This 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:
Seat Time: 0.75hrs - Desc:
This course will introduce the learner to the process by which performance and condition are analyzed. The course will familiarize the learner with spreading financial statements and the proper analysis of balance sheets and income statements. After completing this program the learner will understand:
Seat Time: 1.75hrs - Desc:
This 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:
Seat Time: 3.75hrs - Desc:
This 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:
Seat Time: 2.25hrs - Desc:
This 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:
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:
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:
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: