Financial Accounting\u003c\/a\u003e  |  \u003ca href=\"\/products\/basics-of-financial-accounting-ii\"\u003eBasics Of Financial Accounting II\u003c\/a\u003e  |  \u003ca href=\"\/products\/teller-basics\"\u003eTeller Basics\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Basics of Financial Planning\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40891996733618,"sku":"BA-178","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504179036,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504211804,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-178BasicsofFinancialPlanningCOVER.png?v=1633301174"},{"product_id":"branch-banking-for-tellers","title":"Branch Banking for Tellers","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Branch Banking for Tellers.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to banking procedures at the branch. The course will familiarize the learner with aspects of branch banking, including the bank’s vision and values, expected teller skills and standards, and the branch members that the teller will be working with. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Branch Banking for Tellers.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to banking procedures at the branch. The course will familiarize the learner with aspects of branch banking, including the bank’s vision and values, expected teller skills and standards, and the branch members that the teller will be working with. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat shapes the bank’s vision and values.\u003c\/li\u003e\n\u003cli\u003eThe role of the teller at the branch.\u003c\/li\u003e\n\u003cli\u003eWhat it takes to be successful as a teller.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli\u003eHow to make financial projections.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Branch Information:\u003c\/strong\u003e This topic provides information on the layout of the interior of a financial institution, with details on the teller and platform areas, ATMs, vault services, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Branch Team Members:\u003c\/strong\u003e This topic will detail the many and varied positions at each branch, such as the teller, head teller, cash vault manager, etc. and each of their responsibilities.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. History of Your Financial Institution:\u003c\/strong\u003e This topic will provide a brief overview of the three facets of a financial institution that branch managers should be familiar with: experience, size, and future outlook.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Vision and Values:\u003c\/strong\u003e This topic will familiarize the learner with the importance of having a defined vision and values for the financial institution, which can include honesty and integrity, customer appreciation, and a commitment to the community.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Teller Job Description:\u003c\/strong\u003e This topic will explain, in detail, the role and responsibilities of the teller, and the necessary attitude for any person in this position.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Teller for a Day:\u003c\/strong\u003e This topic will familiarize the learner with a day in the life of a teller, including opening activities, daily activities, and closing responsibilities.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Teller Skills:\u003c\/strong\u003e This topic will define the appropriate skill and ability requirements for a teller, such as communication, attention to detail, math aptitude, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Teller Standards:\u003c\/strong\u003e This topic will introduce the standards to which tellers are held, and will explain key factors such as attendance, professionalism, teamwork, and compliance.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. A Career Path:\u003c\/strong\u003e This topic will evaluate the career path of a teller and the benefits that the financial services industry offers, such as work environment, opportunity for advancement, and competitive benefits.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. How to Get Ahead:\u003c\/strong\u003e This topic will educate the learner on the necessary traits for success, such as dependability, perseverance, initiative, creativity, and more.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Branch Banking for Tellers\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40892128755890,"sku":"BA-179","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504244572,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504277340,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-179BranchBankingforTellersCOVER.png?v=1633301882"},{"product_id":"branch-manager-standards","title":"Branch Manager Standards","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Branch Manager Standards.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will familiarize the learner with the role and responsibilities of a branch manager, including performance tips and ideal attributes for successful branch managers. This course will emphasize the necessity of learning a bank’s history, vision, and values in order to facilitate the growth of the branch manager and his\/her employees. Upon completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Branch Manager Standards.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for managers, supervisors, team leaders, SME owners and professionals preparing for greater leadership responsibility.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will familiarize the learner with the role and responsibilities of a branch manager, including performance tips and ideal attributes for successful branch managers. This course will emphasize the necessity of learning a bank’s history, vision, and values in order to facilitate the growth of the branch manager and his\/her employees. Upon completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eApply leadership and team-building skills and standards.\u003c\/li\u003e\n\u003cli\u003eDemonstrate specific skills and abilities necessary to the role of branch manager.\u003c\/li\u003e\n\u003cli\u003eFace difficult challenges and understand job expectations.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Importance of the Branch Manager:\u003c\/strong\u003e This topic will introduce the learner to the role and responsibilities of a branch manager, including tips for performing duties for superior customer service.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Job of the Branch Manager:\u003c\/strong\u003e This topic will describe what the job of the branch manager entails, with information on employee-related and customer-related activities in which the branch manager engages.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Employee and the Customer Needs:\u003c\/strong\u003e This topic will discuss the skills and abilities that branch managers require in order to effectively communicate and interact with employees and customers alike.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Branch Manager Challenges:\u003c\/strong\u003e This topic will illustrate the most common challenges that face branch managers in order for the learner to understand job expectations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. History of Your Financial Institution:\u003c\/strong\u003e This topic will provide a brief overview of the three facets of a financial institution that branch managers should be familiar with: experience, size, and future outlook.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Vision and Values:\u003c\/strong\u003e This topic will familiarize the learner with the importance of having a defined vision and values for the financial institution, which can include honesty and integrity, customer appreciation, and a commitment to the community.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Branch Manager Standards\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40892240232626,"sku":"BA-180","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260491891036,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260491923804,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-180BranchManagerStandardsCOVER.png?v=1633303088"},{"product_id":"branch-managers-and-business-development","title":"Branch Managers and Business Development","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Branch Managers and Business Development.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will discuss the “market focus” and how to analyze and segment a market. The learner will become acquainted with the process of setting goals, evaluating, adapting, and improving market value and wallet share. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Branch Managers and Business Development.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for managers, supervisors, team leaders, SME owners and professionals preparing for greater leadership responsibility.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will discuss the “market focus” and how to analyze and segment a market. The learner will become acquainted with the process of setting goals, evaluating, adapting, and improving market value and wallet share. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eMake business contacts and personalize messages.\u003c\/li\u003e\n\u003cli\u003eLeave appropriate voicemails when working with phone prospects.\u003c\/li\u003e\n\u003cli\u003eEvaluate and increase market share.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Market-Driven Focus:\u003c\/strong\u003e This topic will discuss the notion of \"market focus\" and the importance of, and steps toward becoming, a market-driven culture.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Analyzing \u0026amp; Segmenting Your Market:\u003c\/strong\u003e This topic will describe how to build brand equity, analyze situations, segment the market, and will discuss the criteria for market segmentation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Setting Goals:\u003c\/strong\u003e This topic will instruct the learner on the importance of goals, the necessity for flexibility and goals, and the use of the SMART model.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Evaluating \u0026amp; Adapting:\u003c\/strong\u003e This topic will explain how the market is assessed, the common tools for evaluation, and how to assess competition.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Improving Market Value \u0026amp; Wallet Share:\u003c\/strong\u003e This topic will introduce the learner to increasing market share, and will describe wallet share (SOW) as well as how to improve it by using their knowledge of different types of customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Work with the Phone Prospects:\u003c\/strong\u003e This topic will detail best practices for speaking to prospects on the phone, and will discuss leaving a voicemail, preparation, and impressions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Leaving a Voicemail:\u003c\/strong\u003e This topic will instruct the learner on how best to leave a voicemail, including tips for leaving clear, concise, short, and contextual messages.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Business Contacts Through Email:\u003c\/strong\u003e his topic will provide an explanation for making business contacts, and will discuss potential disadvantages of using email and how best to personalize messages.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/branch-managers-sales-skills\"\u003eBranch Managers Sales Skills\u003c\/a\u003e  |  \u003ca href=\"\/products\/communication-for-branch-managers\"\u003eCommunication for Branch Managers\u003c\/a\u003e  |  \u003ca href=\"\/products\/branch-managers-are-sales-leaders\"\u003eBranch Managers Are Sales Leaders\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Branch Managers and Business Development\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40892294267058,"sku":"BA-181","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504310108,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504342876,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-181BranchManagersandBusinessDevelopmentCOVER.png?v=1633303571"},{"product_id":"branch-managers-are-sales-leaders","title":"Branch Managers Are Sales Leaders","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Branch Managers Are Sales Leaders.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will examine the strengths and skills of a sales leader. The learner will begin to understand the importance of sales coaching and motivators. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eUnderstand the core principles and practical approaches covered in Branch Managers Are Sales Leaders.\u003c\/li\u003e\n\u003cli\u003eRecognise situations where those approaches can improve workplace decisions or performance.\u003c\/li\u003e\n\u003cli\u003eApply the course ideas more confidently in day-to-day professional situations.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for managers, supervisors, team leaders, SME owners and professionals preparing for greater leadership responsibility.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will examine the strengths and skills of a sales leader. The learner will begin to understand the importance of sales coaching and motivators. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eImplement various methods to motivate and encourage team members.\u003c\/li\u003e\n\u003cli\u003eCoach team members into improving sales outcomes and statistics.\u003c\/li\u003e\n\u003cli\u003eUtilize sales leader skills to the best of his\/her ability.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Strengths of a Sales Leader:\u003c\/strong\u003e This topic will differentiate a sales leader from a sales team member, and will evaluate his\/her role in guiding the entire sales team to achieving the financial institution's goals.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Sales Leader Skills:\u003c\/strong\u003e This topic will focus upon the necessity of certain skills that sales leaders must have in areas such as motivation, coaching, communicating, and leading.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Importance of Sales Coaching:\u003c\/strong\u003e This topic will discuss the best ways to ensure growth in sales through coaching sessions, and will also describe the different types of sales coaching methods that sales managers can use.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Coaching Success:\u003c\/strong\u003e This topic will explain why preparation is important to coaching success, and why reviewing sales outcome statistics, deciding upon roles, and establishing ultimate goals for each type of coaching session are important.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Motivators:\u003c\/strong\u003e This topic will discuss ways in which a sales leader can motivate the sales team, including descriptions of qualities of effective leaders and ways to sustain motivation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Understanding Motivation:\u003c\/strong\u003e This topic will question whether anyone is really \"self-motivated\", and discuss the dangers of pessimism and self-interest, as well as ways to introduce \"fresh\" motivation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Methods of Motivation:\u003c\/strong\u003e This topic will provide an overview of various factors in motivation, such as small motivational tools, training, employee satisfaction surveys, strong communication, and accentuating the positive.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/branch-managers-sales-skills\"\u003eBranch Managers Sales Skills\u003c\/a\u003e  |  \u003ca href=\"\/products\/communication-for-branch-managers\"\u003eCommunication for Branch Managers\u003c\/a\u003e  |  \u003ca href=\"\/products\/branch-managers-and-business-development\"\u003eBranch Managers and Business Development\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Branch Managers Are Sales Leaders\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40892356985010,"sku":"BA-182","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504375644,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504408412,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-182BranchManagersAreSalesLeadersCOVER.png?v=1633304070"},{"product_id":"branch-managers-sales-skills","title":"Branch Managers Sales Skills","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Branch Managers Sales Skills.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will consider the sales skills necessary for branch managers. The learner will examine the sales compass, including identifying the need, building the relationship, advancing the sale, and more. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eUnderstand the core principles and practical approaches covered in Branch Managers Sales Skills.\u003c\/li\u003e\n\u003cli\u003eRecognise situations where those approaches can improve workplace decisions or performance.\u003c\/li\u003e\n\u003cli\u003eApply the course ideas more confidently in day-to-day professional situations.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for managers, supervisors, team leaders, SME owners and professionals preparing for greater leadership responsibility.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will consider the sales skills necessary for branch managers. The learner will examine the sales compass, including identifying the need, building the relationship, advancing the sale, and more. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the need, build the relationship, and advance the sale.\u003c\/li\u003e\n\u003cli\u003eCustomize solutions, propose values, and overcome objections.\u003c\/li\u003e\n\u003cli\u003eClose the sale and provide quality service.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Selling is a Service:\u003c\/strong\u003e This topic will discuss sales and the branch manager, with points about cross-selling and why cross-selling is necessary to making sales.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Sales and the Branch Manager:\u003c\/strong\u003e This topic will describe the importance of sales to the financial institution, and will discuss the sales skills necessary for effective branch managers, such as keeping up-to-date on product information and maintaining a professional, selling environment.