Seat Time: 1.75hrs - Desc:
This course will provide the learner with an introduction to the various investment banking and regulatory agencies that s/he will encounter and need to understand while working at the organization. After completing this course, the learner will understand the purpose and functions of the following agencies, among others:
Seat Time: 2.25hrs - Desc:
This 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:
This course will introduce the learner to the skills and strategies that will ensure that clear and proper communication is used at all times at the organization. The course will stress the importance of communication and will familiarize the learner with various aspects, including interpersonal skills, face-to-face communication, and communicating with teams. After completing this course, the learner will understand:
Seat Time: 2.25hrs - Desc:
This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth. Additionally, the course will teach the learner about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyze market trends. Upon successful completion of the course, the learner will have a strong understanding of:
Seat Time: 1.5hrs - Desc:
This course will introduce the learner to the notion of compliance and the organization's commitment to adhering to laws and regulations surrounding compliance factors. The learner will also be exposed to the risks of non-compliance and the regulatory agencies involved. After completing this program, the learner will be able to:
Seat Time: 1.5hrs - Desc:
This 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:
Seat Time: 1hrs - Desc:
This 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:
Seat Time: 1.75hrs - Desc:
This 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: