Banking and Investment Banking

Navigating the complex world of banking and investment banking can often feel like a daunting journey filled with financial jargon, risk management challenges, and ethical dilemmas. Understanding intricate financial services, coupled with the high stakes of managing significant assets underscores the critical importance of this field. Banking and investment banking are the lifeblood of the global economy, facilitating everything from basic personal savings to large-scale corporate mergers and acquisitions.

In our Banking and Investment Banking course, you will gain a thorough understanding of the fundamental principles of banking, including the different types of banking institutions and the critical role of a bank teller. You will learn about bank accounts, bookkeeping, payments, and the essential mathematics involved in banking. The course covers crucial areas such as cash handling, counterfeit detection, and fraud prevention, ensuring you are well-prepared to manage and mitigate risks. You will also explore customer service in banking, banking ethics, and the broader financial services landscape. On the investment banking side, the curriculum delves into the structure and divisions of investment banking, valuation techniques, leveraged buyouts, the IPO process, and mergers and acquisitions, all while emphasising ethical practices.

Ready to transform your career in banking and investment banking? Enrol now and gain the expertise to thrive in this dynamic field.

Learning Outcome

By the end of this Banking and Investment Banking course, you will be able to:

• Define the fundamental principles of banking and financial services within various institutions.
• Perform essential duties of a bank teller, including managing accounts and handling cash.
• Apply banking mathematics to accurately process transactions and maintain records.
• Detect counterfeit currency and implement fraud prevention and management techniques.
• Deliver excellent customer service to enhance client satisfaction in banking environments.
• Evaluate and manage risks associated with banking operations effectively.
• Adhere to banking ethics, ensuring compliance with regulatory standards and practices.
• Analyse the structure and divisions of investment banking, understanding key functions.
• Employ valuation techniques used in investment banking for assessing financial assets.
• Navigate the processes of leveraged buyouts, IPOs, and mergers and acquisitions.

CPD Accredited PDF Certificate of Completion

Digital certificate - Included

Reed Courses Certificate of Completion

Digital certificate - Included

• Module 01: What is Banking 12:59

  • 1: What is Banking 12:59

• Module 02: Banking and Financial Services 11:17

  • 2: Banking and Financial Services 11:17

• Module 03: Types of Banking Institutions 12:46

  • 3: Types of Banking Institutions 12:46

• Module 04: Role of a Bank Teller 07:37

  • 4: Role of a Bank Teller 07:37

• Module 05: Bank Accounts and How to Open Them 13:29

  • 5: Bank Accounts and How to Open Them 13:29

• Module 06: Banking Mathematics for Tellers 14:50

  • 6: Banking Mathematics for Tellers 14:50

• Module 07: Bookkeeping and Payments 14:18

  • 7: Bookkeeping and Payments 14:18

• Module 08: Cash Handling & Counterfeit Detection 12:01

  • 8: Cash Handling & Counterfeit Detection 12:01

• Module 09: Fraud Prevention and Management 12:28

  • 9: Fraud Prevention and Management 12:28

• Module 10: Customer Service in Banking 11:53

  • 10: Customer Service in Banking 11:53

• Module 11: Managing Banking Risks 12:56

  • 11: Managing Banking Risks 12:56

• Module 12: Banking Ethics 05:42

  • 12: Banking Ethics 05:42

The Banking and Investment Banking course offers a comprehensive introduction to the banking sector, covering the fundamentals of banking, types of banking institutions, and the role of a bank teller. Participants will learn about opening bank accounts, banking mathematics, bookkeeping, payments, cash handling, and counterfeit detection. The course also addresses fraud prevention, customer service in banking, risk management, and banking ethics. On the investment banking side, learners will explore the structure and divisions of investment banks, valuation techniques, leveraged buyouts, the IPO process, mergers and acquisitions, and ethical practices in investment banking.

This Banking and Investment Banking course also equips learners with the essential knowledge and skills required to navigate both retail and investment banking environments, making them proficient in handling banking operations and understanding complex investment banking activities. Whether aiming for a career as a bank teller, customer service representative, or investment banker, this course provides a solid foundation in both banking and investment banking principles and practices.

This Banking and Investment Banking course is designed for:

• Aspiring bankers aiming to gain comprehensive knowledge of banking and financial services.
• Finance enthusiasts interested in exploring the roles and responsibilities within banking.
• Business students seeking to understand investment banking operations and practices.
• Individuals looking to develop skills in risk management and customer service in banking.
• Professionals transitioning to the banking sector who need foundational and advanced knowledge.

No prior qualifications are needed for learners to enrol in this Banking and Investment Banking course.

This Banking and Investment Banking course opens doors to many job and career opportunities. Here are a few careers you can opt for after completing the Banking and Investment Banking:

• Bank Teller
• Financial Services Representative
• Fraud Prevention Specialist
• Risk Manager
• Customer Service Manager in Banking
• Investment Banker
• Valuation Analyst
• Mergers and Acquisitions Advisor