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. The Sales Compass:\u003c\/strong\u003e This topic will instruct the learner on the sales compass model, which describes the six-step process of selling products and services, including identifying the need, building the relationship, advancing the sale, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Identify the Need:\u003c\/strong\u003e This topic will familiarize the learner with identifying customer needs by seeing an opportunity for a sale and providing tips and techniques to cross-sell.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Build the Relationship:\u003c\/strong\u003e This topic will stress the importance of relationships by familiarizing the learner with the qualities of professionalism, sincerity, competence, and others.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Advance the Sale:\u003c\/strong\u003e This topic will provide the learner with strategies for advancing a sale, such as the funnel technique and educating the customer.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Customize Solutions:\u003c\/strong\u003e This topic will stress the importance of customizing solutions for customers by providing the learner with a process to follow, which includes restating the need, relating solutions to needs, and presenting solutions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Value Proposition:\u003c\/strong\u003e This topic will introduce the learner to value propositions, and will discuss how to create and develop them, and the benefits of using them.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Overcome Objections:\u003c\/strong\u003e This topic will familiarize the learner with handling objections through the use of the sales equation and by knowing the five categories of objections.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. Close the Sale:\u003c\/strong\u003e This topic will provide the learner with strategies for closing the sale, included in which are not overselling, knowing when to be silent, and ensuring a smooth close.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. Quality Service:\u003c\/strong\u003e This topic will explain how the guiding force of the sales process is exceptional service, and will instruct the learner on ways to continue with exceptional service, such as following up with a phone call, confirming satisfaction, and making oneself accessible.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/branch-managers-are-sales-leaders\"\u003eBranch Managers Are Sales Leaders\u003c\/a\u003e  |  \u003ca href=\"\/products\/communication-for-branch-managers\"\u003eCommunication for Branch Managers\u003c\/a\u003e  |  \u003ca href=\"\/products\/branch-managers-and-business-development\"\u003eBranch Managers and Business Development\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Branch Managers Sales Skills\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40892500672690,"sku":"BA-183","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504441180,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504473948,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-183BranchManagersSalesSkillsCOVER.png?v=1633304823"},{"product_id":"cash-handling","title":"Cash Handling","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Cash Handling.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to cash handling procedures. The course will familiarize the learner with the proper procedures for receiving and paying cash and for managing the cash drawer. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Cash Handling.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to cash handling procedures. The course will familiarize the learner with the proper procedures for receiving and paying cash and for managing the cash drawer. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eBest practices for ensuring accuracy when receiving cash from or paying cash to customers.\u003c\/li\u003e\n\u003cli\u003eAppropriate methods for setting up the cash drawer at the beginning of each shift.\u003c\/li\u003e\n\u003cli\u003eSafety guidelines for protecting the cash drawer.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Receiving Cash:\u003c\/strong\u003e This topic will educate the learner on best practices for receiving cash from customers, including tips on ensuring accuracy, verifying documentation, and completing the transaction.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Paying Cash:\u003c\/strong\u003e This topic will offer the learner the proper procedures for paying customers with cash, including procedures on counting and recounting coins and currency, and paying the customer.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Setting Up Your Cash Drawer:\u003c\/strong\u003e This topic will discuss the appropriate methods for setting up the cash drawer at the beginning of each shift, including information on proper maintenance and cash drawer contents.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Protecting Your Cash Drawer:\u003c\/strong\u003e This topic will explain the steps involved in protecting the cash drawer, including proper arrangement and safety guidelines.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/customer-handling-system\"\u003eCustomer Handling System\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Cash Handling\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40899343581362,"sku":"BA-184","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504506716,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504539484,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-184CashHandlingCOVER.png?v=1633305249"},{"product_id":"coin-and-currency","title":"Coin and Currency","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Coin and Currency.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide the learner with a comprehensive overview of the types of U.S coin and currency that s\/he will encounter when handling money on the job. The learner will be able to identify and understand the importance of the individual features that appear on U.S. coins and banknotes. After completing the program the learnerwill be better prepared to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Coin and Currency.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will provide the learner with a comprehensive overview of the types of U.S coin and currency that s\/he will encounter when handling money on the job. The learner will be able to identify and understand the importance of the individual features that appear on U.S. coins and banknotes. After completing the program the learnerwill be better prepared to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDetect damaged, mutilated and counterfeit coins and currency.\u003c\/li\u003e\n\u003cli\u003eFollow the appropriate procedures for handling currency at the organization.    \u003c\/li\u003e\n\u003cli\u003eUnderstand the security features of U.S. banknotes and recognize their importance in protecting the organization and its customers from money laundering and counterfeiting.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Coin and Currency:\u003c\/strong\u003e This topic will introduce the learner to different coins and notes, with points discussing the handling of damaged or mutilated coins or currency.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Counterfeit vs. Genuine:\u003c\/strong\u003e This topic will discuss the various features of U.S. coins and currency so that the learner may better detect a counterfeit.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. New Series Currency:\u003c\/strong\u003e This topic will educate the learner on the many and varied security features of the 1996-2003 series and the redesigned 2004 series, including watermarks, security threads, micro printing, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Handling Currency:\u003c\/strong\u003e This topic will outline appropriate steps for counting, strapping, and rolling coin and currency, and provide information on hygienic practices when handling currency.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Coin and Currency\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40899465281714,"sku":"BA-185","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504572252,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504605020,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-185CoinandCurrencyCOVER.png?v=1633305789"},{"product_id":"commercial-lending-basics","title":"Commercial Lending Fraud","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Commercial Lending Fraud.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to commercial lending fraud, including the various types of fraud, how to prevent lending fraud and the red flags to be aware of. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Commercial Lending Fraud.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.25hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to commercial lending fraud, including the various types of fraud, how to prevent lending fraud and the red flags to be aware of. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to differentiate between the various types of lending fraud.\u003c\/li\u003e\n\u003cli\u003eThe potential signs of fraud and how to prevent lending fraud.\u003c\/li\u003e\n\u003cli\u003eHow to review loan documents.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Overview of Lending Fraud:\u003c\/strong\u003e This topic will discuss the frequency and scope of lending fraud within the industry, with additional information discussing statistics and figures involving active areas.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Types of Lending Fraud:\u003c\/strong\u003e This topic will provide an overview of the different types of lending fraud and the red flags and preventative measures involved in each.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Preventing Lending Fraud:\u003c\/strong\u003e This topic will discuss lending fraud prevention tactics and methods, such as knowing the customer, watching for red flags, and checking for consistency.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Red Flags of Money Laundering:\u003c\/strong\u003e This topic will teach the learner about the warning signs that money laundering is occurring, such as avoiding reporting or recordkeeping or suspicious branch activities, so that the learner will be able to recognize red flags of money laundering.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Reviewing Loan Documents for Fraud:\u003c\/strong\u003e This topic will educate the learner on the process of reviewing loan documents, such as the Verification of Employment, paystubs, and Form W-2, for signs of fraud, with detailed examples of potential signs of fraud.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/commercial-lending-procedures\"\u003eCommercial Lending Basics\u003c\/a\u003e  |  \u003ca href=\"\/products\/commercial-lending-procedures-1\"\u003eCommercial Lending Procedures\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-fraud\"\u003eConsumer Lending Fraud\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Commercial Lending Fraud\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40899600515250,"sku":"BA-187","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504637788,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504670556,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-187CommercialLendingFraudCOVER.png?v=1633306443"},{"product_id":"commercial-lending-procedures","title":"Commercial Lending Basics","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Commercial Lending Basics.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to skills and standards necessary to be a successful commercial lender. The course will familiarize the learner 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. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Commercial Lending Basics.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2.25hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to skills and standards necessary to be a successful commercial lender. The course will familiarize the learner 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. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to maintain confidentiality as a commercial lender.\u003c\/li\u003e\n\u003cli\u003eHow to analyze financial information as it relates to commercial lending.\u003c\/li\u003e\n\u003cli\u003eThe various loan products offered to businesses.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Commercial Lending Skills:\u003c\/strong\u003e This topic will define \"commercial lending\", and offer information about important skills to succeeding as a commercial lender, such as product knowledge and sales ability.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Commercial Lending Standards:\u003c\/strong\u003e This topic will emphasize the importance of the commercial lender position, particularly in aspects such as attendance, professionalism, compliance, accuracy, and service in person or on the phone.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Handling Confidentiality:\u003c\/strong\u003e This topic will encourage the understanding of confidentiality as part of the professionalism of a commercial lender, with a focus on the security of customer and co-worker information.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Types of Businesses:\u003c\/strong\u003e This topic will explain the definition of a business, the various types of businesses, and their applications in the world.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Types of Commercial Loans:\u003c\/strong\u003e This topic will discuss the five types of commercial loans, including examples and real-world applications for commercial lenders.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Types of Collateral:\u003c\/strong\u003e This topic will detail the various types of collateral, including endorser, real estate, savings, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Collateral is Secondary:\u003c\/strong\u003e This topic will explain the four reasons that a financial institution is reluctant to repossess collateral, with further information about additional requirements and bankruptcy.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Financial Information Basics:\u003c\/strong\u003e This topic will introduce the learner to the process of analyzing financial information, including the examination of information provided on 1040s, personal statements, balance sheets, income statements, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Commercial Loan Products:\u003c\/strong\u003e This topic will expound upon additional loan products offered to businesses, such as working Lines of Credit, equipment financing, leases, and various loans, with examples for each.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/commercial-lending-basics\"\u003eCommercial Lending Fraud\u003c\/a\u003e  |  \u003ca href=\"\/products\/commercial-lending-procedures-1\"\u003eCommercial Lending Procedures\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-basics\"\u003eConsumer Lending Basics\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Commercial Lending Basics\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40899769925810,"sku":"BA-186","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504703324,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504736092,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-186CommercialLendingBasicsCOVER_0df785fa-3a72-4277-b79b-28d880558f71.png?v=1633306145"},{"product_id":"commercial-lending-procedures-1","title":"Commercial Lending Procedures","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Commercial Lending Procedures.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the extensive procedures involved in commercial lending. The learner will become familiar with application process and documentation, 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. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Commercial Lending Procedures.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 3hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the extensive procedures involved in commercial lending. The learner will become familiar with application process and documentation, 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. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe underwriting process.\u003c\/li\u003e\n\u003cli\u003eHow to analyze financial information.\u003c\/li\u003e\n\u003cli\u003eHow to finalize a loan.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Commercial Loan Applications:\u003c\/strong\u003e This topic will describe the first steps in the commercial loan application process, which include assessing the borrower's needs, taking the application, and providing all required disclosures.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Documentation:\u003c\/strong\u003e This topic will focus on explaining all of the documentation that is necessary in the application process, which includes the application itself, along with disclosures to the borrower and documents from the borrower.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Underwriting Guidelines:\u003c\/strong\u003e This topic will introduce the learner to the underwriting process and the underwriters' and processors' involvement in income verification requests, preliminary approvals, counteroffers, declines, and exceptions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Analyzing Financial Information:\u003c\/strong\u003e This topic will familiarize the learner with the process of analyzing financial information, including the analysis of information provided on 1040s, personal statements, balance sheets, income statements, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Tax Returns:\u003c\/strong\u003e This topic will examine the different businesses required to file for tax reporting purposes, such as sole proprietorships, D\/B\/As, and C-Corporations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. The 5 C's of Credit:\u003c\/strong\u003e This topic will provide the learner with an overview of the details, better known as the \"5 C's\", to consider when making a credit decision: character, cash flow, capacity, collateral, and conditions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Tools for Establishing the 5 C's of Credit:\u003c\/strong\u003e This topic will discuss the tools available to commercial lenders when evaluating the borrower's 5 C's of Credit: Credit bureaus and scoring, evaluations, and processes.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Credit Bureaus:\u003c\/strong\u003e This topic will evaluate the purpose and usefulness of credit bureau agencies to lenders when considering a borrower's acceptability.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Reading Credit Bureau Reports:\u003c\/strong\u003e This topic will deliver further material concerning credit bureau reports and the appraisal of such information, which includes the borrower's credit history, balance information, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. Business Bankruptcy:\u003c\/strong\u003e This topic will include an introduction to bankruptcy, and the two major types for which business file.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. Commercial Loan Decisions:\u003c\/strong\u003e This topic will focus on how different loan decisions are communicated to the borrower; the possible loan decisions are approval, counteroffer, or decline.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT12. Closing Documentation:\u003c\/strong\u003e This topic will explain the loan finalization process, with information on closing documents for every loan and situation.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/commercial-lending-procedures\"\u003eCommercial Lending Basics\u003c\/a\u003e  |  \u003ca href=\"\/products\/commercial-lending-basics\"\u003eCommercial Lending Fraud\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-procedures\"\u003eConsumer Lending Procedures\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Commercial Lending Procedures\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40900015259826,"sku":"BA-188","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504768860,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504801628,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-188CommercialLendingProceduresCOVER.png?v=1633306865"},{"product_id":"commercial-team-products-and-services","title":"Commercial Team Products and Services","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Commercial Team Products and Services.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide information about the products and services offered by commercial financial institutions. This course will also detail the purpose and positions within the Credit Department and Marketing Team. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Commercial Team Products and Services.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 0.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will provide information about the products and services offered by commercial financial institutions. This course will also detail the purpose and positions within the Credit Department and Marketing Team. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eUnderstand the function and purpose of the Credit Department.\u003c\/li\u003e\n\u003cli\u003eUnderstand the function and purpose of the Marketing Department.\u003c\/li\u003e\n\u003cli\u003eDifferentiate between products and services used by the business community.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Commercial Credit Department:\u003c\/strong\u003e This topic will describe the purpose of the Credit Department in evaluating and providing information regarding the financial institution's lending policies and performing the loan process functions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. The Commercial Marketing Team:\u003c\/strong\u003e This topic will describe the purpose of the Marketing Department in presenting products and services to the financial marketplace.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Commercial Products:\u003c\/strong\u003e This topic will discuss the types of commercial products and services most used by the business community.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/investment-products-and-services\"\u003eInvestment Products and Services\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Commercial Team Products and Services\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40900189552818,"sku":"BA-189","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504834396,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504867164,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-189CommercialTeamProductsandServicesCOVER.png?v=1633307110"},{"product_id":"communication-for-branch-managers","title":"Communication for Branch Managers","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Communication for Branch Managers.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will emphasize the importance of communication for branch managers. The learner will be able to utilize interpersonal skills to enhance face-to-face communication. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Communication for Branch Managers.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for managers, supervisors, team leaders, SME owners and professionals preparing for greater leadership responsibility.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will emphasize the importance of communication for branch managers. The learner will be able to utilize interpersonal skills to enhance face-to-face communication. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eEstablish rapport and communicate more adeptly.\u003c\/li\u003e\n\u003cli\u003eUnderstand the 12 aspects of relationships so as to evaluate and influence them.\u003c\/li\u003e\n\u003cli\u003eImplement interpersonal communication skills.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Importance of Communication:\u003c\/strong\u003e This topic will expound upon the fundamental use of communication, and its importance in the daily exchanges between branch managers and employees.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Interpersonal Skills:\u003c\/strong\u003e This topic will discuss the notion that there is more to communicating than just talking, and will delineate between \"senders\" and \"receivers\" in communication.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Face-to-Face Communication:\u003c\/strong\u003e This topic will explain the steps that must be followed in order to effectively communication with fellow employees in face-to-face situations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Perception and Communication:\u003c\/strong\u003e This topic will describe the elements which influence our perceptions, including the physical, environmental, and learned.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Communicate to Influence and Inspire:\u003c\/strong\u003e This topic will explore the concept of influencing people and situations from the point of contact with them.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Establishing Rapport:\u003c\/strong\u003e This topic will encourage the use of rapport in building strong, long-term relationships, and will explain the Four C's of Rapport and their use in creating a positive work environment.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. The LMX Theory:\u003c\/strong\u003e This topic will discuss the LMX theory, which classifies individuals with whom branch managers associate in and out groups, and will also discuss role-taking, role-making, and routinization.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. 12 Aspects of Relationships:\u003c\/strong\u003e This topic will evaluate how communication is affected, and will provide an explanation for the twelve facets of communication found in all interactions in any relationship, such as dominance, intimacy, and more.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/branch-managers-sales-skills\"\u003eBranch Managers Sales Skills\u003c\/a\u003e  |  \u003ca href=\"\/products\/branch-managers-and-business-development\"\u003eBranch Managers and Business Development\u003c\/a\u003e  |  \u003ca href=\"\/products\/branch-managers-are-sales-leaders\"\u003eBranch Managers Are Sales Leaders\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Communication for Branch Managers\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cstrong\u003eRelated eBSI learning pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-sme-academy\"\u003eeBSI SME Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/career-development\"\u003eCareer Development\u003c\/a\u003e\u003c\/p\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40900296048818,"sku":"BA-190","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504899932,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504932700,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-190CommunicationforBranchManagersCOVER.png?v=1633307522"},{"product_id":"consumer-lending-procedures","title":"Consumer Lending Procedures","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Consumer Lending Procedures.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the extensive procedures involved in consumer lending. The learner will become familiar with application process and documentation, home equity loan documentation, and liens on collateral, in addition to many other aspects. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Consumer Lending Procedures.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the extensive procedures involved in consumer lending. The learner will become familiar with application process and documentation, home equity loan documentation, and liens on collateral, in addition to many other aspects. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to quote rates to customers.\u003c\/li\u003e\n\u003cli\u003eThe pre-closing and closing processes.\u003c\/li\u003e\n\u003cli\u003eHow to communicate loan decisions to customers.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Consumer Lending Process:\u003c\/strong\u003e This topic will offer an introduction to the consumer lending process, with an overview of origination, preliminary decision, processing, notifications, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Rates:\u003c\/strong\u003e This topic will discuss the necessity of quoting rates, including a definition of rates, rate sheets, and the process of quoting rates to customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Consumer Loan Applications:\u003c\/strong\u003e This topic will describe the first steps in the consumer loan application process; steps include assessing the borrower's needs, taking the application, and providing all required disclosures.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Loan Documentation:\u003c\/strong\u003e This topic will focus on explaining all of the documentation that is necessary in the consumer loan application process, which includes the application itself, along with disclosures to the borrower and documents from the borrower.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Home Equity Loan Documentation:\u003c\/strong\u003e This topic will educate the learner on the various documents required for home equity loans, including property valuations, title search, releases, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Liens on Collateral:\u003c\/strong\u003e This topic will introduce the learner to the concept of \"collateral\", the two processes required to secure collateral, and examples, exceptions, and procedures for liens therein.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Underwriting Guidelines:\u003c\/strong\u003e This topic will introduce the learner to the underwriting process and the underwriters' and processors' involvement in income verification requests, preliminary approvals, counteroffers, declines, and exceptions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. The Closing Process:\u003c\/strong\u003e This topic with explain the pre-closing and closing processes, documentation review, customer communication, and closing and funding the loan.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Communicating Loan Decisions:\u003c\/strong\u003e This topic will educate the learner on acceptable practices for communicating loan decisions, which can be approval, counteroffer, or decline.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. Closing Documentation:\u003c\/strong\u003e This topic will explain the loan finalization process, with information on closing documents for every loan and situation.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/commercial-lending-procedures-1\"\u003eCommercial Lending Procedures\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-basics\"\u003eConsumer Lending Basics\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-fraud\"\u003eConsumer Lending Fraud\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Consumer Lending Procedures\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40907774066866,"sku":"BA-191","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260504965468,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260504998236,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-191ConsumerLendingProceduresCOVER.png?v=1633307915"},{"product_id":"consumer-driven-healthcare-plans-cdhps","title":"Consumer Driven Healthcare Plans (CDHPs)","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Consumer Driven Healthcare Plans (CDHPs).\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide an overview of Consumer Driven Healthcare Plans (CDHPs) and will detail the various types of plans that are offered. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Consumer Driven Healthcare Plans (CDHPs).\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003eSeat Time: 1hrs - Desc:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide an overview of Consumer Driven Healthcare Plans (CDHPs) and will detail the various types of plans that are offered. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow CDHPs function at the organization.\u003c\/li\u003e\n\u003cli\u003eHow national legislation affects CDHPs.\u003c\/li\u003e\n\u003cli\u003eThe four different types of CDHPs and how each is used.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eT1. Overview of CDHPs:\u003c\/strong\u003e This topic will define CDHPs for the learner and will familiarize him\/her with CDHP coverage and how the organization makes these plans available.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Types of CDHPs:\u003c\/strong\u003e This topic will familiarize the learner with the four types of CDHPs that are available to consumers and the specific details of each.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. CDHPs and the Organization:\u003c\/strong\u003e This topic will focus on how individuals and businesses benefit from CDHPs and the ways in which the organization reports CDHP enrollment.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Health Care Legislation:\u003c\/strong\u003e This topic will familiarize the learner with changes to legislation that have affected CDHPs and the specific requirements that such changes institute.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Consumer Driven Healthcare Plans (CDHPs)\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40907917197490,"sku":"BA-192","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505031004,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505063772,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-192ConsumerDrivenHealthcarePlans_CDHPs_COVER.png?v=1633308423"},{"product_id":"consumer-lending-basics","title":"Consumer Lending Basics","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Consumer Lending Basics.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the skills and standards necessary to be a successful consumer lender. This course will familiarize the learner 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. After...\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Consumer Lending Basics.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 3.25hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the skills and standards necessary to be a successful consumer lender. This course will familiarize the learner 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. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to handle information in a way that ensures confidentiality.\u003c\/li\u003e\n\u003cli\u003eHow credit scoring works.\u003c\/li\u003e\n\u003cli\u003eThe institution’s consumer lending culture.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. What Is Consumer Lending?:\u003c\/strong\u003e This topic will explain consumer lending, and will detail the types of borrowers that a lender may come across and the difference between consumer and commercial loans.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Types of Consumer Loans:\u003c\/strong\u003e This topic will detail the different types of loan products available to fulfill borrowers' needs, such as installment loans, lines of credit, single-payment loans, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Types of Applications:\u003c\/strong\u003e This topic will explain different types of applications that customers may use to apply for consumer credit, such as individual, joint, co-signer, and third-party pledger.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. The Bank's Consumer Lending Culture:\u003c\/strong\u003e This topic will introduce the learner to a financial institution's consumer lending culture, and will discuss products, the focus on customer needs, seamless process, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Consumer Lender Skills:\u003c\/strong\u003e This topic will discuss the skills necessary to succeed as a consumer lender, such as effective communication, attention to detail, sales ability, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Consumer Lender Standards:\u003c\/strong\u003e This topic will discuss the performance standards to which consumer lenders are held, such as professionalism, punctuality, customer service, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Handling Confidentiality:\u003c\/strong\u003e This topic will encourage the understanding of confidentiality as part of the professionalism of a commercial lender, with a focus on the security of customer and co-worker information.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. The Five C's of Credit:\u003c\/strong\u003e This topic will provide the learner with an overview of the details, better known as the \"5 C's\", to consider when making a credit decision: character, cash flow, capacity, collateral, and conditions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Establishing the Five C's:\u003c\/strong\u003e This topic will discuss the tools available to lenders when evaluating the borrower's 5 C's of Credit, such as credit bureaus and scoring, evaluations, and processes.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. Credit Bureaus:\u003c\/strong\u003e This topic will evaluate the purpose and usefulness of credit bureau agencies to lenders when considering a borrower's acceptability.