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  Name SKU Description Category Additional data
Basics of Financial Accounting

Seat Time: 2hrs - Desc:

This 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:

  • Recognize and use the 5 C’s of Credit when analyzing customers.
  • Properly maintain various financial statements, including income statements and balance sheets.
  • Understand the importance and relevance of IFRS and GAAP to the financial institution.
Banking & Financial
Basics of Financial Accounting: II

Seat Time: 1.75hrs - Desc:

This 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:

  • Use appropriate methods to evaluate and reconcile inventory and other assets.
  • Create numeral values by which to analyze a company’s financial condition.
  • Understand and apply inventory valuation and depreciation methods in real-life scenarios.
Banking & Financial
Basics of Financial Planning

Seat Time: 1.5hrs - Desc:

This 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:

  • The key aspects of financial planning.
  • The significance of investment-based retirement.
  • The categories of expenses and how to make expense reports.
Banking & Financial
Basics of Financial Planning: II Seat Time: 1.75hrs - Desc:

This 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:

  • Use appropriate methods to evaluate and reconcile inventory and other assets.
  • Create numeral values by which to analyze a company’s financial condition.
  • Understand and apply inventory valuation and depreciation methods in real-life scenarios.

Banking & Financial
Branch Banking for Tellers

Seat Time: 2.5hrs - Desc:

This 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:

  • What shapes the bank’s vision and values.
  • The role of the teller at the branch.
  • What it takes to be successful as a teller.
Banking & Financial
Branch Manager Standards

Seat Time: 1.5hrs - Desc:

This 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:

  • Apply leadership and team-building skills and standards.
  • Demonstrate specific skills and abilities necessary to the role of branch manager.
  • Face difficult challenges and understand job expectations.
Banking & Financial
Branch Managers and Business Development

Seat Time: 2hrs - Desc:

This 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:

  • Make business contacts and personalize messages.
  • Leave appropriate voicemails when working with phone prospects.
  • Evaluate and increase market share.
Banking & Financial
Branch Managers are Sales Leaders

Seat Time: 1.75hrs - Desc:

This 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:

  • Implement various methods to motivate and encourage team members.
  • Coach team members into improving sales outcomes and statistics.
  • Utilize sales leader skills to the best of his/her ability.
Banking & Financial