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. Credit Bureau Reports:\u003c\/strong\u003e This topic will deliver further material concerning credit bureau reports and the appraisal of such information, which includes the borrower's credit history, balance information, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT12. Credit Scoring:\u003c\/strong\u003e This topic will describe how credit scoring works and the two primary uses for credit scores: qualifying new applicants and managing existing borrowers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT13. Lending Decisions:\u003c\/strong\u003e This topic will educate the learner on what lending decisions the financial institution may make, including approval, counteroffer, decline, or redecision.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/commercial-lending-procedures\"\u003eCommercial Lending Basics\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-fraud\"\u003eConsumer Lending Fraud\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-procedures\"\u003eConsumer Lending Procedures\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Consumer Lending Basics\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40907989844146,"sku":"BA-193","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505096540,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505129308,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-193ConsumerLendingBasicsCOVER.png?v=1633308789"},{"product_id":"consumer-lending-fraud","title":"Consumer Lending Fraud","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Consumer Lending Fraud.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to consumer lending fraud, including the various types of lending and mortgage fraud, how to prevent lending fraud and the red flags to be aware of. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Consumer Lending Fraud.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to consumer lending fraud, including the various types of lending and mortgage fraud, how to prevent lending fraud and the red flags to be aware of. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to differentiate between the various types of lending fraud.\u003c\/li\u003e\n\u003cli\u003eThe potential signs of fraud and how to prevent lending fraud.\u003c\/li\u003e\n\u003cli\u003eHow to review loan documents for fraud.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Overview of Lending Fraud:\u003c\/strong\u003e This topic will discuss the frequency and scope of lending fraud within the industry, with additional information discussing statistics and figures involving active areas.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Types of Lending Fraud:\u003c\/strong\u003e This topic will provide an overview of the different types of lending fraud and the red flags and preventative measures involved in each.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Types of Mortgage Fraud:\u003c\/strong\u003e This topic will discuss the different types of mortgage fraud, such as equity skimming, property flipping, and silent seconds, with examples of each, red flags, and tips for clients who are in compromised situations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Preventing Lending Fraud:\u003c\/strong\u003e This topic will discuss lending fraud prevention tactics and methods, such as knowing the customer, watching for red flags, and checking for consistency.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Red Flags of Money Laundering:\u003c\/strong\u003e This topic will teach the learner about the warning signs that money laundering is occurring, such as avoiding reporting or record-keeping or suspicious branch activities, so that the learner will be able to recognize red flags of money laundering.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Reviewing Loan Documentations For Fraud:\u003c\/strong\u003e This topic will educate the learner on the process of reviewing loan documents, such as the Verification of Employment, paystubs, and Form W-2, for signs of fraud, with detailed examples of potential signs of fraud.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/commercial-lending-basics\"\u003eCommercial Lending Fraud\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-basics\"\u003eConsumer Lending Basics\u003c\/a\u003e  |  \u003ca href=\"\/products\/consumer-lending-procedures\"\u003eConsumer Lending Procedures\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Consumer Lending Fraud\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40908148113586,"sku":"BA-194","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505162076,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505194844,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-194ConsumerLendingFraudCOVER.png?v=1633310043"},{"product_id":"cryptocurrencies","title":"Cryptocurrencies","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Cryptocurrencies.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will give you an overview of cryptocurrencies. It will introduce you to the basic concepts of cryptocurrencies and understand what is a cryptocurrency.\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Cryptocurrencies.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003e\u003cmeta charset=\"utf-8\"\u003e\n\u003cu data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eCourse Description\u003c\/strong\u003e\u003c\/u\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003eSeat Time: 1hrs \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will give you an overview of cryptocurrencies.  It will introduce you to the basic concepts of cryptocurrencies and understand what is a cryptocurrency.  \u003c\/p\u003e\n\u003cp\u003eThe course will describe the nature of cryptocurrency transactions.  it will look at how central banks are dealing with cryptocurrencies and explore the risks and benefits of using cryptocurrencies.\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1: Introduction to Cryptocurrencies:\u003c\/strong\u003e This topic will look at the definition of cryptocurrencies and their features.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2: Cryptocurrency Transactions: \u003c\/strong\u003eThis topic will look at the nature of cryptocurrency transactions and why they are becoming more and more popular.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3: Central Banks and Cryptocurrencies:\u003c\/strong\u003e This topic will explore the policies of central banks with regard to how to face the challenges presented by cryptocurrencies and how to regulate for them.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4: Risks of Cryptocurrencies:\u003c\/strong\u003e This topic will outline the risks involved in dealing with cryptocurrencies.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5: Benefits of Cryptocurrencies:\u003c\/strong\u003e This topic will look at the potential benefits of using cryptocurrencies.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Cryptocurrencies\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40908344066226,"sku":"BA-196","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260491956572,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260491989340,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-196CryptocurrenciesCOVER.png?v=1633378454"},{"product_id":"customer-care-for-csos","title":"Customer Care for CSOs","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Customer Care for CSOs.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to procedures for providing customers with ongoing, positive experiences. Some of the procedures that this course will outline include communication through listening, phrasing and probing; proper telephone usage, and the various types of customers who will be encountered. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Customer Care for CSOs.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 3hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to procedures for providing customers with ongoing, positive experiences. Some of the procedures that this course will outline include communication through listening, phrasing and probing; proper telephone usage, and the various types of customers who will be encountered. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe importance of giving and getting respect.\u003c\/li\u003e\n\u003cli\u003eHow to properly communicate complex information.\u003c\/li\u003e\n\u003cli\u003eHow to provide appropriate service to customers with disabilities.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Customer Experience Statements:\u003c\/strong\u003e This topic will teach the learner about keeping the customer's experience in mind and the characteristics that customers would want to see in employees.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Giving and Getting Respect:\u003c\/strong\u003e This topic will explain to the learner the concept of respect and how to best demonstrate respect so that s\/he is prepared to make a strong impression on customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Communication:\u003c\/strong\u003e This topic will examine various communication problems inhibiting the communication process, including information on encouraging teamwork and influencing others.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Listening:\u003c\/strong\u003e This topic will explain the importance of listening skills, and will detail the components of the LISTEN model for active listening skills, including leaning forward and identifying key points.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Phrasing:\u003c\/strong\u003e This topic will emphasize the notion that everything a person says communicates something, and will also provide best methods for communicating effectively and remembering the goal of communicating.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Probing:\u003c\/strong\u003e This topic will define probing and will familiarize the learner with detailed explanations for why probing is important to communication.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Probing Strategies:\u003c\/strong\u003e This topic will provide the learner with detailed strategies for probing, including the funneling technique.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Telephone Usage:\u003c\/strong\u003e This topic will discuss the customer experience particular to telephone usage, including how to be prepared and actively listen.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Unreasonable Customers:\u003c\/strong\u003e This topic will discuss how best to handle unreasonable customers by listening and thinking before responding, probing for understanding, presenting the information, and remaining professional.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. Service:\u003c\/strong\u003e This topic will discuss how to properly communicate complex information, including information on how to use SERVICE to verify and correct mistakes.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. Types of Customers:\u003c\/strong\u003e This topic will discuss the differences between youthful and senior members, and best practices on conducting business with each.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT12. Customers with Disabilities:\u003c\/strong\u003e This topic will discuss how best to give customers with special needs an ongoing, pleasant experience, and will describe, specifically, how to handle customers with vision, hearing, physical, and speech impairments.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Customer Care for CSOs\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40908424315058,"sku":"BA-197","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505227612,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505260380,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-197CustomerCareforCSOsCOVER.png?v=1633378984"},{"product_id":"customer-handling-system","title":"Customer Handling System","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Customer Handling System.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide an overview of best methods for greeting and communicating with customers. The learner will become familiar with the appropriate interaction strategies and techniques. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Customer Handling System.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003eSeat Time: 2hrs - Desc:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide an overview of best methods for greeting and communicating with customers. The learner will become familiar with the appropriate interaction strategies and techniques. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eListen, understand, and address customer needs.\u003c\/li\u003e\n\u003cli\u003eDetermine document accuracy and identify the customer.\u003c\/li\u003e\n\u003cli\u003eFinish the transaction and thank the customer.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Greet the Customer:\u003c\/strong\u003e This topic will describe the process of greeting customers to the financial institution, including tips for what not to do.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Observe Proper Procedure:\u003c\/strong\u003e This topic will introduce the learner to proper procedures for handling customer concerns and transactions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Listen and Understand Customer Needs:\u003c\/strong\u003e This topic will address the necessity of listening and understanding customer needs, with information on giving undivided attention and confirming understanding.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Determine Document Accuracy:\u003c\/strong\u003e This topic will educate the learner on the importance of determining document accuracy by developing good habits and educating the customer.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Get Ready to Process:\u003c\/strong\u003e This topic will provide an overview of techniques for getting ready to process transactions, including tips on tidiness, readiness, and professionalism.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Identify the Customer:\u003c\/strong\u003e This topic will detail the appropriate measures for identifying the customer, with a note to protect the financial institution and the customer from fraud.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Finish the Transaction:\u003c\/strong\u003e This topic will enumerate the ways in which a transaction is finished, including handling of the receipt and appropriate record placement.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Thank the Customer:\u003c\/strong\u003e This topic will ensure that the learner thanks the customer at the end of every transaction by detailing appropriate closing behaviors.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/cash-handling\"\u003eCash Handling\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Customer Handling System\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40908535791794,"sku":"BA-198","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505293148,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505325916,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-198CustomerHandlingSystemCOVER.png?v=1633379778"},{"product_id":"customer-service-officer-cso-basics","title":"Customer Service Officer CSO Basics","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Customer Service Officer CSO Basics.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will offer an overview of the duties and responsibilities of the Customer Service Officer (CSO). This course will also introduce the learner to aspects of confidentiality and professionalism, which should be adhered to at all times. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Customer Service Officer CSO Basics.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will offer an overview of the duties and responsibilities of the Customer Service Officer (CSO). This course will also introduce the learner to aspects of confidentiality and professionalism, which should be adhered to at all times. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003ePerform the appropriate tasks and duties of the Customer Service Officer.\u003c\/li\u003e\n\u003cli\u003eAct appropriately and professionally as a representation of the financial institution to the customer.\u003c\/li\u003e\n\u003cli\u003eUnderstand and use cross-selling procedures and strategies to further customer relationships with the financial institution.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Job of the CSO:\u003c\/strong\u003e This topic will introduce the learner to the role of the Customer Service Officer (CSO) and the essential role the CSO plays as the face of the financial institution.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. CSO Skills and Standards:\u003c\/strong\u003e This topic will encourage the learner to consider the skills required for successful Customer Service Officers (CSOs), such as effective communication and attention to detail.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. CSO Function:\u003c\/strong\u003e This topic will explain the important function of the Customer Service Officer (CSO) in handling the personal and financial information about customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Professionalism:\u003c\/strong\u003e This topic will stress the importance of remaining professional at the organization and will provide the learner with several steps to take to become the consummate professional.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Working Efficiently:\u003c\/strong\u003e This topic will stress the importance of developing and maintaining efficient work habits by providing the learner with tips for getting organized.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. CSOs and Cross-Selling:\u003c\/strong\u003e This topic will define cross-selling and will provide the learner with examples of customer situations to be aware of in order to make cross-selling easy and efficient.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. CSOs and Working with Numbers:\u003c\/strong\u003e This topic will stress the importance of being able to efficiently and accurately work with numbers as a CSO and will provide the learner with tips for how to handle numbers and calculate the different types of interest.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Customer Service Officer CSO Basics\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40908898402482,"sku":"BA-199","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505358684,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505391452,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-199CustomerServiceOfficerCSOBasicsCOVER.png?v=1633380005"},{"product_id":"economic-indicators","title":"Economic Indicators","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Economic Indicators.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the process of credit analysis. This course will familiarize learners with macroeconomics, in addition to economic, general business, and micros cycles and industry, business and product life cycles. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Economic Indicators.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the process of credit analysis. This course will familiarize learners with macroeconomics, in addition to economic, general business, and micros cycles and industry, business and product life cycles. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe five competitive forces in industry.\u003c\/li\u003e\n\u003cli\u003eHow to develop a company overview.\u003c\/li\u003e\n\u003cli\u003eThe accounting cycle.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli\u003eHow to make financial projections.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Macroeconomics:\u003c\/strong\u003e This topic will define macroeconomics as focusing on Gross Domestic Product, unemployment, and inflation, and will also cover forecasting, analysis, and addressing unemployment and inflation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Industry Competitive Forces:\u003c\/strong\u003e This topic will discuss the five competitive forces in industry, bargaining power, customers and suppliers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Economic Cycles:\u003c\/strong\u003e This topic will explain economic, or business, cycles, including the three important questions that lenders should ask to understand the implications of economic cycles.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Industry Life Cycles:\u003c\/strong\u003e This topic will explain the industry life cycle and its traditional stages: introductory, growth, mature, and decline, as well as the events that occur in each stage.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. General Business Cycles:\u003c\/strong\u003e This topic will explain the stages of the general business cycle, which are early expansion, late expansion, early contraction, and late contraction, and will discuss the events that occur in each stage.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Business Life Cycle:\u003c\/strong\u003e This topic will explain the business life cycle and its stages: introductory, growth, mature, and decline, as well as the events that occur in each stage.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Product Life Cycle:\u003c\/strong\u003e This topic will explain the product life cycle, and will discuss elasticity and implications of industry and product life cycles.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Micro Cycles:\u003c\/strong\u003e This topic will explain other business cycles, such as operating, seasonal, and asset acquisition, and will explain to which types of companies and businesses that these cycles refer.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Developing a Company Overview:\u003c\/strong\u003e This topic will explain how to properly understand a company's success and risk by creating an overview to aid in judgments, and will detail elements of a company overview and other information.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. The Accounting Cycle:\u003c\/strong\u003e This topic will explain the accounting cycle and the steps which it consists of, while detailing the events that occur in each step.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Economic Indicators\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40915501908146,"sku":"BA-200","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260492022108,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260492054876,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-200EconomicIndicatorsCOVER.png?v=1633380967"},{"product_id":"flexible-spending-accounts-fsas","title":"Flexible Spending Accounts FSAs","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Flexible Spending Accounts FSAs.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide the learner with an introduction to Flexible Spending Accounts (FSAs) and will detail the specific types of FSAs that are available to individuals. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Flexible Spending Accounts FSAs.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will provide the learner with an introduction to Flexible Spending Accounts (FSAs) and will detail the specific types of FSAs that are available to individuals. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat the advantages of FSAs are for individuals and employees.\u003c\/li\u003e\n\u003cli\u003eHow FSA contributions work.\u003c\/li\u003e\n\u003cli\u003eHow FSA distributions are made.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Introduction to FSAs:\u003c\/strong\u003e This topic will introduce the learner to Flexible Spending Accounts (FSAs) by defining the term and explaining the advantages of FSAs for employees and how they may enroll.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Types of FSAs:\u003c\/strong\u003e This topic will familiarize the learner with the three types of FSAs, Medical Expense, Dependent Care, and Other.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. FSA Contributions:\u003c\/strong\u003e This topic will familiarize the learner with aspects of FSA contributions, such as excess contributions, grace periods, and cafeteria plans.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. FSA Distributions:\u003c\/strong\u003e This topic will familiarize the learner with qualified distributions and medical expenses and limitations that are placed on FSA distributions.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Flexible Spending Accounts FSAs\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40915603292338,"sku":"BA-201","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505424220,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505456988,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-201FlexibleSpendingAccountsFSAsCOVER.png?v=1633381672"},{"product_id":"health-reimbursement-arrangements-hras","title":"Health Reimbursement Arrangements (HRAs)","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Health Reimbursement Arrangements (HRAs).\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide the learner with an introduction to Health Reimbursement Arrangements (HRAs) and the ways in which they function. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Health Reimbursement Arrangements (HRAs).\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003eSeat Time: 0.75hrs - Desc:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide the learner with an introduction to Health Reimbursement Arrangements (HRAs) and the ways in which they function. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow HRA contributions work.\u003c\/li\u003e\n\u003cli\u003eHow HRA distributions are made.\u003c\/li\u003e\n\u003cli\u003eWhat the advantages of HRAs are for individuals and employees.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eT1. Introduction to HRAs:\u003c\/strong\u003e This topic will define Health Reimbursement Arrangements (HRAs) for the learner and will explain the advantages and limitations of HRAs for individuals and employers.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. HRA Contributions:\u003c\/strong\u003e This topic will familiarize the learner with HRA contributions and the ways in which HRAs work with FSAs and their limitations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. HRA Disbursements:\u003c\/strong\u003e This topic will familiarize the learner with HRA distribution policy and how qualified medical expenses are determined.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Health Reimbursement Arrangements (HRAs)\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40915717357746,"sku":"BA-202","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505489756,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505522524,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-202HealthReimbursementArrangements_HRAs_COVER.png?v=1633382019"},{"product_id":"health-savings-accounts-hsas","title":"Health Savings Accounts (HSAs)","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Health Savings Accounts (HSAs).\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course provides information about Health Savings Accounts (HSAs), including information for eligibility. The learner will also be able to differentiate between requirements for contributions and distributions. Upon completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Health Savings Accounts (HSAs).\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003eSeat Time: 1.25hrs - Desc:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThis course provides information about Health Savings Accounts (HSAs), including information for eligibility. The learner will also be able to differentiate between requirements for contributions and distributions. Upon completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eUnderstand the difference between HSAs and MSAs.\u003c\/li\u003e\n\u003cli\u003eAdhere to contribution and distribution policies where HSAs are concerned.\u003c\/li\u003e\n\u003cli\u003eUphold eligibility requirements for use of HSAs.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eT1. Introduction to HSAs:\u003c\/strong\u003e This topic will define Health Savings Accounts (HSAs) for the learner and will explain the advantages of HSAs for both individuals and employers.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. HSA Eligibility:\u003c\/strong\u003e This topic will familiarize the learner with HSA participation by explaining HSA eligibility and ineligibility and the role of a custodian or trustee in HSA implementation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. HSA Contributions:\u003c\/strong\u003e This topic will familiarize the learner with the ways in which HSA contributions can be made and focuses on employee and employer contributions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. HSA Distributions:\u003c\/strong\u003e This topic will familiarize the learner with qualified HSA distributions, such as medical distributions, and also discusses tax savings and how rollovers work for HSAs.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Medical Savings Accounts (MSAs):\u003c\/strong\u003e This topic will introduce the learner to Medical Savings Accounts (MSAs) by defining the term and and familiarizing the learner with record keeping requirements and how qualified medical expenses are determined.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Health Savings Accounts (HSAs)\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40916171686066,"sku":"BA-203","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505555292,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505588060,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-203HealthSavingsAccounts_HSAs_COVER.png?v=1633382587"},{"product_id":"identifying-customers","title":"Identifying Customers","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Identifying Customers.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will include information on identifying customers when transactions. This course will also emphasize the importance of protecting the institution and its assets by preventing identity theft and other types of fraud. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Identifying Customers.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003eSeat Time: 1.25hrs - Desc:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will include information on identifying customers when transactions. This course will also emphasize the importance of protecting the institution and its assets by preventing identity theft and other types of fraud. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAppropriately and thoroughly identify customers\u003c\/li\u003e\n\u003cli\u003eExamine signatures and utilize signature cards\u003c\/li\u003e\n\u003cli\u003eDifferentiate between primary and secondary forms of identification\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Identifying A Customer:\u003c\/strong\u003e This topic will define customer identification and will introduce the learner to the basics of customer identification, such as asking for identification, knowing what identifies a customer, and how to examine identification.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Examining Signatures:\u003c\/strong\u003e This topic will familiarize the learner with examining signatures by specifying which elements a signature should be examined for, such as shape, spacing, and size.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Signature Cards:\u003c\/strong\u003e This topic will define signature cards and will educate the learner as to what is on a signature card and how to use them.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Primary Identification:\u003c\/strong\u003e This topic will define primary identification by providing the learner with explanations of the most common forms of primary identification, such as a driver’s license, a State ID, and a passport, and how to examine these forms of identification.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Secondary Identification:\u003c\/strong\u003e This topic will define secondary identification by providing the learner with explanations of the most common forms of secondary identification, such as a valid major credit card, a current student ID, and a thumbprint signature, and how to examine these forms of identification.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Identifying Customers\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40916299153586,"sku":"BA-204","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505620828,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505653596,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-204IdentifyingCustomersCOVER.png?v=1633382999"},{"product_id":"intermediate-collections","title":"Intermediate Collections","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Intermediate Collections.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the important features comprising intermediate collections. It will detail the credit cycle, effective portfolio management, and useful negotiation and conflict resolution strategies. Upon successful completion of the course, the learner will have a better understanding of the following:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Intermediate Collections.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the important features comprising intermediate collections. It will detail the credit cycle, effective portfolio management, and useful negotiation and conflict resolution strategies. Upon successful completion of the course, the learner will have a better understanding of the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCollections Planning Tools\u003c\/li\u003e\n\u003cli\u003eBad Debt Warning Signals\u003c\/li\u003e\n\u003cli\u003eBest Practices\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Phases of the Credit Cycle:\u003c\/strong\u003e This topic will introduce the learner to internal collections functions, categories of borrowers, phases of the credit cycle, product planning, and credit acquisition.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Portfolio Indicators:\u003c\/strong\u003e This topic will introduce the learner to portfolio indicators, credit reporting, and the Debt to Burden Ratio (DBR).\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Collections Planning Tools:\u003c\/strong\u003e This topic will introduce the learner to the various channels of communication available to the Collections Department, guidelines for dealing with delinquent customers, creating collections letters, and outsourcing.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Negotiation and Conflict Resolution:\u003c\/strong\u003e This topic will introduce the learner to effective negotiation skills, the differences between negotiating and bargaining, standards for dealing with customers, interpersonal skills, and collections terms and theories.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Bad Debt Warning Signals:\u003c\/strong\u003e This topic will introduce the learner to insolvency, the many forms of fraud, identity theft, red flags of identity theft, and application misrepresentation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Collections Best Practices:\u003c\/strong\u003e This topic will introduce the learner to proactive strategies for preventing customer from defaulting, recouping losses, write-offs, providing quality customer service, sub-prime loans, and multichannel communication.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/introduction-to-collections\"\u003eIntroduction to Collections\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Intermediate Collections\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40916365082802,"sku":"BA-205","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505686364,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505719132,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-205IntermediateCollectionsCOVER.png?v=1633383124"},{"product_id":"interpreting-financial-reports-accounts","title":"Interpreting Financial Reports Accounts","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Interpreting Financial Reports Accounts.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to financial statements to better his\/her understanding of the process of auditing and methods of accounting. Additionally, the course will teach the learner about the various types of accepted accounting methods used by companies, the methods of inventory valuation, and the decision to lease or own so the learner is prepared to determine accounting decisions. After...\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Interpreting Financial Reports Accounts.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to financial statements to better his\/her understanding of the process of auditing and methods of accounting. Additionally, the course will teach the learner about the various types of accepted accounting methods used by companies, the methods of inventory valuation, and the decision to lease or own so the learner is prepared to determine accounting decisions. After completing this program, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eInterpreting balance sheets.\u003c\/li\u003e\n\u003cli\u003eDetermining asset quality.\u003c\/li\u003e\n\u003cli\u003eIncome statements and their importance in determining a company's creditworthiness.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Interpreting Financial Statements:\u003c\/strong\u003e This topic will provide the learner with an introduction to financial statements so that the learner understands the process of auditing and methods of accounting.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Accounting Choices:\u003c\/strong\u003e This topic will teach the learner about the various types of accepted accounting methods used by companies, the methods of inventory valuation, and the decision to lease or own, so that the learner is best prepared to make accounting decisions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Interpreting Balance Sheets:\u003c\/strong\u003e This topic will instruct the learner about the kinds of assets, determining asset quality, and accounts receivable, so that the learner will better understand how to interpret balance sheets.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Interpreting Income Statements:\u003c\/strong\u003e This topic will teach the learner about income statements, an aspect of financial reporting that is essential to determining a company's creditworthiness.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Interpreting Financial Reports Accounts\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40921478856882,"sku":"BA-206","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505751900,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505784668,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-206InterpretingFinancialReportsAccountsCOVER.png?v=1633384206"},{"product_id":"introduction-to-collections","title":"Introduction to Collections","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Introduction to Collections.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the important features comprising intermediate collections. It will detail the credit cycle, effective portfolio management, and useful negotiation and conflict resolution strategies. Upon successful completion of the course, the learner will have a better understanding of the following:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Introduction to Collections.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the important features comprising intermediate collections. It will detail the credit cycle, effective portfolio management, and useful negotiation and conflict resolution strategies. Upon successful completion of the course, the learner will have a better understanding of the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCollections Planning Tools\u003c\/li\u003e\n\u003cli\u003eBad Debt Warning Signals\u003c\/li\u003e\n\u003cli\u003eBest Practices\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Phases of the Credit Cycle:\u003c\/strong\u003e This topic will introduce the learner to internal collections functions, categories of borrowers, phases of the credit cycle, product planning, and credit acquisition.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Portfolio Indicators:\u003c\/strong\u003e This topic will introduce the learner to portfolio indicators, credit reporting, and the Debt to Burden Ratio (DBR).\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Collections Planning Tools:\u003c\/strong\u003e This topic will introduce the learner to the various channels of communication available to the Collections Department, guidelines for dealing with delinquent customers, creating collections letters, and outsourcing.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Negotiation and Conflict Resolution:\u003c\/strong\u003e This topic will introduce the learner to effective negotiation skills, the differences between negotiating and bargaining, standards for dealing with customers, interpersonal skills, and collections terms and theories.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Bad Debt Warning Signals:\u003c\/strong\u003e This topic will introduce the learner to insolvency, the many forms of fraud, identity theft, red flags of identity theft, and application misrepresentation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Collections Best Practices:\u003c\/strong\u003e This topic will introduce the learner to proactive strategies for preventing customer from defaulting, recouping losses, write-offs, providing quality customer service, sub-prime loans, and multichannel communication.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/intermediate-collections\"\u003eIntermediate Collections\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Introduction to Collections\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40921598787762,"sku":"BA-207","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505817436,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505850204,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-207IntroductiontoCollectionsCOVER.png?v=1633384810"},{"product_id":"investment-products-and-services","title":"Investment Products and Services","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Investment Products and Services.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Investment Products and Services.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2.25hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAnalyze customer cues and verbalized requests for different categories of investment products.\u003c\/li\u003e\n\u003cli\u003eUnderstand the use and purpose of investment strategies and products, and tailor products to suit customer needs.\u003c\/li\u003e\n\u003cli\u003eDifferentiate between plans, products, and other investments.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Investment Products:\u003c\/strong\u003e This topic will provide a general overview of investment products offered by most financial institutions to customers concerned with diversifying portfolios to generate more favorable returns.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Investment Funds:\u003c\/strong\u003e This topic will educate the learner on the types of investment funds offered by financial institutions to customers to grow money over a period of time.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Commodities:\u003c\/strong\u003e This topic will educate the learner on the types of investment funds offered by financial institutions to customers to grow money over a period of time.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Trusts:\u003c\/strong\u003e This topic will detail the legal arrangements between parties for the benefit of beneficiaries, and the types offered by financial institutions as a means of investment.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Insurance:\u003c\/strong\u003e This topic will describe insurance, and discuss reasons for purchasing insurance as well as typical insurance services.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Estate Planning:\u003c\/strong\u003e This topic will introduce the learner to estate planning: the process of establishing a legal arrangement whereby owned property is designated to another individual.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Retirement:\u003c\/strong\u003e This topic will familiarize the learner with the significance of investment-based retirement planning and the different types of Individual Retirement Accounts available to customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Alternative Investments:\u003c\/strong\u003e This topic will offer the learner a discussion of alternative investments which are not one of the three traditional asset types; these include hedge funds, managed futures, private equity, and real estate\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Investment Services:\u003c\/strong\u003e This topic will provide an overview of the various services offered by the institution to enhance portfolios and increase account holder satisfaction\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/commercial-team-products-and-services\"\u003eCommercial Team Products and Services\u003c\/a\u003e  |  \u003ca href=\"\/products\/bank-products\"\u003eBank Products\u003c\/a\u003e  |  \u003ca href=\"\/products\/overview-of-treasury-products-part-i\"\u003eOverview of Treasury Products Part I\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Investment Products and Services\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40921905365170,"sku":"BA-209","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505882972,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505915740,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-209InvestmentProductsandServicesCOVER.png?v=1633385354"},{"product_id":"iras","title":"IRAs","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in IRAs.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will include information on the history and development of Individual Retirement Accounts (IRAs). This course will provide a brief overview of the various types of IRAs that exist, and will provide a list of frequently asked questions that the learner should be able to answer. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in IRAs.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will include information on the history and development of Individual Retirement Accounts (IRAs). This course will provide a brief overview of the various types of IRAs that exist, and will provide a list of frequently asked questions that the learner should be able to answer. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAnswer any questions that customers may have concerning IRAs.\u003c\/li\u003e\n\u003cli\u003eUnderstand how the IRAs have been shaped by previous legislation.\u003c\/li\u003e\n\u003cli\u003eUse different reports to fulfill reporting requirements to the IRS.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Introduction to IRAs:\u003c\/strong\u003e This topic will provide a brief overview of some common Individual Retirement Accounts (IRAs) available to customers, with a look at their distribution and contribution requirements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. History of IRAs:\u003c\/strong\u003e This topic will outline the history of IRAs by identifying key pieces of legislation which have shaped the IRA of today.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Frequently Asked Questions:\u003c\/strong\u003e This course will analyze key questions that customers frequently have concerning IRAs, and will provide appropriate answers for each.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. IRA Reporting:\u003c\/strong\u003e This topic will discuss important reporting requirements that affect the learner, the customer, and the financial institution as a whole.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; IRAs\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40922146570418,"sku":"BA-210","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505948508,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505981276,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-210IRAsCOVER.png?v=1633385602"},{"product_id":"model-analysis","title":"Model Analysis","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Model Analysis.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to an overview of the types of risk in a financial model that the learner might encounter. Additionally, the course will teach the learner about how sensitivity analysis (SA) is used so that the learner understands the interactions between SA and model testing and single and multi-way SA. Upon successful completion of the course, the learner will have a strong understanding of:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Model Analysis.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.25hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to an overview of the types of risk in a financial model that the learner might encounter. Additionally, the course will teach the learner about how sensitivity analysis (SA) is used so that the learner understands the interactions between SA and model testing and single and multi-way SA. Upon successful completion of the course, the learner will have a strong understanding of:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe Monte Carlo simulation.\u003c\/li\u003e\n\u003cli\u003eScenario analysis.\u003c\/li\u003e\n\u003cli\u003eLinear Programming.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Uncertainty and Risk:\u003c\/strong\u003e This topic will provide the learner with an overview of the types of risk in a financial model that the learner might encounter as well as addresses balancing the financial model.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Sensitivity Analysis:\u003c\/strong\u003e This topic will teach the learner about how sensitivity analysis (SA) is used so that the learner understands the interactions between SA and model testing and single and multi-way SA.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Monte Carlo Scenario:\u003c\/strong\u003e This topic will teach the learner about the Monte Carlo simulation, including how it works, the types of distribution involved, and the advantages that the Monte Carlo simulation has over deterministic estimates.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Scenario Analysis:\u003c\/strong\u003e This topic will introduce the learner to the concept of scenario analysis, addressing how scenario analysis works and the components and benefits of performing a scenario analysis so the learner understands how scenario analysis will be applied on the job.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Linear and Goal Programming:\u003c\/strong\u003e This topic will instruct the learner on LP, or Linear Programming, so that the learner understands how LP works and the methods, such as the simplex method, which solve linear programs.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/model-creation\"\u003eModel Creation\u003c\/a\u003e  |  \u003ca href=\"\/products\/aspects-of-a-financial-model\"\u003eAspects of a Financial Model\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Model Analysis\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40940515426482,"sku":"BA-211","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260492087644,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260492120412,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-211ModelAnalysisCOVER.png?v=1633385838"},{"product_id":"model-creation","title":"Model Creation","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Model Creation.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to model building, including the essential components of a financial model and the components of the model layout. The course will also provide the learner with suggestions on how to create a good spreadsheet that is functional and simple to read using the best tools available. After completing this program the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Model Creation.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to model building, including the essential components of a financial model and the components of the model layout. The course will also provide the learner with suggestions on how to create a good spreadsheet that is functional and simple to read using the best tools available. After completing this program the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCommon mistakes and errors that can occur in financial models.\u003c\/li\u003e\n\u003cli\u003eSteps financial managers can take to ensure mistakes do not happen.\u003c\/li\u003e\n\u003cli\u003eHow models can be tied to the institution’s mission and values and used as a guide to better its future.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Modeling Discipline:\u003c\/strong\u003e This topic will provide the learner with an overview of model building, including the essential components of a financial model and the components of the model layout, so s\/he is prepared to apply it to his\/her role at the institution.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Model Aesthetics:\u003c\/strong\u003e This topic will offer the learner suggestions on how to create a good spreadsheet that is functional and simple to read.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Common Errors:\u003c\/strong\u003e This topic will teach the learner about the common mistakes and errors that can occur in financial models, as well as steps financial managers can take to ensure that mistakes do not happen.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Future Use:\u003c\/strong\u003e This topic will teach the learner about how models can be tied to the institution's mission and values and used as a guide to better its future.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/model-analysis\"\u003eModel Analysis\u003c\/a\u003e  |  \u003ca href=\"\/products\/aspects-of-a-financial-model\"\u003eAspects of a Financial Model\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Model Creation\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40940590006450,"sku":"BA-212","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260506014044,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260506046812,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-212ModelCreationCOVER.png?v=1633386076"},{"product_id":"overview-of-business-continuity","title":"Overview of Business Continuity","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Overview of Business Continuity.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the concept of business continuity. The learner will be shown the necessity of planning for a disaster or other interruption to normal operations and will be given instruction on how to create a Business Continuity Plan (BCP). After completing this program, the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Overview of Business Continuity.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the concept of business continuity. The learner will be shown the necessity of planning for a disaster or other interruption to normal operations and will be given instruction on how to create a Business Continuity Plan (BCP). After completing this program, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eReasons to create a BCP.\u003c\/li\u003e\n\u003cli\u003ePotential disasters and interruptions that could hinder business operations.\u003c\/li\u003e\n\u003cli\u003eSteps to take to plan for continuity.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Business Continuity:\u003c\/strong\u003e This topic will introduce the learner to the concept of business continuity and define the way that catastrophic events and disaster recovery impact a business's continuity ability.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Planning:\u003c\/strong\u003e This topic will teach the learner about the best ways to plan a Business Continuity Plan (BCP) by describing the importance of the BCP, the consequences of having no BCP, and the best way to prepare and plan for a disaster or hindrance of business operations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Changing Assumptions:\u003c\/strong\u003e This topic will discuss for the learner the way that BCPs have changed over time to react to evolving world events and new business models as well as introduce the corporate contingency planning steps.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Purpose and Scope of the BCP:\u003c\/strong\u003e This topic will familiarize the learner with the purpose of creating a successful BCP which achieves its objectives as well as considers potential situations that would require a BCP.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Key Business Elements:\u003c\/strong\u003e This topic will introduce the learner to the need for a BCP to span across departments and consider the needs of the financial institution by describing the performance metrics that are essential to evaluate the key elements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Creating a Business BCP:\u003c\/strong\u003e This topic will describe for the learner in depth the steps of planning the BCP by detailing the actions necessary at each stage.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Business Continuity Management:\u003c\/strong\u003e This topic will introduce the learner to the management discipline, business continuity management, and the role that it plays in risk reduction through the implementation of an effective crisis management approach.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Overview of Business Continuity\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40940668911794,"sku":"BA-213","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260506079580,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260506112348,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-213OverviewofBusinessContinuityCOVER.png?v=1633386666"},{"product_id":"overview-of-treasury-products-part-i","title":"Overview of Treasury Products Part I","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Overview of Treasury Products Part I.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the principles of treasury products and services available to customers. Additionally, the course will detail market derivatives and their importance as tradable financial instruments. Upon successful completion of the course, the learner will have a strong understanding of the following concepts:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Overview of Treasury Products Part I.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the principles of treasury products and services available to customers. Additionally, the course will detail market derivatives and their importance as tradable financial instruments. Upon successful completion of the course, the learner will have a strong understanding of the following concepts:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eStructured swaps.\u003c\/li\u003e\n\u003cli\u003eOTC equity options.\u003c\/li\u003e\n\u003cli\u003eDerivatives pricing.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Treasury Products and Services:\u003c\/strong\u003e This topic will introduce the learner to treasury products and services available to customers, including structured swaps, equity linked notes, OTC equity options, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Derivatives Markets:\u003c\/strong\u003e This topic will explain derivatives markets and their importance as tradable financial instruments, and will also detail the different types that exist.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Money Markets:\u003c\/strong\u003e This topic will describe money markets as a means for short-term borrowing and lending, and will list participants and products therein.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Foreign ExchangeMarkets:\u003c\/strong\u003e This topic will describe Foreign Exchange markets and their importance in high-volume trading around the world, with details on exchange rates, purpose, and participants.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Structuring and Financial Engineering:\u003c\/strong\u003e This topic will instruct the learner on financial engineering, the use of financial instruments to structure or rearrange cash flows, and will detail tools, instruments, and debt structures.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Pricing and Trade Execution:\u003c\/strong\u003e This topic will discuss derivatives pricing, and will detail implications, hedging, and markets in which to execute trades.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/overview-of-treasury-products-part-ii\"\u003eOverview of Treasury Products Part II\u003c\/a\u003e  |  \u003ca href=\"\/products\/bank-products\"\u003eBank Products\u003c\/a\u003e  |  \u003ca href=\"\/products\/basic-treasury-management\"\u003eBasic Treasury Management\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Overview of Treasury Products Part I\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40940729106610,"sku":"BA-214","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260492153180,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260492185948,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-214OverviewofTreasuryProductsPartICOVER.png?v=1633387387"},{"product_id":"overview-of-treasury-products-part-ii","title":"Overview of Treasury Products Part II","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Overview of Treasury Products Part II.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the principles of structured swaps and describe other OTC instruments, such as interest rate swaps and fixed-for-floating interest rate swaps. Additionally, the course will explore cross-currency swaps, exchange rates, and combining swaps. After completing the program, the learner will have a solid understanding of:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Overview of Treasury Products Part II.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 3.25hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the principles of structured swaps and describe other OTC instruments, such as interest rate swaps and fixed-for-floating interest rate swaps. Additionally, the course will explore cross-currency swaps, exchange rates, and combining swaps. After completing the program, the learner will have a solid understanding of:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eOptions for purchasing and selling currency.\u003c\/li\u003e\n\u003cli\u003eCommodity structures.\u003c\/li\u003e\n\u003cli\u003eIndex trackers.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Structured Swaps:\u003c\/strong\u003e This topic will describe structured swaps, give examples, and describe other OTC instruments such as interest rate swaps and fixed-for-floating interest rate swaps.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Cross Currency Swaps:\u003c\/strong\u003e This topic will explore cross-currency swaps, and will delve into foreign exchange rates and combining swaps.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Structured FX Options:\u003c\/strong\u003e This topic will discuss the Foreign Exchange or currency option, and will describe the market and other options for purchasing and selling currency.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Equity Linked Notes:\u003c\/strong\u003e This topic will discuss Equity Linked Notes, including information on design, structure, market, and the different types, such as MIDS and MITTS.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. OTC Equity Options:\u003c\/strong\u003e This topic will discuss equity options, including information about the two types, call and put options, and will describe different contracts and strategies.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Commodity Structure:\u003c\/strong\u003e This topic will explain commodity structures, and will provide information about the ET market, products, contracts, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Carry Trade:\u003c\/strong\u003e This topic will illustrate the use and importance of carry trades, and will describe how carry trades work, exchange rates, and using the Forex market.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Asset Swaps:\u003c\/strong\u003e This topic will clarify the use and importance of asset swaps, and will discuss variations, such as par, market, and forward asset swaps.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Credit Default Swaps:\u003c\/strong\u003e This topic will present credit default swaps, the most common credit derivative, and will explain primary parties to CDSs, typical transactions, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. Credit Linked Notes:\u003c\/strong\u003e This topic will describe Credit Linked Notes, another common credit derivative, and will explain how CLNs work, the use of protection sellers, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. CDOs and CPDOs:\u003c\/strong\u003e This topic will differentiate between CDOs and CPDOs, and will explain their histories, types, structures, values, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT12. Index Tracker Structures:\u003c\/strong\u003e This topic will describe index trackers, active and passive management, and the inherent advantages and disadvantages involved in the use of mutual funds.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT13. Total Return Swaps:\u003c\/strong\u003e This topic will discuss Total Return Swaps, with details about the market participants involved, the history of TRSs, and more.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/overview-of-treasury-products-part-i\"\u003eOverview of Treasury Products Part I\u003c\/a\u003e  |  \u003ca href=\"\/products\/bank-products\"\u003eBank Products\u003c\/a\u003e  |  \u003ca href=\"\/products\/basic-treasury-management\"\u003eBasic Treasury Management\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Overview of Treasury Products Part II\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40940879478962,"sku":"BA-215","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260506145116,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260506177884,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-215OverviewofTreasuryProductsPartIICOVER.png?v=1633387988"},{"product_id":"teller-basics","title":"Teller Basics","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Teller Basics.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect, with additional points upon socialization. Upon successful completion of this course, the learner will have a solid understanding of the following:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Teller Basics.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect, with additional points upon socialization. Upon successful completion of this course, the learner will have a solid understanding of the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe importance of confidentiality.\u003c\/li\u003e\n\u003cli\u003eThe organizational skills designed to improve productivity and encourage good habits in the workplace.\u003c\/li\u003e\n\u003cli\u003eThe proper procedures for handling numbers.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. How to Look Professional:\u003c\/strong\u003e This topic will discuss the importance of appearance in the professional setting, and will outline guidelines for both men and women.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Professional Behavior:\u003c\/strong\u003e This topic will explain the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect with additional points upon socialization.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Handling Confidential Information:\u003c\/strong\u003e This topic will discuss the importance of confidentiality in conjunction with specific points concerning the security of customer and co-worker information.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Efficient Work Habits:\u003c\/strong\u003e This topic will introduce the learner to organizational skills designed to improve productivity and encourage good habits in the workplace.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Cross-Selling:\u003c\/strong\u003e This topic will define \"cross-selling\" and discuss the benefits to the customer and the financial institution, as well as the process of identifying customer needs and making the sale.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Working with Numbers:\u003c\/strong\u003e This topic will outline proper procedures for handling numbers, including understanding rates, percentages, and interest.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Bookkeeping Basics:\u003c\/strong\u003e This topic will compare debit to credit and delineate different examples for each as well as tips for bookkeeping and balancing.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/basics-of-financial-accounting\"\u003eBasics of Financial Accounting\u003c\/a\u003e  |  \u003ca href=\"\/products\/basics-of-financial-accounting-ii\"\u003eBasics Of Financial Accounting II\u003c\/a\u003e  |  \u003ca href=\"\/products\/basics-of-financial-planning\"\u003eBasics of Financial Planning\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Teller Basics\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40940996460722,"sku":"BA-216","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260492218716,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260492251484,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-216TellerBasicsCOVER.png?v=1633388647"},{"product_id":"teller-transactions","title":"Teller Transactions","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Teller Transactions.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the many transactions for which tellers assist customers, such as check cashing, withdrawals, deposits, and other purchases and teller duties. The course will also detail the importance of transaction decisions, and describe processes and procedures to be conducted before every type of transaction. After completing this program, the learner will have a solid understanding...\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Teller Transactions.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 3 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 3hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the many transactions for which tellers assist customers, such as check cashing, withdrawals, deposits, and other purchases and teller duties. The course will also detail the importance of transaction decisions, and describe processes and procedures to be conducted before every type of transaction. After completing this program, the learner will have a solid understanding of the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAll parts of a check.\u003c\/li\u003e\n\u003cli\u003eAppropriate methods for conducting withdrawals for customers.\u003c\/li\u003e\n\u003cli\u003eVarious types of negotiable instruments available for purchase by customers.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Customer Transactions:\u003c\/strong\u003e This topic will provide details on the many transactions for which tellers assist customers, such as check cashing, withdrawals, deposits, payments, transfers, and other purchases and teller duties.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Before You Process a Transaction:\u003c\/strong\u003e This topic will explain the importance of transaction decisions, and describe processes and procedures to be conducted before every type of transaction.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. What Makes a Check Acceptable?:\u003c\/strong\u003e This topic will introduce the learner to all parts of a check, including drawee financial institution, date, and more, and will enable the learner to identify counterfeit, forged, altered, and unacceptable checks.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Endorsements:\u003c\/strong\u003e This topic will instruct the learner about the best practices for analyzing and identifying types of endorsements in order to determine acceptability.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Logging In and Out:\u003c\/strong\u003e This topic will detail the process of logging in and out of the teller system when conducting daily transactions for customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Check Cashing:\u003c\/strong\u003e This topic will present to the learner the method in which checks must be cashed when presented by the customer, including document and identity verification.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Withdrawals:\u003c\/strong\u003e This topic will present to the learner the appropriate methods for conducting withdrawals for customers, including document verification and validation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Deposits:\u003c\/strong\u003e This topic will present to the learner the appropriate methods for conducting deposits for customers, including document examination and validation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Payments:\u003c\/strong\u003e This topic will present to the learner the appropriate methods for and circumstances of accepting various payments from customers, including document examination and validation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. Transfers:\u003c\/strong\u003e This topic will present to the learner the appropriate methods for and circumstances of conducting transfers for customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. Negotiable Instrument Purchases:\u003c\/strong\u003e This topic will present to the learner the various types of negotiable instruments available for purchase by customers, and the correct process for conducting the purchase.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT12. Teller Balancing:\u003c\/strong\u003e This topic will detail the appropriate procedures for balancing the teller drawer at the end of the day.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Teller Transactions\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40950206529714,"sku":"BA-217","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260492284252,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260492317020,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-217TellerTransactionsCOVER.png?v=1633389130"},{"product_id":"the-customer-experience","title":"The Customer Experience","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in The Customer Experience.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will examine the changing bank customer and the importance of giving customers a great experience. The learner will become acquainted with how to give and get respect and how to handle different types of customers. After completing this program, the learner will be able to\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in The Customer Experience.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"margin: 0px 0px 15px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003cspan\u003eSeat Time: 1hrs - Desc:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will examine the changing bank customer and the importance of giving customers a great experience. The learner will become acquainted with how to give and get respect and how to handle different types of customers. After completing this program, the learner will be able to\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCompetently handle situations involving customers with special needs\u003c\/li\u003e\n\u003cli\u003eDemonstrate respect so that s\/he is prepared to make a strong impression on customers\u003c\/li\u003e\n\u003cli\u003eKeep the customer experience in mind during all interactions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Changing Customer:\u003c\/strong\u003e This topic will teach the learner about the reasons why customers are so essential to the institution’s success so that the learner understands the role of the customer in relation to his\/her job.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Customer Experience Statements:\u003c\/strong\u003e This topic will teach the learner about keeping the customer’s experience in mind and the characteristics that customers would want to see in employees.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Giving and Getting Respect: \u003c\/strong\u003eThis topic will explain to the learner the concept of respect and how to best demonstrate respect so that s\/he is prepared to make a strong impression on customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Special Types of Customers:\u003c\/strong\u003e This topic will introduce the learner to specific kinds of customers that require special attention so that the learner is able to competently handle situations that involve customers with special needs.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; The Customer Experience\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40950285828274,"sku":"BA-218","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260492349788,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260492382556,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-218TheCustomerExperienceCOVER.png?v=1633389427"},{"product_id":"the-investment-team","title":"The Investment Team","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in The Investment Team.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the responsibilities of and the functions performed by the investment team. This course will also provide an overview of the various departments involved in investment banking. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in The Investment Team.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the responsibilities of and the functions performed by the investment team. This course will also provide an overview of the various departments involved in investment banking. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eUnderstand the role of the investment team.\u003c\/li\u003e\n\u003cli\u003eExplain the purpose and function of various departments in terms of investment banking.\u003c\/li\u003e\n\u003cli\u003eAdhere to the duties of an investment official.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Investment Team:\u003c\/strong\u003e This topic will serve as an introduction to the functions performed by the investment team, with an overview of the positions that are included on the senior management team and the departments involved.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Trading:\u003c\/strong\u003e This topic will provide an overview of the responsibilities of the Trading Department involving transactions required for the trading of stocks, bonds, currencies, options, or futures.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Finance Services:\u003c\/strong\u003e This topic will introduce the learner to the Finance Department, which is made up of consultants who advise investors about market opportunities and changing market conditions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Brokerage:\u003c\/strong\u003e This topic will explain the purpose and function of the Brokerage Department, which deals in securities such as stocks, bonds, insurance, and other investments which earn commissions for the financial institution.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Portfolio Management:\u003c\/strong\u003e This topic will discuss the functionality of the Portfolio Management Department, which is comprised of skilled employees who work with investors to perform various tasks.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Additional Departments:\u003c\/strong\u003e This topic will expand upon two essential departments involved in investment tasks, Mergers and Acquisitions, which structure and execute a wide range of transactions, and Foreign Exchange, which manages investor demand for securities issued in emerging markets.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; The Investment Team\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40950548103346,"sku":"BA-219","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260506210652,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260506243420,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-219TheInvestmentTeamCOVER.png?v=1633389734"},{"product_id":"the-operations-team-products-and-services","title":"The Operations Team Products and Services","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in The Operations Team Products and Services.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the operations team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as items processing, information technology, and international operations. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in The Operations Team Products and Services.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the operations team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as items processing, information technology, and international operations. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe functions of the Audit, Compliance, and Legal departments at the organization.\u003c\/li\u003e\n\u003cli\u003eThe importance of the Finance department to the organization.\u003c\/li\u003e\n\u003cli\u003eThe role of Human Resources at the organization.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Operations:\u003c\/strong\u003e This topic will introduce the learner to the Department of Operations and the subdivisions that it is comprised of, including items processing, account reconciliation, balance, and statements services, and call centers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Items Processing:\u003c\/strong\u003e This topic will focus on the items processing subdivision by detailing its role at the financial institution and the positions that the group is divided into, which include readers and sorters, proof operators, and return items and exceptions processing.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Audit Compliance and Legal:\u003c\/strong\u003e This topic will focus on the Audit, Compliance, and Legal departments at the financial institution and the positions that these departments are comprised of, such as compliance officers, internal auditors, and field examiners.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Information Technology:\u003c\/strong\u003e This topic will focus on the financial institution's information technology department's duties and the positions that make up the department, including programmers, engineers, and software specialists, among others.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Finance:\u003c\/strong\u003e This topic will focus on the finance department at the financial institution, which is responsible for managing the financial institution's money, and is comprised of controllers, account reconciliation clerks, and accounts receivable and accounts payable clerks.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. International Operations:\u003c\/strong\u003e This topic will familiarize the learner with the financial institution's international operations department, the purposes of which include foreign exchange trading services, import and export financing, and wire transfers, among others.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Human Resources:\u003c\/strong\u003e This topic will familiarize the learner with the purpose of the Human Resources department at the financial institution, which is comprised of the Employee Benefits and Compensation, the Employee Relations, and Employment Staffing and Recruiting Groups.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/the-retail-team-products-and-services\"\u003eThe Retail Team Products and Services\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; The Operations Team Products and Services\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40950715318450,"sku":"BA-220","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260506276188,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260506308956,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-220TheOperationsTeamProductsandServicesCOVER.png?v=1633390145"},{"product_id":"the-retail-team-products-and-services","title":"The Retail Team Products and Services","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in The Retail Team Products and Services.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the retail team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as retail credit, account services, and vault services. In addition, the topics in this course will also focus on checking and savings accounts and other retail services. After completing this...\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in The Retail Team Products and Services.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 4 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 3.5hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will introduce the learner to the retail team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as retail credit, account services, and vault services. In addition, the topics in this course will also focus on checking and savings accounts and other retail services. After completing this course, the learner will understand:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat the retail management team is and how it works.\u003c\/li\u003e\n\u003cli\u003eThe details of each of the products and services that the organization offers.\u003c\/li\u003e\n\u003cli\u003eHow to provide efficient service to customers.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Retail Management Team:\u003c\/strong\u003e This topic will introduce the learner to the retail management team by providing a brief overview of important positions, such as president\/CEO, vice presidents, treasurer\/CFO, and Compliance officer.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. The Retail Credit Department:\u003c\/strong\u003e This topic will familiarize the learner with the retail credit department and the positions that it is comprised of, like lending executive, loan officer, and loan processor.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Branches:\u003c\/strong\u003e This topic will familiarize the learner with the positions that make up the financial institution's branch team, including branch manager, customer service representative, and tellers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Management Support:\u003c\/strong\u003e This topic will familiarize the learner with the roles and responsibilities of the management support team, which is made up of Risk Management, Human Resources, purchasing, and administrative support.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Account Services:\u003c\/strong\u003e This topic will familiarize the learner with the role of account services at the financial institution and the departments that it is comprised of, which includes Account Reconciliation and Fraud Prevention.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Vault Services:\u003c\/strong\u003e This topic will familiarize the learner with the vault services department, which processes deposits, and the positions that it is comprised of, such as the cash vault manager and the coin and currency clerk.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Overview of Retail Products:\u003c\/strong\u003e This topic will provide the learner with an overview of the ways in which customers are able to make deposits, in addition to common products and services, like checking and savings accounts, IRAs, and various types of loans.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Savings Accounts:\u003c\/strong\u003e This topic will focus on savings accounts by describing the different types offered by the financial institution, such as basic savings or Money Market Accounts, and how these accounts function.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Checking Accounts:\u003c\/strong\u003e This topic will discuss checking accounts, and will identify the different types available to customers\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT10. IRAs:\u003c\/strong\u003e This topic will expand upon Individual Retirement Accounts, including its features and benefits, and the different types available to customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT11. Credit:\u003c\/strong\u003e This topic will focus on defining credit for the learner and familiarizing him\/her with the various loan accounts offered by the financial institution, including mortgage and home equity loans.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT12. Trust Services:\u003c\/strong\u003e This topic will provide an overview of the trust services offered by many financial institutions, including personal trust services, investment management services, equity services, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT13. Business Accounts:\u003c\/strong\u003e This topic will familiarize the learner with the various services and accounts offered by the financial institution for businesses, including lock box services, Automated Clearing Houses (ACHs), and employee payroll services.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT14. Additional Retail Services:\u003c\/strong\u003e This topic will address the additional products and services that the retail team of the financial team offers, which can include overdraft protection, debit and ATM cards, and direct deposit, among others.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/the-operations-team-products-and-services\"\u003eThe Operations Team Products and Services\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; The Retail Team Products and Services\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40950859071666,"sku":"BA-221","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260492415324,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260492448092,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-221TheRetailTeamProductsandServicesCOVER.png?v=1633390627"},{"product_id":"trends-in-banking","title":"Trends in Banking","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Trends in Banking.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide an overview of current events and trends in banking which affect the financial world. This course will also introduce the learner to the environment of mergers and acquisitions, and the purpose of this department. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Trends in Banking.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 1 hour.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will provide an overview of current events and trends in banking which affect the financial world. This course will also introduce the learner to the environment of mergers and acquisitions, and the purpose of this department. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eMaintain customer relationships using appropriate strategies such as commercial lending.\u003c\/li\u003e\n\u003cli\u003eUnderstand the use and purpose of e-signing capabilities and digital cash in a global and technological age.\u003c\/li\u003e\n\u003cli\u003eFunction accordingly in the mergers and acquisitions environment.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The MA Environment:\u003c\/strong\u003e This topic will serve as an introduction to the environment surrounding mergers and acquisitions, with a note about consolidation, competition, and partnership.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Technology and Services:\u003c\/strong\u003e This topic will discuss how technology and its relationship with the financial services industry have developed, particularly in the face of new competition and challenges.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Global Banking:\u003c\/strong\u003e This topic will delineate the advances that have been made in global banking in terms of e-signing capabilities, digital cash, the electronic marketplace, and other largely technological developments.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Tracking the Customer:\u003c\/strong\u003e This topic will explain how financial institutions maintain customer relationships and the strategies employed thus, such as commercial lending, data warehouses and mining, and customer relationships.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Trends in Banking\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40959190335666,"sku":"BA-222","price":60.0,"currency_code":"EUR","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260506341724,"sku":null,"price":250.0,"currency_code":"EUR","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260506374492,"sku":null,"price":400.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-222TrendsinBankingCOVER.png?v=1633408626"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/collections\/BA-Banking-Financial-Skills.png?v=1793263021","url":"https:\/\/www.ebsiamericas.com\/collections\/bankers-academy-banking-financial.oembed?page=2","provider":"eBSI Export Academy","version":"1.0","type":"link"}